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Fidelity MSCI Real Estate Index ETF

140 hedge funds and large institutions have $517M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $263M → $517M (+$254M)

15.37% more ownership

Funds ownership: 36.66%52.03% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 146140 (-6)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
140
Holders Change
-6
Holders Change %
-4.11%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
46
Reduced
54
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$242M +$233M +10,344,502 New
FI
2
FormulaFolio Investments
Michigan
$42.4M -$28.7M -1,274,285 -41%
WSFS
3
Wilmington Savings Fund Society
Delaware
$23.9M +$23M +1,022,737 New
PFA
4
Pure Financial Advisors
California
$18M -$66.1K -2,932 -0.4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.6M -$5.58M -247,784 -30%
CNC
6
Citizens & Northern Corp
Pennsylvania
$12.2M +$11.8M +522,884 New
Creative Planning
7
Creative Planning
Kansas
$11.3M -$497K -22,048 -4%
BFA
8
Beaumont Financial Advisors
Massachusetts
$10.3M +$9.58M +425,352 +2,471%
DWA
9
Divergent Wealth Advisors
Utah
$8.88M -$148K -6,589 -2%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$8.87M
Lido Advisors
11
Lido Advisors
California
$7.45M +$1.28M +56,859 +22%
TIA
12
Traphagen Investment Advisors
New Jersey
$6.57M +$352K +15,618 +6%
RWMH
13
Riverpoint Wealth Management Holdings
Illinois
$6.48M +$98.7K +4,381 +2%
AMG
14
Asset Management Group
Connecticut
$4.8M +$40.9K +1,815 +0.9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.21M -$2.37M -105,162 -37%
PWA
16
Physician Wealth Advisors
Utah
$4.1M +$31.3K +1,387 +0.8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.96M +$968K +42,979 +34%
Financial Engines Advisors
18
Financial Engines Advisors
California
$3.91M -$2.15M -95,378 -36%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.38M -$350K -15,550 -10%
BFPW
20
BOK Financial Private Wealth
Colorado
$3.02M +$1.17M +51,786 +67%
FSC
21
Full Sail Capital
Oklahoma
$2.98M +$598K +26,543 +28%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$2.91M -$896K -39,782 -24%
Wells Fargo
23
Wells Fargo
California
$2.86M -$2.39M -106,127 -46%
DFG
24
Demars Financial Group
Washington
$2.58M -$210K -9,312 -8%
SPC
25
Sigma Planning Corp
Michigan
$2.46M +$193K +8,570 +9%