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Fidelity MSCI Real Estate Index ETF

146 hedge funds and large institutions have $263M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

6.11% less ownership

Funds ownership: 42.77%36.66% (-6.1%)

8% less funds holding

Funds holding: 158146 (-12)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

40% less capital invested

Capital invested by funds: $436M → $263M (-$173M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
146
Holders Change
-12
Holders Change %
-7.59%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
26
Increased
52
Reduced
51
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$64.2M -$36M -1,366,144 -31%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.3M +$1.53M +57,916 +8%
PFA
3
Pure Financial Advisors
California
$16.1M +$1.41M +53,361 +7%
Creative Planning
4
Creative Planning
Kansas
$10.5M +$6.22M +236,161 +88%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$8.87M +$4.7M +178,308 +72%
DWA
6
Divergent Wealth Advisors
Utah
$8.04M +$4.48M +169,909 +78%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.93M -$17.2M -652,324 -70%
RWMH
8
Riverpoint Wealth Management Holdings
Illinois
$5.67M +$195K +7,387 +3%
TIA
9
Traphagen Investment Advisors
New Jersey
$5.52M +$7M +265,515 New
Financial Engines Advisors
10
Financial Engines Advisors
California
$5.46M +$6.92M +262,550 New
Lido Advisors
11
Lido Advisors
California
$5.44M +$484K +18,371 +8%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.21M +$6.6M +250,351 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.11M +$5.88M +223,008 +981%
Wells Fargo
14
Wells Fargo
California
$4.75M -$2.36M -89,593 -28%
AMG
15
Asset Management Group
Connecticut
$4.23M +$633K +24,009 +13%
SS
16
Sunbelt Securities
Texas
$3.79M +$3.83M +145,396 New
PWA
17
Physician Wealth Advisors
Utah
$3.6M +$284K +10,775 +7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.42M +$1.55M +58,979 +56%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.33M -$1.7M -64,415 -29%
ASN
20
Advisory Services Network
Georgia
$2.78M -$6.65M -252,381 -65%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.63M +$2.8M +106,070 +516%
DFG
22
Demars Financial Group
Washington
$2.48M +$91.8K +3,483 +3%
FSC
23
Full Sail Capital
Oklahoma
$2.11M -$37.5K -1,423 -1%
SWM
24
SigFig Wealth Management
California
$2.05M +$79.9K +3,033 +3%
SIAM
25
Sterling Investment Advisors (Missouri)
Missouri
$2.01M +$228K +8,670 +10%