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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

141 hedge funds and large institutions have $604M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
51
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$340M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$20.9M
3
WSFS
3
Wilmington Savings Fund Society
Delaware
$29.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.81M
5
EP
5
Eudaimonia Partners
Tennessee
$3.2M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$29.3M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$1.11M
3
DWA
3
Divergent Wealth Advisors
Utah
$0
4
TIA
4
Traphagen Investment Advisors
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$821K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$2.35M 100,000 -200 -0.2%
BWM
27
BerganKDV Wealth Management
Minnesota
$2.11M 89,701 +9,321 +12%
Stifel Financial
28
Stifel Financial
Missouri
$2M 85,070 +471 +0.6%
MCM
29
MAI Capital Management
Ohio
$1.91M 81,116 +6,308 +8%
TPWA
30
TRUE Private Wealth Advisors
Oregon
$1.86M 79,010 -6,571 -8%
ASN
31
Advisory Services Network
Georgia
$1.79M 75,992 -9,539 -11%
MWM
32
Mission Wealth Management
California
$1.77M 75,119 -5,700 -7%
Mariner
33
Mariner
Kansas
$1.64M 69,847 -1,694 -2%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.56M 66,387 -8,748 -12%
SIA
35
Soltis Investment Advisors
Utah
$1.55M 65,739 -953 -1%
LPL Financial
36
LPL Financial
California
$1.53M 65,282 +22,233 +52%
CWM
37
Capital Wealth Management
Rhode Island
$1.49M 63,349 +27,386 +76%
Morgan Stanley
38
Morgan Stanley
New York
$1.43M 60,986 -9,551 -14%
RJA
39
Raymond James & Associates
Florida
$1.39M 59,290 +3,519 +6%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.35M 57,231 +23,837 +71%
Citadel Advisors
41
Citadel Advisors
Florida
$1.33M 56,688 -22,351 -28%
Bank of America
42
Bank of America
North Carolina
$1.31M 55,610 -29,412 -35%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.29M 54,872 -2,170 -4%
UBS Group
44
UBS Group
Switzerland
$1.24M 52,829 +572 +1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.15M 48,838 +39,306 +412%
BFA
46
Beaumont Financial Advisors
Massachusetts
$1.11M 47,376 -395,187 -89%
JWCA
47
J.W. Cole Advisors
Florida
$1.06M 44,906 -926 -2%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$1.04M 44,099 +604 +1%
CTA
49
Colonial Trust Advisors
South Carolina
$1M 42,579 +4,577 +12%
5L
50
55I LLC
Massachusetts
$992K 42,224 +12,807 +44%
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