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Fidelity MSCI Real Estate Index ETF

57 hedge funds and large institutions have $198M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 8

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

127% more capital invested

Capital invested by funds: $87.4M → $198M (+$111M)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

17.61% more ownership

Funds ownership: 30.19%47.81% (+18%)

10% more funds holding

Funds holding: 5257 (+5)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
34
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$91.6M +$85.9M +3,521,231 +1,397%
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.7M +$1.28M +52,647 +7%
RWP
3
RWA Wealth Partners
Massachusetts
$10.3M +$244K +9,993 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.72M +$2.04M +83,529 +26%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.92M +$8.97M +367,725 New
PFA
6
Pure Financial Advisors
California
$6.94M +$761K +31,222 +12%
MWM
7
Mascoma Wealth Management
New Hampshire
$4.65M +$258K +10,582 +6%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$4.36M +$286K +11,718 +7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.81M +$2.71M +110,968 +242%
SPC
10
Sigma Planning Corp
Michigan
$3.14M +$2.48M +101,618 +364%
Creative Planning
11
Creative Planning
Kansas
$2.9M +$994K +40,745 +52%
VC
12
Vicus Capital
Pennsylvania
$2.88M +$204K +8,373 +8%
HCA
13
Heck Capital Advisors
Wisconsin
$2.43M -$6.07K -249 -0.2%
ASN
14
Advisory Services Network
Georgia
$2.11M +$1.27M +52,275 +151%
SIAM
15
Sterling Investment Advisors (Missouri)
Missouri
$2.1M +$268K +10,988 +15%
SWM
16
SigFig Wealth Management
California
$1.82M +$16.1K +661 +0.9%
Mariner
17
Mariner
Kansas
$1.45M +$326K +13,386 +29%
TPWA
18
TRUE Private Wealth Advisors
Oregon
$1.38M +$170K +6,985 +14%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.21M +$913K +37,438 +301%
Wells Fargo
20
Wells Fargo
California
$1.17M +$101K +4,147 +9%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.16M +$67.4K +2,762 +6%
Morgan Stanley
22
Morgan Stanley
New York
$1.14M -$836K -34,272 -42%
Lido Advisors
23
Lido Advisors
California
$1.03M +$581K +23,830 +130%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.01M +$1.02M +41,781 New
RW
25
Rand Wealth
Maryland
$908K +$13.6K +556 +2%