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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

92 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
34
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$12.7M
2
RWMH
2
Riverpoint Wealth Management Holdings
Illinois
$5.35M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.22M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$3.71M
5
VF
5
Virtu Financial
New York
$3.44M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$1.38M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$206K
4
Jane Street
4
Jane Street
New York
$1.84M
5
ASN
5
Advisory Services Network
Georgia
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Mission Wealth Management
California
$2.29M 102,257 +25,435 +33%
SIAM
27
Sterling Investment Advisors (Missouri)
Missouri
$2.24M 99,912 -745 -0.7%
SWM
28
SigFig Wealth Management
California
$2.03M 91,251 -4,210 -4%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.9M 84,656 +51,095 +152%
Jane Street
30
Jane Street
New York
$1.84M 81,992 -75,446 -48%
IA
31
IFP Advisors
Florida
$1.6M 71,474 +7,467 +12%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.59M 71,155 -5,413 -7%
Stifel Financial
33
Stifel Financial
Missouri
$1.52M 67,668 -8,060 -11%
AG
34
Advisor Group
Arizona
$1.4M 62,277 +53,771 +632%
BFA
35
Beaumont Financial Advisors
Massachusetts
$1.38M 61,434 -1,013,174 -94%
ST
36
Spinnaker Trust
Maine
$1.31M 58,357 +838 +1%
LPL Financial
37
LPL Financial
California
$1.26M 56,400 -22,061 -28%
Bank of America
38
Bank of America
North Carolina
$1.22M 54,500 -26,986 -33%
FSC
39
Full Sail Capital
Oklahoma
$1.17M 52,424 +52,424 New
ASN
40
Advisory Services Network
Georgia
$1.13M 50,585 -51,417 -50%
UBS Group
41
UBS Group
Switzerland
$1.09M 48,689 +40,208 +474%
TRCT
42
Tower Research Capital (TRC)
New York
$1.06M 47,431 +43,555 +1,124%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.04M 46,290 +46,290 New
AF
44
Advisornet Financial
Minnesota
$984K 43,948 -7,036 -14%
ECM
45
Exchange Capital Management
Michigan
$760K 33,928 +901 +3%
Morgan Stanley
46
Morgan Stanley
New York
$733K 32,716 -45,017 -58%
ADL
47
Asset Dedication LLC
California
$723K 32,359 +1,430 +5%
MWC
48
MKD Wealth Coaches
Michigan
$679K 30,314 +30,314 New
STB
49
S&T Bank
Pennsylvania
$655K 29,247 – –
SG Americas Securities
50
SG Americas Securities
New York
$581K 25,961 +11,672 +82%
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