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Fidelity MSCI Real Estate Index ETF

102 hedge funds and large institutions have $363M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

11% more funds holding

Funds holding: 92102 (+10)

8% more capital invested

Capital invested by funds: $335M → $363M (+$27.8M)

1.36% less ownership

Funds ownership: 50.75%49.39% (-1.4%)

Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
25
Increased
45
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$124M -$21.3M -862,543 -15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.2M +$10M +405,055 +54%
BFA
3
Beaumont Financial Advisors
Massachusetts
$21.3M +$18.8M +758,538 +1,235%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.6M +$7.97M +322,236 +91%
PFA
5
Pure Financial Advisors
California
$14.9M +$837K +33,854 +6%
ASN
6
Advisory Services Network
Georgia
$9.85M +$8.13M +328,881 +650%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$9.72M +$5.19M +209,842 +128%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$8.12M +$1.52M +61,401 +24%
Wells Fargo
9
Wells Fargo
California
$6.86M +$257K +10,383 +4%
DWA
10
Divergent Wealth Advisors
Utah
$6.3M +$211K +8,548 +4%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$6.29M +$84.7K +3,424 +1%
DWM
12
Darwin Wealth Management
Florida
$6.26M +$5.96M +240,952 New
Creative Planning
13
Creative Planning
Kansas
$6.12M +$113K +4,554 +2%
FPGK
14
Financial Partners Group (Kansas)
Kansas
$5.8M -$267K -10,804 -5%
AI
15
Atria Investments
North Carolina
$5.65M +$748K +30,251 +16%
LNC
16
Lincoln National Corp
Pennsylvania
$5.39M +$621K +25,118 +14%
SPC
17
Sigma Planning Corp
Michigan
$5.34M -$1.95M -78,676 -28%
Lido Advisors
18
Lido Advisors
California
$5.15M +$665K +26,879 +16%
HCA
19
Heck Capital Advisors
Wisconsin
$4.82M +$97.9K +3,960 +2%
Financial Engines Advisors
20
Financial Engines Advisors
California
$4.5M +$331K +13,387 +8%
MWM
21
Mascoma Wealth Management
New Hampshire
$4M +$147K +5,947 +4%
MWM
22
Mission Wealth Management
California
$2.68M +$22.6K +913 +0.9%
Bank of America
23
Bank of America
North Carolina
$2.57M +$1.1M +44,428 +82%
SIAM
24
Sterling Investment Advisors (Missouri)
Missouri
$2.57M -$26.1K -1,057 -1%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$2.41M -$11.8M -475,720 -84%