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Fidelity MSCI Real Estate Index ETF

142 hedge funds and large institutions have $605M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $517M → $605M (+$87.3M)

4.5% more ownership

Funds ownership: 52.03%56.53% (+4.5%)

1% more funds holding

Funds holding: 140142 (+2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
52
Reduced
42
Closed
17
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
$340M +$98.7M +4,133,304 +40%
WSFS
2
Wilmington Savings Fund Society
Delaware
$29.8M +$5.87M +245,660 +24%
FI
3
FormulaFolio Investments
Michigan
$29.3M -$13.5M -565,260 -31%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.9M +$11.1M +464,317 +109%
PFA
5
Pure Financial Advisors
California
$17.5M -$555K -23,245 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.1M +$1.47M +61,670 +11%
CNC
7
Citizens & Northern Corp
Pennsylvania
$12.6M +$354K +14,838 +3%
Creative Planning
8
Creative Planning
Kansas
$11M -$415K -17,372 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.81M +$5.67M +237,204 +132%
Lido Advisors
10
Lido Advisors
California
$7.43M -$51.5K -2,155 -0.7%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$6.74M +$229K +9,589 +3%
AMG
12
Asset Management Group
Connecticut
$4.83M +$6.31K +264 +0.1%
Financial Engines Advisors
13
Financial Engines Advisors
California
$4.08M +$157K +6,590 +4%
FSC
14
Full Sail Capital
Oklahoma
$4M +$1.09M +45,463 +37%
PWA
15
Physician Wealth Advisors
Utah
$3.9M +$3.61K +151 +0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.73M +$1.29M +54,107 +52%
Wells Fargo
17
Wells Fargo
California
$3.52M +$661K +27,686 +23%
EP
18
Eudaimonia Partners
Tennessee
$3.2M +$3.25M +136,194 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.1M -$302K -12,630 -9%
SPC
20
Sigma Planning Corp
Michigan
$2.82M +$360K +15,052 +14%
BFPW
21
BOK Financial Private Wealth
Colorado
$2.78M -$262K -10,963 -8%
DFG
22
Demars Financial Group
Washington
$2.61M +$17.4K +729 +0.7%
AAS
23
Avantax Advisory Services
Texas
$2.56M +$891K +37,313 +49%
Jane Street
24
Jane Street
New York
$2.51M +$2.55M +106,714 New
SWM
25
SigFig Wealth Management
California
$2.43M +$113K +4,719 +5%