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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

102 hedge funds and large institutions have $363M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
25
Increased
45
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$21.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.2M
3
ASN
3
Advisory Services Network
Georgia
$9.85M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.6M
5
DWM
5
Darwin Wealth Management
Florida
$6.26M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$124M
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.25M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$2.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Mariner
5
Mariner
Kansas
$814K
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SigFig Wealth Management
California
$2.35M 90,480 -771 -0.8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.31M 88,882 +4,226 +5%
Jane Street
28
Jane Street
New York
$2.07M 79,564 -2,428 -3%
HighTower Advisors
29
HighTower Advisors
Illinois
$2.07M 79,810 +8,655 +12%
RJA
30
Raymond James & Associates
Florida
$2.01M 77,304 -26,678 -26%
FSC
31
Full Sail Capital
Oklahoma
$1.86M 71,711 +19,287 +37%
AG
32
Advisor Group
Arizona
$1.68M 64,800 +2,523 +4%
LPL Financial
33
LPL Financial
California
$1.65M 63,488 +7,088 +13%
Stifel Financial
34
Stifel Financial
Missouri
$1.64M 63,433 -4,235 -6%
VF
35
Virtu Financial
New York
$1.59M 61,322 -92,506 -60%
ST
36
Spinnaker Trust
Maine
$1.57M 60,355 +1,998 +3%
Morgan Stanley
37
Morgan Stanley
New York
$1.52M 58,333 +25,617 +78%
CWG
38
Cornerstone Wealth Group
North Carolina
$1.41M 54,460 +54,460 New
UBS Group
39
UBS Group
Switzerland
$1.32M 50,876 +2,187 +4%
PAG
40
Pinnacle Advisory Group
Maryland
$1.25M 48,191 -781,535 -94%
AF
41
Advisornet Financial
Minnesota
$1.03M 39,690 -4,258 -10%
ECM
42
Exchange Capital Management
Michigan
$919K 35,387 +1,459 +4%
Mariner
43
Mariner
Kansas
$814K 31,337 -153,343 -83%
MWC
44
MKD Wealth Coaches
Michigan
$800K 30,788 +474 +2%
PFS
45
Prospera Financial Services
Texas
$767K 29,455 +29,455 New
BWM
46
BerganKDV Wealth Management
Minnesota
$757K 29,148 +7,594 +35%
STB
47
S&T Bank
Pennsylvania
$748K 28,821 -426 -1%
AIC
48
Ameritas Investment Company
Nebraska
$722K 27,799 +27,799 New
MAFM
49
Mid Atlantic Financial Management
Pennsylvania
$674K 25,949 +12,428 +92%
SXL
50
Summit X LLC
Missouri
$661K 25,429 +25,429 New
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