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Fidelity MSCI Real Estate Index ETF

73 hedge funds and large institutions have $191M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

105% more capital invested

Capital invested by funds: $93.4M → $191M (+$97.8M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14.84% more ownership

Funds ownership: 28.33%43.17% (+15%)

14% more funds holding

Funds holding: 6473 (+9)

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
35
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$38.4M +$36.6M +1,565,237 New
FI
2
FormulaFolio Investments
Michigan
$25.2M +$2.06M +87,979 +9%
PAG
3
Pinnacle Advisory Group
Maryland
$24M +$22.1M +946,035 +3,019%
PWM
4
Patriot Wealth Management
Texas
$12.4M +$11.8M +503,764 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.85M -$298K -12,711 -3%
DWA
6
Divergent Wealth Advisors
Utah
$7.87M +$213K +9,090 +3%
FPGK
7
Financial Partners Group (Kansas)
Kansas
$6.89M +$1.04M +44,631 +19%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.94M +$4.41M +188,533 +351%
Wells Fargo
9
Wells Fargo
California
$4.99M +$2.74M +116,829 +135%
Creative Planning
10
Creative Planning
Kansas
$4.83M +$618K +26,405 +15%
Mariner
11
Mariner
Kansas
$4.41M +$279K +11,912 +7%
VC
12
Vicus Capital
Pennsylvania
$4.2M +$93.2K +3,979 +2%
MWM
13
Mascoma Wealth Management
New Hampshire
$2.52M +$1.5M +64,270 +167%
HCA
14
Heck Capital Advisors
Wisconsin
$2.46M +$5.69K +243 +0.2%
ASN
15
Advisory Services Network
Georgia
$2.46M -$828K -35,365 -26%
SIAM
16
Sterling Investment Advisors (Missouri)
Missouri
$2.44M +$33.6K +1,437 +1%
SWM
17
SigFig Wealth Management
California
$2.35M -$21.8K -932 -1%
Lido Advisors
18
Lido Advisors
California
$2.23M +$907K +38,741 +74%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.11M -$545K -23,292 -21%
MWM
20
Mission Wealth Management
California
$2.03M +$1.1M +46,844 +131%
LPL Financial
21
LPL Financial
California
$1.83M +$73.7K +3,150 +4%
RW
22
Rand Wealth
Maryland
$1.68M +$169K +7,201 +12%
SPC
23
Sigma Planning Corp
Michigan
$1.55M -$224K -9,552 -13%
LNC
24
Lincoln National Corp
Pennsylvania
$1.48M +$1.41M +60,349 New
Morgan Stanley
25
Morgan Stanley
New York
$1.46M +$815K +34,817 +141%