We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

146 hedge funds and large institutions have $263M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

6.11% less ownership

Funds ownership: 42.77%36.66% (-6.1%)

8% less funds holding

Funds holding: 158146 (-12)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

40% less capital invested

Capital invested by funds: $436M → $263M (-$173M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
146
Holders Change
-12
Holders Change %
-7.59%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
26
Increased
52
Reduced
51
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
151
Goldman Sachs
New York
-$502K -18,015 Closed
OFG
152
Omega Financial Group
California
-$308K -11,071 Closed
AWM
153
AE Wealth Management
Kansas
-$284K -10,191 Closed
ECM
154
Exchange Capital Management
Michigan
-$250K -8,982 Closed
FA
155
FMA Advisory
Pennsylvania
-$245K -8,802 Closed
IC
156
Inscription Capital
Texas
-$232K -8,337 Closed
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
-$226K -8,114 Closed
FCIM
158
Fairview Capital Investment Management
California
-$217K -7,800 Closed
BAM
159
Baldrige Asset Management
Pennsylvania
-$217K -7,782 Closed
SS
160
Simplicity Solutions
Minnesota
-$215K -7,727 Closed
RIA
161
Realta Investment Advisors
Delaware
-$211K -7,614 Closed
MWM
162
Merriman Wealth Management
Washington
-$206K -7,396 Closed
SSWG
163
Seven Springs Wealth Group
Tennessee
-$119K -4,261 Closed
CFD
164
Creative Financial Designs
Indiana
-$81K -2,957 Closed
ATC
165
Adirondack Trust Company
New York
-$31K -1,109 Closed
PA
166
PSI Advisors
Florida
-$28K -1,015 Closed
EIP
167
Ellis Investment Partners
Pennsylvania
-$19K -709 Closed
GEA
168
Glen Eagle Advisors
New Jersey
-$11.2K -403 Closed
CFA
169
Carroll Financial Associates
North Carolina
-$7.22K -274 -88%
MA
170
MCF Advisors
Kentucky
-$7.22K -274 -95%
GI
171
Gradient Investments
Minnesota
-$6K -215 Closed
BFEC
172
Benjamin F. Edwards & Company
Missouri
-$4K -150 Closed
FWM
173
Focused Wealth Management
New York
-$2K -74 Closed
SBL
174
Sargent Bickham Lagudis
Colorado
-$1K -48 Closed
AIL
175
AGF Investments LLC
Ontario, Canada
-$527 -20 -50%