FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

64 hedge funds and large institutions have $93.4M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-6
Holders Change %
-8.57%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
5
Increased
33
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$3.84M
2
DWA
2
Divergent Wealth Advisors
Utah
$7.13M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$5.4M
4
LPL Financial
4
LPL Financial
California
$1.63M
5
Wells Fargo
5
Wells Fargo
California
$1.98M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$21.5M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$0
4
MWM
4
Mascoma Wealth Management
New Hampshire
$880K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
STB
26
S&T Bank
Pennsylvania
$669K -$52.9K -2,312 -7%
GRP
27
Global Retirement Partners
California
$625K -$322K -14,055 -34%
ST
28
Spinnaker Trust
Maine
$606K +$2.15K +94 +0.4%
FMB
29
Field & Main Bank
Kentucky
$568K -$8.01K -350 -1%
Morgan Stanley
30
Morgan Stanley
New York
$567K -$295K -12,895 -34%
ADL
31
Asset Dedication LLC
California
$532K +$71.7K +3,143 +16%
TCM
32
Tufton Capital Management
Maryland
$492K +$43.8K +1,918 +10%
BMM
33
Buffington Mohr McNeal
Idaho
$490K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$472K -$2.23M -97,655 -83%
PCA
35
Providence Capital Advisors
North Carolina
$432K +$55.4K +2,420 +15%
UBS Group
36
UBS Group
Switzerland
$384K -$16.8K -734 -4%
PFS
37
Prospera Financial Services
Texas
$360K +$45.2K +1,966 +14%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$355K +$352K +15,376 +10,828%
RIA
39
Regal Investment Advisors
Michigan
$346K -$5.56K -243 -2%
TIM
40
Tortoise Investment Management
New York
$334K -$23.5K -1,025 -7%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$317K +$94.3K +4,119 +42%
Bank of America
42
Bank of America
North Carolina
$258K -$15.7K -687 -6%
MML Investors Services
43
MML Investors Services
Massachusetts
$221K -$204K -8,906 -48%
PCG
44
Private Capital Group
Connecticut
$215K +$2.43K +106 +1%
RJA
45
Raymond James & Associates
Florida
$209K -$116K -5,066 -36%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$189K -$138K -6,012 -42%
PO
47
Private Ocean
California
$139K +$139K +6,083 New
IA
48
IFP Advisors
Florida
$55K – – –
CDIA
49
Capital Directions Investment Advisors
Georgia
$39K +$39K +1,689 New
CFD
50
Creative Financial Designs
Indiana
$21K +$14.3K +625 +215%
1
2
3