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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

73 hedge funds and large institutions have $191M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
35
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$38.4M
2
PAG
2
Pinnacle Advisory Group
Maryland
$24M
3
PWM
3
Patriot Wealth Management
Texas
$12.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.94M
5
Wells Fargo
5
Wells Fargo
California
$4.99M

Top Sellers

1
IWA
1
Independence Wealth Advisors
Virginia
$0
2
ASN
2
Advisory Services Network
Georgia
$2.46M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$785K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.11M
5
UBS Group
5
UBS Group
Switzerland
$83K
Name Market Value Shares Shares
Change 		Shares
Change %
FCIM
51
Fairview Capital Investment Management
California
$250K 10,175 +10,175 New
PCG
52
Private Capital Group
Connecticut
$232K 9,476 +94 +1%
CFA
53
Cahill Financial Advisors
Minnesota
$211K 8,584 +8,584 New
IA
54
IFP Advisors
Florida
$194K 7,900 +5,671 +254%
PO
55
Private Ocean
California
$149K 6,083 – –
AG
56
Advisor Group
Arizona
$113K 4,612 +4,409 +2,172%
UBS Group
57
UBS Group
Switzerland
$83K 3,381 -13,416 -80%
CDIA
58
Capital Directions Investment Advisors
Georgia
$41K 1,689 – –
CFD
59
Creative Financial Designs
Indiana
$22K 916 – –
AF
60
Advisornet Financial
Minnesota
$16K 660 – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$16K 667 +7 +1%
RWA
62
River Wealth Advisors
Pennsylvania
$16K 636 +636 New
CAC
63
Certified Advisory Corp
Florida
$15K 619 – –
APSP
64
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K 431 +4 +0.9%
VIA
65
Vantage Investment Advisors
Pennsylvania
$10K 400 +400 New
PA
66
Parallel Advisors
California
$8K 357 +339 +1,883%
ML
67
McAdam LLC
Pennsylvania
$7K 305 – –
FHA
68
Flagship Harbor Advisors
Massachusetts
$5K 214 +214 New
GWM
69
Geneos Wealth Management
Colorado
$5K 237 +237 New
MFT
70
Moisand Fitzgerald Tamayo
Florida
$4K 154 +154 New
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$4K 180 +180 New
BlackRock
72
BlackRock
New York
$2K 94 – –
MA
73
MCF Advisors
Kentucky
$1K 34 – –
IWA
74
Independence Wealth Advisors
Virginia
– – -153,394 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
– – -9,657 Closed
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