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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

139 hedge funds and large institutions have $517M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 25 closing their positions.

Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
45
Reduced
54
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$242M
2
WSFS
2
Wilmington Savings Fund Society
Delaware
$23.9M
3
CNC
3
Citizens & Northern Corp
Pennsylvania
$12.2M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$10.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.34M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$42.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$223K
4
SS
4
Sunbelt Securities
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.45M 104,714 -145,637 -58%
Goldman Sachs
27
Goldman Sachs
New York
$2.34M 100,200 +100,200 New
SWM
28
SigFig Wealth Management
California
$2.32M 99,174 +751 +0.8%
PCS
29
Personal CFO Solutions
New Jersey
$2.02M 86,447 +6,829 +9%
TRCT
30
Tower Research Capital (TRC)
New York
$2.02M 86,167 +78,041 +960%
ASN
31
Advisory Services Network
Georgia
$2M 85,531 -48,007 -36%
TPWA
32
TRUE Private Wealth Advisors
Oregon
$2M 85,581 -734 -0.9%
Bank of America
33
Bank of America
North Carolina
$1.99M 85,022 -9,715 -10%
Stifel Financial
34
Stifel Financial
Missouri
$1.98M 84,599 -7,818 -8%
MWM
35
Mission Wealth Management
California
$1.89M 80,819 -4,200 -5%
BWM
36
BerganKDV Wealth Management
Minnesota
$1.88M 80,380 +13,099 +19%
Citadel Advisors
37
Citadel Advisors
Florida
$1.85M 79,039 +79,039 New
MML Investors Services
38
MML Investors Services
Massachusetts
$1.76M 75,135 +16,941 +29%
MCM
39
MAI Capital Management
Ohio
$1.75M 74,808 +16,482 +28%
Mariner
40
Mariner
Kansas
$1.67M 71,541 -4,453 -6%
AAS
41
Avantax Advisory Services
Texas
$1.67M 75,689 +1,172 +2%
Morgan Stanley
42
Morgan Stanley
New York
$1.65M 70,537 -1,434 -2%
SIA
43
Soltis Investment Advisors
Utah
$1.56M 66,692 +2,807 +4%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.34M 57,042 -19,041 -25%
RJA
45
Raymond James & Associates
Florida
$1.3M 55,771 +3,296 +6%
UBS Group
46
UBS Group
Switzerland
$1.22M 52,257 -3,960 -7%
JWCA
47
J.W. Cole Advisors
Florida
$1.07M 45,832 +45,832 New
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$1.02M 43,495 -5,502 -11%
LPL Financial
49
LPL Financial
California
$1.01M 43,049 -28,876 -40%
SW
50
SVB Wealth
Massachusetts
$934K 39,954 -35,489 -47%
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