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Fidelity MSCI Real Estate Index ETF

121 hedge funds and large institutions have $371M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

19% more funds holding

Funds holding: 102121 (+19)

2% more capital invested

Capital invested by funds: $363M → $371M (+$8.37M)

3.19% less ownership

Funds ownership: 49.39%46.2% (-3.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
49
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$123M -$2.49M -95,379 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.5M -$924K -35,363 -3%
BFA
3
Beaumont Financial Advisors
Massachusetts
$22.2M +$725K +27,745 +3%
PFA
4
Pure Financial Advisors
California
$16.3M +$1.28M +48,792 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.9M -$1.83M -70,092 -10%
ASN
6
Advisory Services Network
Georgia
$11.7M +$1.72M +65,737 +17%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$7.97M -$215K -8,211 -3%
AI
8
Atria Investments
North Carolina
$7.4M +$1.49M +56,849 +26%
Wells Fargo
9
Wells Fargo
California
$6.87M -$45.8K -1,753 -0.7%
RWMH
10
Riverpoint Wealth Management Holdings
Illinois
$6.57M +$223K +8,530 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.56M -$3.24M -123,836 -33%
Lido Advisors
12
Lido Advisors
California
$6.55M +$1.36M +51,929 +26%
Creative Planning
13
Creative Planning
Kansas
$6.5M +$328K +12,543 +5%
SPC
14
Sigma Planning Corp
Michigan
$5.98M +$600K +22,959 +11%
DWA
15
Divergent Wealth Advisors
Utah
$5.4M -$949K -36,298 -15%
Financial Engines Advisors
16
Financial Engines Advisors
California
$5.34M +$809K +30,932 +18%
HCA
17
Heck Capital Advisors
Wisconsin
$5.02M +$155K +5,945 +3%
DWM
18
Darwin Wealth Management
Florida
$4.92M -$1.38M -52,969 -22%
MWM
19
Mascoma Wealth Management
New Hampshire
$4.39M +$364K +13,939 +9%
Bank of America
20
Bank of America
North Carolina
$3.93M +$1.34M +51,200 +52%
LNC
21
Lincoln National Corp
Pennsylvania
$3.73M -$1.7M -64,927 -31%
SW
22
SVB Wealth
Massachusetts
$2.88M +$2.87M +109,806 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.87M +$2.86M +109,585 New
MWM
24
Mission Wealth Management
California
$2.68M -$23.7K -908 -0.9%
BCI
25
Brinker Capital Investments
Pennsylvania
$2.59M +$2.57M +98,428 +16,797%