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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

132 hedge funds and large institutions have $410M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
21
Increased
64
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.3M
2
MA
2
Mutual Advisors
Nebraska
$4.06M
3
Wells Fargo
3
Wells Fargo
California
$9.59M
4
Mariner
4
Mariner
Kansas
$2.69M
5
AMG
5
Asset Management Group
Connecticut
$1.81M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$127M
2
SPC
2
Sigma Planning Corp
Michigan
$3.43M
3
MWM
3
Mascoma Wealth Management
New Hampshire
$2.14M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Mission Wealth Management
California
$2.92M 104,493 +2,231 +2%
Mariner
27
Mariner
Kansas
$2.69M 96,327 +70,934 +279%
SWM
28
SigFig Wealth Management
California
$2.66M 95,160 -2,779 -3%
SIAM
29
Sterling Investment Advisors (Missouri)
Missouri
$2.59M 92,688 -3,006 -3%
FSC
30
Full Sail Capital
Oklahoma
$2.46M 89,812 +6,741 +8%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.35M 84,148 -2,965 -3%
Stifel Financial
32
Stifel Financial
Missouri
$2.19M 78,404 +15,970 +26%
MWM
33
Mascoma Wealth Management
New Hampshire
$2.14M 76,562 -91,206 -54%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.12M 76,010 -952 -1%
CWG
35
Cornerstone Wealth Group
North Carolina
$2M 71,698 +6,306 +10%
ST
36
Spinnaker Trust
Maine
$1.98M 71,049 +113 +0.2%
AG
37
Advisor Group
Arizona
$1.91M 68,425 +1,527 +2%
LPL Financial
38
LPL Financial
California
$1.87M 67,062 -1,808 -3%
AMG
39
Asset Management Group
Connecticut
$1.81M 64,761 +64,761 New
PAG
40
Pinnacle Advisory Group
Maryland
$1.75M 62,766 -3,197 -5%
TPWA
41
TRUE Private Wealth Advisors
Oregon
$1.74M 62,223 +13,383 +27%
Morgan Stanley
42
Morgan Stanley
New York
$1.52M 54,440 -3,671 -6%
LNC
43
Lincoln National Corp
Pennsylvania
$1.49M 53,245 -89,439 -63%
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$1.44M 51,742 +7,648 +17%
UBS Group
45
UBS Group
Switzerland
$1.38M 49,356 -590 -1%
RJA
46
Raymond James & Associates
Florida
$1.31M 46,954 -28,350 -38%
GM
47
GeoWealth Management
Illinois
$1.29M 46,323 +36,414 +367%
AA
48
Ancora Advisors
Ohio
$1.19M 42,631 +90 +0.2%
AF
49
Advisornet Financial
Minnesota
$1.13M 40,504 +3,732 +10%
PFS
50
Prospera Financial Services
Texas
$1.07M 38,279 +6,492 +20%
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