FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

38 hedge funds and large institutions have $94.9M invested in Fidelity MSCI Real Estate Index ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
15
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$67.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.93M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.19M
4
PFA
4
Pure Financial Advisors
California
$4.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.05M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$588K
4
AIA
4
Allegis Investment Advisors
Idaho
$334K
5
Jane Street
5
Jane Street
New York
$591K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Garde Capital
Washington
$216K 9,207 +9,207 New
TIM
27
Tortoise Investment Management
New York
$188K 8,022 +2,272 +40%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171K 7,274 +1,788 +33%
BMM
29
Buffington Mohr McNeal
Idaho
$167K 7,141 +7,141 New
IA
30
IFP Advisors
Florida
$32K 1,365 -1,942 -59%
CFD
31
Creative Financial Designs
Indiana
$9K 394 +394 New
AWM
32
AllSquare Wealth Management
New York
$7K 314 – –
AA
33
Apriem Advisors
California
$7K 300 +300 New
AG
34
Advisor Group
Arizona
$5K 200 -1,211 -86%
WA
35
WFG Advisors
Texas
$3K 120 -10,038 -99%
BlackRock
36
BlackRock
New York
$2K 94 +31 +49%
US Bancorp
37
US Bancorp
Minnesota
$2K 66 +66 New
HCA
38
Heck Capital Advisors
Wisconsin
$1.57K 67 +67 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
– – -537,585 Closed
BFA
40
Beaumont Financial Advisors
Massachusetts
– – -398,384 Closed
SAM
41
Shamrock Asset Management
Texas
– – -60,513 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– – -43,778 Closed
IAS
43
IMA Advisory Services
Colorado
– – -15,715 Closed
ACM
44
Argentus Capital Management
Texas
– – -14,008 Closed
SG Americas Securities
45
SG Americas Securities
New York
– – -6,989 Closed
CWM
46
Concert Wealth Management
California
– – -879 Closed
1
2