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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

84 hedge funds and large institutions have $344M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
18
Increased
40
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$136M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26M
3
PFA
3
Pure Financial Advisors
California
$12M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$4.74M
5
AI
5
Atria Investments
North Carolina
$4.23M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$25.9M
2
VC
2
Vicus Capital
Pennsylvania
$213K
3
PAG
3
Pinnacle Advisory Group
Maryland
$20M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.8M
5
DWA
5
Divergent Wealth Advisors
Utah
$5.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
51
Transamerica Financial Advisors
Florida
$401K 16,623 +16,623 New
TIM
52
Tortoise Investment Management
New York
$400K 16,637 +1,998 +14%
SG Americas Securities
53
SG Americas Securities
New York
$344K 14,289 +14,289 New
RCAG
54
Rehmann Capital Advisory Group
Michigan
$279K 11,581 -25,039 -68%
CFGS
55
Concourse Financial Group Securities
Alabama
$248K 10,316 +10,316 New
CFA
56
Cahill Financial Advisors
Minnesota
$231K 9,586 +1,002 +12%
VC
57
Vicus Capital
Pennsylvania
$213K 8,839 -162,374 -95%
AG
58
Advisor Group
Arizona
$205K 8,506 +3,894 +84%
UBS Group
59
UBS Group
Switzerland
$204K 8,481 +5,100 +151%
PO
60
Private Ocean
California
$146K 6,083 – –
CH
61
Canton Hathaway
Rhode Island
$99K 4,116 +4,116 New
TRCT
62
Tower Research Capital (TRC)
New York
$93K 3,876 +3,876 New
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$80K 3,340 +3,340 New
GWM
64
Geneos Wealth Management
Colorado
$60K 2,509 +2,272 +959%
CFD
65
Creative Financial Designs
Indiana
$22K 916 – –
CFG
66
Citizens Financial Group
Rhode Island
$20K 817 +817 New
RWA
67
River Wealth Advisors
Pennsylvania
$19K 793 +157 +25%
KF
68
Krilogy Financial
Missouri
$18K 761 +761 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$16K 682 +15 +2%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$16K 647 +647 New
CDIA
71
Capital Directions Investment Advisors
Georgia
$15K 611 -1,078 -64%
CAC
72
Certified Advisory Corp
Florida
$15K 620 +1 +0.2%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$14K 603 +603 New
ML
74
McAdam LLC
Pennsylvania
$12K 506 +201 +66%
APSP
75
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K 441 +10 +2%
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