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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

132 hedge funds and large institutions have $410M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
21
Increased
64
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.3M
2
MA
2
Mutual Advisors
Nebraska
$4.06M
3
Wells Fargo
3
Wells Fargo
California
$9.59M
4
Mariner
4
Mariner
Kansas
$2.69M
5
AMG
5
Asset Management Group
Connecticut
$1.81M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$127M
2
SPC
2
Sigma Planning Corp
Michigan
$3.43M
3
MWM
3
Mascoma Wealth Management
New Hampshire
$2.14M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
HCMT
76
Highland Capital Management (Tennessee)
Tennessee
$402K 14,400 +14,400 New
GRP
77
Global Retirement Partners
California
$399K 14,300 -1,154 -7%
PCM
78
Penserra Capital Management
California
$370K 13,286 +13,286 New
SSWM
79
Smith Salley Wealth Management
North Carolina
$364K 13,036 +742 +6%
NL
80
NWAM LLC
Washington
$357K 12,800 +1,339 +12%
TIM
81
Tortoise Investment Management
New York
$338K 12,128 +900 +8%
FCA
82
FinTrust Capital Advisors
South Carolina
$329K 11,787 -2,229 -16%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$315K 11,300 +11,300 New
OFG
84
Omega Financial Group
California
$310K 11,129 -1,823 -14%
FNC
85
First National Corp
Massachusetts
$294K 10,533 +131 +1%
JIP
86
Jaffetilchin Investment Partners
Florida
$281K 10,064 -8 -0.1%
CWM
87
Cedar Wealth Management
California
$254K 9,095 +3,042 +50%
FA
88
FMA Advisory
Pennsylvania
$242K 8,658 +38 +0.4%
GVAG
89
Great Valley Advisor Group
Delaware
$237K 8,488 +572 +7%
IC
90
Inscription Capital
Texas
$233K 8,337 – –
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$230K 8,234 -197 -2%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$226K 8,114 +8,114 New
FCIM
93
Fairview Capital Investment Management
California
$217K 7,800 – –
MWM
94
Merriman Wealth Management
Washington
$206K 7,396 -696 -9%
SCA
95
Snowden Capital Advisors
New York
$204K 7,319 +7,319 New
BAM
96
Baldrige Asset Management
Pennsylvania
$203K 7,292 +7,292 New
RIA
97
Realta Investment Advisors
Delaware
$199K 7,075 +1,845 +35%
BCA
98
Bray Capital Advisors
Florida
$152K 5,455 – –
ADL
99
Asset Dedication LLC
California
$132K 4,689 -3,609 -43%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$109K 3,900 -75 -2%
2 3
4
5 6