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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

102 hedge funds and large institutions have $363M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
25
Increased
45
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$21.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.2M
3
ASN
3
Advisory Services Network
Georgia
$9.85M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.6M
5
DWM
5
Darwin Wealth Management
Florida
$6.26M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$124M
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.25M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$2.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Mariner
5
Mariner
Kansas
$814K
Name Market Value Shares Shares
Change 		Shares
Change %
PS
51
Portfolio Strategies
New York
$646K 24,912 +24,912 New
FMB
52
Field & Main Bank
Kentucky
$645K 24,850 +24,850 New
TRCT
53
Tower Research Capital (TRC)
New York
$624K 24,046 -23,385 -49%
TCM
54
Tufton Capital Management
Maryland
$580K 22,369 -613 -3%
PCA
55
Providence Capital Advisors
North Carolina
$545K 20,979 +1,234 +6%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$522K 20,081 +19,332 +2,581%
BMM
57
Buffington Mohr McNeal
Idaho
$521K 20,077 -113 -0.6%
Goldman Sachs
58
Goldman Sachs
New York
$516K 19,879 +19,879 New
IC
59
Inscription Capital
Texas
$475K 18,281 – –
GRP
60
Global Retirement Partners
California
$423K 16,297 -7,583 -32%
FCA
61
FinTrust Capital Advisors
South Carolina
$364K 14,016 +14,016 New
CFA
62
Cahill Financial Advisors
Minnesota
$361K 13,889 +1,152 +9%
ADL
63
Asset Dedication LLC
California
$357K 13,767 -18,592 -57%
OFG
64
Omega Financial Group
California
$336K 12,955 -432 -3%
TIM
65
Tortoise Investment Management
New York
$329K 12,683 -1,075 -8%
AA
66
Ancora Advisors
Ohio
$243K 9,349 – –
JIP
67
Jaffetilchin Investment Partners
Florida
$233K 8,988 +8,988 New
FNC
68
First National Corp
Massachusetts
$227K 8,760 -1,516 -15%
NL
69
NWAM LLC
Washington
$223K 8,577 +8,577 New
FA
70
FMA Advisory
Pennsylvania
$210K 8,071 +8,071 New
MWM
71
Merriman Wealth Management
Washington
$210K 8,092 +8,092 New
FCIM
72
Fairview Capital Investment Management
California
$202K 7,800 +7,800 New
CH
73
Canton Hathaway
Rhode Island
$190K 7,341 +3,225 +78%
BCA
74
Bray Capital Advisors
Florida
$142K 5,455 – –
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$125K 4,803 -4,454 -48%
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3
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