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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

145 hedge funds and large institutions have $263M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 34 closing their positions.

Holders
145
Holders Change
-12
Holders Change %
-7.64%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
26
Increased
51
Reduced
51
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$5.52M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$5.46M
3
Creative Planning
3
Creative Planning
Kansas
$10.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.11M
5
SS
5
Sunbelt Securities
Texas
$3.79M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$64.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.94M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$358K
4
AI
4
Atria Investments
North Carolina
$0
5
CWA
5
Core Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
51
Blueprint Investment Partners
North Carolina
$1.08M -$1.15M -55,227 -51%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$1.02M +$1.02M +48,997 New
PAG
53
Pinnacle Advisory Group
Maryland
$897K -$123K -5,920 -12%
AA
54
Ancora Advisors
Ohio
$887K – – –
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$873K -$165K -7,937 -16%
PAG
56
Private Advisor Group
New Jersey
$849K -$3.02K -145 -0.4%
CTA
57
Colonial Trust Advisors
South Carolina
$797K +$284K +13,637 +55%
IA
58
IFP Advisors
Florida
$793K -$1.99M -96,047 -72%
AF
59
Advisornet Financial
Minnesota
$739K -$72.8K -3,499 -9%
PG
60
Prostatis Group
Maryland
$666K -$1.6M -76,800 -71%
SF
61
Synovus Financial
Georgia
$653K +$653K +31,458 New
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$641K +$22.9K +1,100 +4%
TCM
63
Tufton Capital Management
Maryland
$597K +$41.4K +1,991 +7%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$586K -$377K -18,152 -39%
STB
65
S&T Bank
Pennsylvania
$585K – – –
CWM
66
Capital Wealth Management
Rhode Island
$569K +$569K +27,350 New
5L
67
55I LLC
Massachusetts
$550K -$515K -21,904 -48%
GM
68
GeoWealth Management
Illinois
$546K -$107K -5,149 -16%
CWM
69
Cedar Wealth Management
California
$542K +$199K +9,552 +58%
TI
70
Trexquant Investment
Connecticut
$536K +$536K +25,781 New
PCA
71
Providence Capital Advisors
North Carolina
$494K +$50.4K +2,424 +11%
AIM
72
Aurora Investment Managers
Florida
$484K -$289K -13,878 -37%
BMM
73
Buffington Mohr McNeal
Idaho
$477K -$1.46K -70 -0.3%
CFA
74
Cahill Financial Advisors
Minnesota
$456K -$2.23K -107 -0.5%
LI
75
LVZ Inc
Michigan
$437K +$437K +21,030 New
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3
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