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Fidelity MSCI Real Estate Index ETF

84 hedge funds and large institutions have $344M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

80% more capital invested

Capital invested by funds: $191M → $344M (+$153M)

15% more funds holding

Funds holding: 7384 (+11)

13.74% more ownership

Funds ownership: 43.17%56.91% (+14%)

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
18
Increased
40
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$136M +$115M +4,623,074 +450%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26M +$26.8M +1,081,661 New
BFA
3
Beaumont Financial Advisors
Massachusetts
$25.9M -$12.2M -490,629 -31%
PAG
4
Pinnacle Advisory Group
Maryland
$20M -$3.63M -146,485 -15%
PWM
5
Patriot Wealth Management
Texas
$12.4M +$299K +12,077 +2%
PFA
6
Pure Financial Advisors
California
$12M +$12.3M +497,194 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.94M -$752K -30,362 -8%
FPGK
8
Financial Partners Group (Kansas)
Kansas
$6.47M -$300K -12,108 -4%
DWA
9
Divergent Wealth Advisors
Utah
$5.9M -$1.68M -67,782 -21%
Wells Fargo
10
Wells Fargo
California
$5.63M +$757K +30,535 +15%
LNC
11
Lincoln National Corp
Pennsylvania
$5.43M +$4.09M +165,237 +274%
Creative Planning
12
Creative Planning
Kansas
$5.34M +$618K +24,922 +13%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$4.74M +$4.37M +176,333 +852%
Mariner
14
Mariner
Kansas
$4.58M +$262K +10,556 +6%
AI
15
Atria Investments
North Carolina
$4.23M +$4.36M +175,901 New
Jane Street
16
Jane Street
New York
$3.79M +$3.9M +157,438 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.65M +$3.76M +151,585 New
MWM
18
Mascoma Wealth Management
New Hampshire
$3.59M +$1.15M +46,551 +45%
SPC
19
Sigma Planning Corp
Michigan
$3.31M +$1.84M +74,143 +117%
Lido Advisors
20
Lido Advisors
California
$2.83M +$662K +26,701 +29%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.8M -$3.12M -125,992 -52%
ASN
22
Advisory Services Network
Georgia
$2.46M +$44.4K +1,792 +2%
SIAM
23
Sterling Investment Advisors (Missouri)
Missouri
$2.42M +$31.1K +1,257 +1%
HCA
24
Heck Capital Advisors
Wisconsin
$2.39M -$17.8K -718 -0.7%
RJA
25
Raymond James & Associates
Florida
$2.3M +$1.79M +72,073 +305%