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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

73 hedge funds and large institutions have $191M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
35
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$38.4M
2
PAG
2
Pinnacle Advisory Group
Maryland
$24M
3
PWM
3
Patriot Wealth Management
Texas
$12.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.94M
5
Wells Fargo
5
Wells Fargo
California
$4.99M

Top Sellers

1
IWA
1
Independence Wealth Advisors
Virginia
$0
2
ASN
2
Advisory Services Network
Georgia
$2.46M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$785K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.11M
5
UBS Group
5
UBS Group
Switzerland
$83K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Advisory Alpha
Michigan
$1.01M 41,629 +7,181 +21%
Citadel Advisors
27
Citadel Advisors
Florida
$965K 39,321 +39,321 New
RCAG
28
Rehmann Capital Advisory Group
Michigan
$899K 36,620 +36,620 New
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$897K 36,545 +28,303 +343%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$850K 34,618 +20,773 +150%
ECM
31
Exchange Capital Management
Michigan
$811K 33,066 -285 -0.9%
TPWA
32
TRUE Private Wealth Advisors
Oregon
$785K 32,014 -23,744 -43%
STB
33
S&T Bank
Pennsylvania
$718K 29,247 – –
ST
34
Spinnaker Trust
Maine
$665K 27,112 +613 +2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$665K 27,101 +11,583 +75%
ADL
36
Asset Dedication LLC
California
$642K 26,231 +2,920 +13%
FMB
37
Field & Main Bank
Kentucky
$632K 25,625 +800 +3%
RJA
38
Raymond James & Associates
Florida
$580K 23,628 +14,477 +158%
TCM
39
Tufton Capital Management
Maryland
$553K 22,556 +1,012 +5%
BMM
40
Buffington Mohr McNeal
Idaho
$526K 21,420 – –
Bank of America
41
Bank of America
North Carolina
$524K 21,385 +10,092 +89%
GRP
42
Global Retirement Partners
California
$518K 21,111 -6,187 -23%
FA
43
FDx Advisors
Illinois
$505K 20,565 +20,565 New
PCA
44
Providence Capital Advisors
North Carolina
$486K 19,805 +936 +5%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$472K 20,697 – –
TIM
46
Tortoise Investment Management
New York
$359K 14,639 +52 +0.4%
PFS
47
Prospera Financial Services
Texas
$321K 12,911 -2,748 -18%
GFPC
48
Global Financial Private Capital
Florida
$295K 12,014 +12,014 New
BWM
49
BerganKDV Wealth Management
Minnesota
$275K 11,211 +11,211 New
RIA
50
Regal Investment Advisors
Michigan
$255K 10,401 -4,731 -31%
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