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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

44 hedge funds and large institutions have $67.7M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
23
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$16.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.22M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.54M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.2M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.58M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.89M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$557K
5
AIA
5
Allegis Investment Advisors
Idaho
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$478K 20,031 +2,500 +14%
ADL
27
Asset Dedication LLC
California
$459K 19,135 +4,030 +27%
Lido Advisors
28
Lido Advisors
California
$362K 15,225 +15,225 New
BMM
29
Buffington Mohr McNeal
Idaho
$358K 14,974 +7,833 +110%
FA
30
FDx Advisors
Illinois
$353K 14,766 +14,766 New
PAG
31
Pinnacle Advisory Group
Maryland
$301K 12,590 +12,590 New
AA
32
Advisory Alpha
Michigan
$242K 10,135 +10,135 New
TIM
33
Tortoise Investment Management
New York
$236K 9,887 +1,865 +23%
GC
34
Garde Capital
Washington
$220K 9,207 – –
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$214K 8,958 +1,684 +23%
IA
36
IFP Advisors
Florida
$73K 3,055 +1,690 +124%
AG
37
Advisor Group
Arizona
$43K 1,808 +1,608 +804%
APSP
38
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K 415 +415 New
CAG
39
Crestwood Advisors Group
Massachusetts
$8K 350 +350 New
AWM
40
AllSquare Wealth Management
New York
$7K 314 – –
PA
41
Parallel Advisors
California
$5K 228 +228 New
BlackRock
42
BlackRock
New York
$4K 170 +76 +81%
WA
43
WFG Advisors
Texas
$3K 120 – –
US Bancorp
44
US Bancorp
Minnesota
$2K 66 – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– – -82,470 Closed
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
– – -44,828 Closed
AIA
47
Allegis Investment Advisors
Idaho
– – -14,260 Closed
CFD
48
Creative Financial Designs
Indiana
– – -394 Closed
AA
49
Apriem Advisors
California
– – -300 Closed
HCA
50
Heck Capital Advisors
Wisconsin
– – -67 Closed
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