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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

57 hedge funds and large institutions have $198M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
34
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$91.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.92M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.81M
4
SPC
4
Sigma Planning Corp
Michigan
$3.14M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.72M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.14M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
ADL
5
Asset Dedication LLC
California
$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
STB
26
S&T Bank
Pennsylvania
$766K +$382K +15,721 +99%
GRP
27
Global Retirement Partners
California
$727K +$307K +12,627 +73%
LPL Financial
28
LPL Financial
California
$709K +$467K +19,267 +193%
Bank of America
29
Bank of America
North Carolina
$669K -$6.4K -264 -0.9%
ST
30
Spinnaker Trust
Maine
$642K -$5.94K -245 -0.9%
ECM
31
Exchange Capital Management
Michigan
$627K +$627K +25,831 New
AA
32
Advisory Alpha
Michigan
$619K +$211K +8,446 +52%
AIA
33
Allegis Investment Advisors
Idaho
$576K +$576K +23,737 New
BMM
34
Buffington Mohr McNeal
Idaho
$528K +$31.8K +1,315 +6%
ADL
35
Asset Dedication LLC
California
$462K -$17.7K -728 -4%
UBS Group
36
UBS Group
Switzerland
$413K – – –
PAG
37
Pinnacle Advisory Group
Maryland
$384K -$2.79K -115 -0.7%
FA
38
FDx Advisors
Illinois
$383K +$2.08K +86 +0.5%
TIM
39
Tortoise Investment Management
New York
$362K +$63.1K +2,600 +21%
PFS
40
Prospera Financial Services
Texas
$332K +$27.8K +1,143 +9%
WPP
41
Whalerock Point Partners
Rhode Island
$314K +$314K +12,959 New
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$261K +$25.2K +1,040 +11%
GC
43
Garde Capital
Washington
$223K – – –
MWM
44
Mission Wealth Management
California
$212K +$212K +8,756 New
MCIA
45
Mountain Capital Investment Advisors
Colorado
$116K +$104K +4,301 +885%
IA
46
IFP Advisors
Florida
$70K -$10.1K -415 -13%
CDIA
47
Capital Directions Investment Advisors
Georgia
$59K +$59K +2,445 New
AG
48
Advisor Group
Arizona
$45K -$1.37K -57 -3%
AF
49
Allworth Financial
California
$26K +$26K +1,062 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$11K +$11K +449 New
1
2
3