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Fidelity MSCI Real Estate Index ETF

20 hedge funds and large institutions have $8.16M invested in Fidelity MSCI Real Estate Index ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

122% more funds holding

Funds holding: 920 (+11)

76% more capital invested

Capital invested by funds: $4.62M → $8.16M (+$3.54M)

2.88% more ownership

Funds ownership: 16.16%19.04% (+2.9%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
20
Holders Change
+11
Holders Change %
+122.22%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
3
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.85M +$367K +16,372 +15%
LPL Financial
2
LPL Financial
California
$1.68M +$1.66M +74,052 New
BRWA
3
B. Riley Wealth Advisors
Florida
$767K +$760K +33,860 New
UBS Group
4
UBS Group
Switzerland
$449K -$165K -7,344 -27%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$409K +$264K +11,757 +186%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$389K +$386K +17,192 New
Mariner
7
Mariner
Kansas
$322K +$320K +14,246 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$267K +$265K +11,811 New
Jane Street
9
Jane Street
New York
$261K -$627K -27,940 -71%
Bank of America
10
Bank of America
North Carolina
$213K +$211K +9,398 New
SPC
11
Sigma Planning Corp
Michigan
$213K +$211K +9,401 New
SAM
12
Shamrock Asset Management
Texas
$186K +$184K +8,206 New
AIA
13
Allegis Investment Advisors
Idaho
$106K +$105K +4,673 New
TIM
14
Tortoise Investment Management
New York
$21K +$20.9K +930 New
ASN
15
Advisory Services Network
Georgia
$11K +$11.2K +500 New
Morgan Stanley
16
Morgan Stanley
New York
$8K -$113K -5,052 -93%
BlackRock
17
BlackRock
New York
$3K +$3.39K +151 New
TRCT
18
Tower Research Capital (TRC)
New York
$2K +$2.45K +109 New
MFS
19
MSI Financial Services
Massachusetts
$1K
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38 +$382 +17 +1%
Goldman Sachs
21
Goldman Sachs
New York
-$613K -28,729 Closed