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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

121 hedge funds and large institutions have $371M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
49
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$2.88M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2.87M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.59M
4
ASN
4
Advisory Services Network
Georgia
$11.7M
5
AI
5
Atria Investments
North Carolina
$7.4M

Top Sellers

1
FPGK
1
Financial Partners Group (Kansas)
Kansas
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.56M
3
FI
3
FormulaFolio Investments
Michigan
$123M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$3.74M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SigFig Wealth Management
California
$2.56M 97,939 +7,459 +8%
SIAM
27
Sterling Investment Advisors (Missouri)
Missouri
$2.51M 95,694 -3,161 -3%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$2.28M 87,113 -1,769 -2%
FSC
29
Full Sail Capital
Oklahoma
$2.26M 83,071 +11,360 +16%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.01M 76,962 -2,848 -4%
RJA
31
Raymond James & Associates
Florida
$1.97M 75,304 -2,000 -3%
ST
32
Spinnaker Trust
Maine
$1.86M 70,936 +10,581 +18%
LPL Financial
33
LPL Financial
California
$1.8M 68,870 +5,382 +8%
AG
34
Advisor Group
Arizona
$1.75M 66,898 +2,098 +3%
PAG
35
Pinnacle Advisory Group
Maryland
$1.73M 65,963 +17,772 +37%
CWG
36
Cornerstone Wealth Group
North Carolina
$1.71M 65,392 +10,932 +20%
Stifel Financial
37
Stifel Financial
Missouri
$1.64M 62,434 -999 -2%
Morgan Stanley
38
Morgan Stanley
New York
$1.52M 58,111 -222 -0.4%
Jane Street
39
Jane Street
New York
$1.4M 53,295 -26,269 -33%
UBS Group
40
UBS Group
Switzerland
$1.31M 49,946 -930 -2%
IWS
41
Insight Wealth Strategies
California
$1.3M 49,757 +49,757 New
TPWA
42
TRUE Private Wealth Advisors
Oregon
$1.28M 48,840 -44,055 -47%
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$1.15M 44,094 +18,145 +70%
AA
44
Ancora Advisors
Ohio
$1.11M 42,541 +33,192 +355%
AF
45
Advisornet Financial
Minnesota
$963K 36,772 -2,918 -7%
ECM
46
Exchange Capital Management
Michigan
$923K 35,237 -150 -0.4%
SXL
47
Summit X LLC
Missouri
$843K 32,546 +7,117 +28%
PFS
48
Prospera Financial Services
Texas
$833K 31,787 +2,332 +8%
VF
49
Virtu Financial
New York
$828K 31,628 -29,694 -48%
MWC
50
MKD Wealth Coaches
Michigan
$788K 30,082 -706 -2%
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