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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

121 hedge funds and large institutions have $371M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
49
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$2.88M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2.87M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.59M
4
ASN
4
Advisory Services Network
Georgia
$11.7M
5
AI
5
Atria Investments
North Carolina
$7.4M

Top Sellers

1
FPGK
1
Financial Partners Group (Kansas)
Kansas
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.56M
3
FI
3
FormulaFolio Investments
Michigan
$123M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$3.74M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$294K 11,245 +11,245 New
FNC
77
First National Corp
Massachusetts
$271K 10,402 +1,642 +19%
JIP
78
Jaffetilchin Investment Partners
Florida
$264K 10,072 +1,084 +12%
GM
79
GeoWealth Management
Illinois
$259K 9,909 +9,909 New
TRCT
80
Tower Research Capital (TRC)
New York
$249K 9,495 -14,551 -61%
PCG
81
Private Capital Group
Connecticut
$233K 9,476 +9,476 New
FA
82
FMA Advisory
Pennsylvania
$226K 8,620 +549 +7%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$221K 8,431 +3,995 +90%
IC
84
Inscription Capital
Texas
$218K 8,337 -9,944 -54%
ADL
85
Asset Dedication LLC
California
$218K 8,298 -5,469 -40%
GVAG
86
Great Valley Advisor Group
Delaware
$207K 7,916 +7,916 New
FCIM
87
Fairview Capital Investment Management
California
$204K 7,800 – –
AIC
88
Ameritas Investment Company
Nebraska
$203K 7,736 -20,063 -72%
CWM
89
Cedar Wealth Management
California
$158K 6,053 +1,866 +45%
BCA
90
Bray Capital Advisors
Florida
$143K 5,455 – –
RIA
91
Realta Investment Advisors
Delaware
$137K 5,230 +951 +22%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$103K 3,975 +3,900 +5,200%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$86K 3,288 -1,515 -32%
GWM
94
Geneos Wealth Management
Colorado
$83K 3,201 – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$61K 2,338 +964 +70%
TFA
96
Transamerica Financial Advisors
Florida
$60K 2,286 +2,286 New
Citigroup
97
Citigroup
New York
$59K 2,259 +9 +0.4%
PFC
98
Phocas Financial Corp
California
– – – –
CFGS
99
Concourse Financial Group Securities
Alabama
$52K 1,979 +600 +44%
LWM
100
Liberty Wealth Management
California
$50K 1,901 +3 +0.2%
2 3
4
5 6