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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

84 hedge funds and large institutions have $344M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
18
Increased
40
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$136M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26M
3
PFA
3
Pure Financial Advisors
California
$12M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$4.74M
5
AI
5
Atria Investments
North Carolina
$4.23M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$25.9M
2
VC
2
Vicus Capital
Pennsylvania
$213K
3
PAG
3
Pinnacle Advisory Group
Maryland
$20M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.8M
5
DWA
5
Divergent Wealth Advisors
Utah
$5.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SigFig Wealth Management
California
$2.3M -$9.82K -408 -0.4%
Bank of America
27
Bank of America
North Carolina
$1.96M +$1.45M +60,101 +281%
LPL Financial
28
LPL Financial
California
$1.89M +$97.7K +4,057 +5%
Morgan Stanley
29
Morgan Stanley
New York
$1.87M +$437K +18,152 +30%
MWM
30
Mission Wealth Management
California
$1.85M -$139K -5,782 -7%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.84M -$224K -9,315 -11%
Stifel Financial
32
Stifel Financial
Missouri
$1.82M +$1.82M +75,728 New
RW
33
Rand Wealth
Maryland
$1.64M -$3.2K -133 -0.2%
IA
34
IFP Advisors
Florida
$1.54M +$1.35M +56,107 +710%
TPWA
35
TRUE Private Wealth Advisors
Oregon
$1.47M +$701K +29,113 +91%
ST
36
Spinnaker Trust
Maine
$1.38M +$732K +30,407 +112%
AF
37
Advisornet Financial
Minnesota
$1.23M +$1.21M +50,324 +7,625%
AA
38
Advisory Alpha
Michigan
$1.04M +$67.4K +2,889 +7%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$808K +$156K +6,460 +24%
ECM
40
Exchange Capital Management
Michigan
$795K -$939 -39 -0.1%
ADL
41
Asset Dedication LLC
California
$745K +$113K +4,698 +18%
STB
42
S&T Bank
Pennsylvania
$704K – – –
FMB
43
Field & Main Bank
Kentucky
$612K -$4.21K -175 -0.7%
TCM
44
Tufton Capital Management
Maryland
$553K +$10.3K +426 +2%
GRP
45
Global Retirement Partners
California
$548K +$40.1K +1,666 +8%
BMM
46
Buffington Mohr McNeal
Idaho
$516K – – –
PCA
47
Providence Capital Advisors
North Carolina
$513K +$35.9K +1,488 +8%
BWM
48
BerganKDV Wealth Management
Minnesota
$475K +$205K +8,505 +76%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$430K -$450K -18,679 -51%
FCIM
50
Fairview Capital Investment Management
California
$404K +$159K +6,625 +65%
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