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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

92 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
34
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$12.7M
2
RWMH
2
Riverpoint Wealth Management Holdings
Illinois
$5.35M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.22M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$3.71M
5
VF
5
Virtu Financial
New York
$3.44M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$1.38M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$206K
4
Jane Street
4
Jane Street
New York
$1.84M
5
ASN
5
Advisory Services Network
Georgia
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
51
Transamerica Financial Advisors
Florida
$548K 24,468 +7,845 +47%
GRP
52
Global Retirement Partners
California
$535K 23,880 +1,103 +5%
TCM
53
Tufton Capital Management
Maryland
$514K 22,982 – –
TSS
54
Two Sigma Securities
New York
$501K 22,383 +22,383 New
BWM
55
BerganKDV Wealth Management
Minnesota
$483K 21,554 +1,838 +9%
BMM
56
Buffington Mohr McNeal
Idaho
$452K 20,190 -1,230 -6%
PCA
57
Providence Capital Advisors
North Carolina
$442K 19,745 -1,548 -7%
IC
58
Inscription Capital
Texas
$409K 18,281 +18,281 New
TIM
59
Tortoise Investment Management
New York
$308K 13,758 -2,879 -17%
MAFM
60
Mid Atlantic Financial Management
Pennsylvania
$303K 13,521 +13,521 New
OFG
61
Omega Financial Group
California
$300K 13,387 +13,387 New
CFA
62
Cahill Financial Advisors
Minnesota
$286K 12,737 +3,151 +33%
FNC
63
First National Corp
Massachusetts
$230K 10,276 +10,276 New
AA
64
Ancora Advisors
Ohio
$209K 9,349 +9,099 +3,640%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$206K 9,257 -142,328 -94%
VC
66
Vicus Capital
Pennsylvania
$204K 9,117 +278 +3%
BCA
67
Bray Capital Advisors
Florida
$122K 5,455 +5,455 New
CH
68
Canton Hathaway
Rhode Island
$92K 4,116 – –
WIM
69
Westside Investment Management
California
$80.6K 3,600 +3,600 New
KPW
70
Kore Private Wealth
New York
$80K 3,585 +3,585 New
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$75K 3,340 – –
EWA
72
ERTS Wealth Advisors
Michigan
$62K 2,747 +2,747 New
GWM
73
Geneos Wealth Management
Colorado
$56K 2,509 – –
Citigroup
74
Citigroup
New York
$50K 2,253 +2,253 New
LWM
75
Liberty Wealth Management
California
$42K 1,895 +1,895 New
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