We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

70 hedge funds and large institutions have $207M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

23% more funds holding

Funds holding: 5770 (+13)

5% more capital invested

Capital invested by funds: $198M → $207M (+$9.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.37% less ownership

Funds ownership: 47.81%47.44% (-0.37%)

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
29
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$100M +$7.13M +288,607 +8%
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.7M -$453K -18,323 -2%
RWP
3
RWA Wealth Partners
Massachusetts
$12.7M +$2.26M +91,486 +22%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.2M +$274K +11,100 +3%
DWA
5
Divergent Wealth Advisors
Utah
$5.31M +$5.32M +215,157 New
FPGK
6
Financial Partners Group (Kansas)
Kansas
$4.8M +$4.8M +194,217 New
MWM
7
Mascoma Wealth Management
New Hampshire
$3.94M -$574K -23,230 -12%
VC
8
Vicus Capital
Pennsylvania
$3.66M +$721K +29,182 +25%
Creative Planning
9
Creative Planning
Kansas
$3.61M +$659K +26,689 +22%
IWA
10
Independence Wealth Advisors
Virginia
$3.13M +$3.13M +126,813 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.92M -$1.51M -61,143 -34%
HCA
12
Heck Capital Advisors
Wisconsin
$2.47M -$1.41K -57 -0.1%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.43M +$1.26M +50,819 +106%
ASN
14
Advisory Services Network
Georgia
$2.41M +$270K +10,947 +13%
SPC
15
Sigma Planning Corp
Michigan
$2.22M -$979K -39,615 -31%
SIAM
16
Sterling Investment Advisors (Missouri)
Missouri
$2.16M +$21.7K +877 +1%
SWM
17
SigFig Wealth Management
California
$2.04M +$191K +7,723 +10%
Mariner
18
Mariner
Kansas
$1.6M +$128K +5,196 +9%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$1.38M -$27.6K -1,118 -2%
Wells Fargo
20
Wells Fargo
California
$1.19M -$3.06K -124 -0.3%
Jane Street
21
Jane Street
New York
$1.14M +$1.14M +46,096 New
Lido Advisors
22
Lido Advisors
California
$1.08M +$37K +1,499 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.06M -$2.82M -113,983 -73%
GRP
24
Global Retirement Partners
California
$1.02M +$282K +11,408 +38%
RW
25
Rand Wealth
Maryland
$954K +$29.3K +1,187 +3%