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Fidelity MSCI Real Estate Index ETF

44 hedge funds and large institutions have $67.7M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 4

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

16% more funds holding

Funds holding: 3844 (+6)

12.17% less ownership

Funds ownership: 40.66%28.49% (-12%)

29% less capital invested

Capital invested by funds: $94.9M → $67.7M (-$27.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
23
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$16.5M +$16.4M +690,792 New
Morgan Stanley
2
Morgan Stanley
New York
$6.22M +$4.69M +197,838 +315%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.2M +$3.24M +136,465 +111%
PFA
4
Pure Financial Advisors
California
$4.86M +$761K +32,109 +19%
FI
5
FormulaFolio Investments
Michigan
$3.89M -$64.6M -2,722,564 -94%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$3.58M +$2.8M +118,258 +372%
SG Americas Securities
7
SG Americas Securities
New York
$3.54M +$3.51M +148,104 New
VC
8
Vicus Capital
Pennsylvania
$2.23M +$77.2K +3,255 +4%
Jane Street
9
Jane Street
New York
$1.84M +$1.23M +51,917 +206%
SWM
10
SigFig Wealth Management
California
$1.71M -$44.9K -1,892 -3%
SIAM
11
Sterling Investment Advisors (Missouri)
Missouri
$1.66M +$102K +4,304 +7%
TPWA
12
TRUE Private Wealth Advisors
Oregon
$1.21M +$162K +6,820 +16%
SPC
13
Sigma Planning Corp
Michigan
$1.17M +$869K +36,641 +299%
Creative Planning
14
Creative Planning
Kansas
$1.03M +$414K +17,454 +68%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1M +$404K +17,024 +68%
HighTower Advisors
16
HighTower Advisors
Illinois
$1M +$357K +15,046 +56%
ASN
17
Advisory Services Network
Georgia
$974K +$967K +40,784 New
Wells Fargo
18
Wells Fargo
California
$961K +$5.76K +243 +0.6%
GRP
19
Global Retirement Partners
California
$838K +$833K +35,109 New
RW
20
Rand Wealth
Maryland
$811K +$805K +33,953 New
Mariner
21
Mariner
Kansas
$772K +$75.9K +3,202 +11%
ST
22
Spinnaker Trust
Maine
$630K -$1.47K -62 -0.2%
BRWA
23
B. Riley Wealth Advisors
Florida
$609K +$604K +25,474 New
Goldman Sachs
24
Goldman Sachs
New York
$557K -$653K -27,527 -54%
Bank of America
25
Bank of America
North Carolina
$534K +$109K +4,617 +26%