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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

145 hedge funds and large institutions have $263M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 34 closing their positions.

Holders
145
Holders Change
-12
Holders Change %
-7.64%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
26
Increased
51
Reduced
51
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$5.52M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$5.46M
3
Creative Planning
3
Creative Planning
Kansas
$10.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.11M
5
SS
5
Sunbelt Securities
Texas
$3.79M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$64.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.94M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$358K
4
AI
4
Atria Investments
North Carolina
$0
5
CWA
5
Core Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$2.01M 96,544 -50,590 -34%
Bank of America
27
Bank of America
North Carolina
$1.97M 94,737 -80,663 -46%
HT
28
HAP Trading
New York
$1.96M 94,019 +75,654 +412%
CWG
29
Cornerstone Wealth Group
North Carolina
$1.95M 93,591 +16,684 +22%
Stifel Financial
30
Stifel Financial
Missouri
$1.92M 92,417 +12,219 +15%
TPWA
31
TRUE Private Wealth Advisors
Oregon
$1.8M 86,315 -1,374 -2%
MWM
32
Mission Wealth Management
California
$1.77M 85,019 -14,437 -15%
WR
33
Watson Rebecca
$1.71M 77,634 -6,553 -8%
PCS
34
Personal CFO Solutions
New Jersey
$1.66M 79,618 +79,618 New
BFPW
35
BOK Financial Private Wealth
Colorado
$1.61M 77,310 +69,910 +945%
Mariner
36
Mariner
Kansas
$1.58M 75,994 -15,598 -17%
SW
37
SVB Wealth
Massachusetts
$1.57M 75,443 -27,219 -27%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.57M 76,083 -1,389 -2%
Morgan Stanley
39
Morgan Stanley
New York
$1.5M 71,971 +13,953 +24%
LPL Financial
40
LPL Financial
California
$1.5M 71,925 -1,568 -2%
BWA
41
Beam Wealth Advisors
Louisiana
$1.47M 70,412 -28,866 -29%
ST
42
Spinnaker Trust
Maine
$1.46M 70,101 -689 -1%
BWM
43
BerganKDV Wealth Management
Minnesota
$1.4M 67,281 +37,701 +127%
AAS
44
Avantax Advisory Services
Texas
$1.36M 74,517 +6,113 +9%
SIA
45
Soltis Investment Advisors
Utah
$1.33M 63,885 -83,358 -57%
MCM
46
MAI Capital Management
Ohio
$1.21M 58,326 +12,486 +27%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.21M 58,194 +12,025 +26%
AIC
48
Ameritas Investment Company
Nebraska
$1.18M 57,503 +20,322 +55%
UBS Group
49
UBS Group
Switzerland
$1.17M 56,217 +2,885 +5%
RJA
50
Raymond James & Associates
Florida
$1.09M 52,475 +12,045 +30%
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