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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

70 hedge funds and large institutions have $207M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$100M
2
RWP
2
RWA Wealth Partners
Massachusetts
$12.7M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.43M
4
Jane Street
4
Jane Street
New York
$1.14M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$819K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2K
2
PFA
2
Pure Financial Advisors
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.06M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.92M
5
SPC
5
Sigma Planning Corp
Michigan
$2.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$240K 9,726 -32,055 -77%
FAAS
52
First Allied Advisory Services
California
$80K 3,203 +3,203 New
IA
53
IFP Advisors
Florida
$55K 2,229 -645 -22%
AG
54
Advisor Group
Arizona
$50K 2,024 +155 +8%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$16K 653 +204 +45%
AF
56
Advisornet Financial
Minnesota
$16K 660 +660 New
CAC
57
Certified Advisory Corp
Florida
$15K 618 +618 New
JWA
58
JFS Wealth Advisors
Pennsylvania
$11K 451 +45 +11%
APSP
59
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K 422 +3 +0.7%
IWM
60
IHT Wealth Management
Illinois
$10K 429 +429 New
AWM
61
AllSquare Wealth Management
New York
$8K 314 – –
CFD
62
Creative Financial Designs
Indiana
$7K 291 +291 New
SWP
63
Stratos Wealth Partners
Ohio
$7K 300 +300 New
GI
64
Gradient Investments
Minnesota
$5K 190 +190 New
BlackRock
65
BlackRock
New York
$4K 152 -74 -33%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$4K 142 – –
PA
67
Parallel Advisors
California
$3K 115 -113 -50%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2K 66 -367,659 -100%
MA
69
MCF Advisors
Kentucky
$1K 34 +8 +31%
PCG
70
Private Capital Group
Connecticut
$229 9,276 +9,276 New
PFA
71
Pure Financial Advisors
California
– – -285,862 Closed
AIA
72
Allegis Investment Advisors
Idaho
– – -23,737 Closed
GC
73
Garde Capital
Washington
– – -9,207 Closed
MCIA
74
Mountain Capital Investment Advisors
Colorado
– – -4,787 Closed
CDIA
75
Capital Directions Investment Advisors
Georgia
– – -2,445 Closed
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3
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