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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

70 hedge funds and large institutions have $207M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$100M
2
RWP
2
RWA Wealth Partners
Massachusetts
$12.7M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.43M
4
Jane Street
4
Jane Street
New York
$1.14M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$819K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2K
2
PFA
2
Pure Financial Advisors
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.06M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.92M
5
SPC
5
Sigma Planning Corp
Michigan
$2.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$930K 37,659 -9,444 -20%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$819K 33,170 +33,170 New
LPL Financial
28
LPL Financial
California
$803K 32,520 +3,291 +11%
STB
29
S&T Bank
Pennsylvania
$780K 31,559 – –
AA
30
Advisory Alpha
Michigan
$696K 29,511 +4,738 +19%
ECM
31
Exchange Capital Management
Michigan
$691K 27,991 +2,160 +8%
ST
32
Spinnaker Trust
Maine
$652K 26,405 -68 -0.3%
FMB
33
Field & Main Bank
Kentucky
$622K 25,175 +25,175 New
BMM
34
Buffington Mohr McNeal
Idaho
$529K 21,420 -395 -2%
ADL
35
Asset Dedication LLC
California
$498K 20,168 +1,177 +6%
TCM
36
Tufton Capital Management
Maryland
$485K 19,626 +19,626 New
MML Investors Services
37
MML Investors Services
Massachusetts
$459K 18,563 -31,313 -63%
UBS Group
38
UBS Group
Switzerland
$433K 17,531 +500 +3%
PCA
39
Providence Capital Advisors
North Carolina
$406K 16,449 +16,449 New
PAG
40
Pinnacle Advisory Group
Maryland
$403K 16,313 +505 +3%
TIM
41
Tortoise Investment Management
New York
$386K 15,612 +685 +5%
RIA
42
Regal Investment Advisors
Michigan
$380K 15,375 +15,375 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$352K 14,254 +3,493 +32%
RJA
44
Raymond James & Associates
Florida
$351K 14,217 +14,217 New
VF
45
Virtu Financial
New York
$346K 13,989 +13,989 New
PFS
46
Prospera Financial Services
Texas
$331K 13,693 +56 +0.4%
WPP
47
Whalerock Point Partners
Rhode Island
$330K 13,350 +391 +3%
FA
48
FDx Advisors
Illinois
$313K 12,665 -3,139 -20%
Bank of America
49
Bank of America
North Carolina
$296K 11,980 -15,606 -57%
MWM
50
Mission Wealth Management
California
$249K 10,064 +1,308 +15%
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