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Fidelity MSCI Real Estate Index ETF

158 hedge funds and large institutions have $436M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 133158 (+25)

6% more capital invested

Capital invested by funds: $411M → $436M (+$25.7M)

0.41% less ownership

Funds ownership: 43.18%42.77% (-0.41%)

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
38
Increased
57
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$124M -$3.1M -111,987 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.1M -$2.74M -98,889 -10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21.5M +$182K +6,555 +0.9%
PFA
4
Pure Financial Advisors
California
$20M +$2.03M +73,238 +11%
BFA
5
Beaumont Financial Advisors
Massachusetts
$18.6M -$2.81M -101,231 -13%
ASN
6
Advisory Services Network
Georgia
$10.8M -$1.64M -59,284 -13%
AI
7
Atria Investments
North Carolina
$8.99M +$673K +24,268 +8%
Wells Fargo
8
Wells Fargo
California
$8.86M -$715K -25,806 -8%
Creative Planning
9
Creative Planning
Kansas
$7.5M +$25.6K +924 +0.3%
RWMH
10
Riverpoint Wealth Management Holdings
Illinois
$7.39M +$273K +9,861 +4%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$6.97M -$1.98M -71,377 -22%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$6.92M +$2.58M +93,251 +60%
Lido Advisors
13
Lido Advisors
California
$6.78M +$1.29M +46,448 +24%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.25M -$2M -72,077 -24%
CWAF
15
Core Wealth Advisors (Florida)
Florida
$6.18M +$6.15M +222,002 New
DWA
16
Divergent Wealth Advisors
Utah
$6.04M -$866K -31,257 -13%
DWM
17
Darwin Wealth Management
Florida
$5.76M +$202K +7,287 +4%
HCA
18
Heck Capital Advisors
Wisconsin
$5.44M -$26.1K -941 -0.5%
AMG
19
Asset Management Group
Connecticut
$5M +$3.18M +114,736 +177%
Bank of America
20
Bank of America
North Carolina
$4.89M +$83.5K +3,014 +2%
PWA
21
Physician Wealth Advisors
Utah
$4.34M +$53.7K +1,938 +1%
SIA
22
Soltis Investment Advisors
Utah
$4.1M +$4.08M +147,243 New
SPC
23
Sigma Planning Corp
Michigan
$4.1M +$674K +24,313 +20%
IA
24
IFP Advisors
Florida
$3.71M +$805K +29,051 +28%
DFG
25
Demars Financial Group
Washington
$3.23M +$3.21M +116,008 New