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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

157 hedge funds and large institutions have $436M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
157
Holders Change
+25
Holders Change %
+18.94%
% of All Funds
3.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
38
Increased
57
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AMG
1
Asset Management Group
Connecticut
$5M
2
NAM
2
NorthCoast Asset Management
Connecticut
$2.77M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.92M
4
PFA
4
Pure Financial Advisors
California
$20M
5
NCM
5
Niemann Capital Management
Nevada
$2.03M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$0
2
FI
2
FormulaFolio Investments
Michigan
$124M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$18.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
76
Slow Capital
California
$707K 25,376 -452 -2%
CTA
77
Colonial Trust Advisors
South Carolina
$688K 24,679 +5,592 +29%
BMM
78
Buffington Mohr McNeal
Idaho
$641K 23,019 – –
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$633K 22,736 +22,736 New
CFA
80
Cahill Financial Advisors
Minnesota
$613K 21,996 +1,649 +8%
PCA
81
Providence Capital Advisors
North Carolina
$595K 21,347 +618 +3%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$572K 20,555 -1,637 -7%
CH
83
Canton Hathaway
Rhode Island
$552K 19,824 +2,114 +12%
TRCT
84
Tower Research Capital (TRC)
New York
$523K 18,753 +18,753 New
HT
85
HAP Trading
New York
$512K 18,365 +18,365 New
PJSIMP
86
P.J. Schmidt Investment Management (PJS)
Wisconsin
$505K 18,112 +1,018 +6%
Goldman Sachs
87
Goldman Sachs
New York
$502K 18,015 +18,015 New
CWM
88
Cedar Wealth Management
California
$460K 16,509 +7,414 +82%
SSWM
89
Smith Salley Wealth Management
North Carolina
$432K 15,500 +2,464 +19%
HCMT
90
Highland Capital Management (Tennessee)
Tennessee
$401K 14,400 – –
NL
91
NWAM LLC
Washington
$362K 12,985 +185 +1%
TIM
92
Tortoise Investment Management
New York
$313K 11,233 -895 -7%
OFG
93
Omega Financial Group
California
$308K 11,071 -58 -0.5%
FNC
94
First National Corp
Massachusetts
$293K 10,533 – –
AWM
95
AE Wealth Management
Kansas
$284K 10,191 +10,191 New
GVAG
96
Great Valley Advisor Group
Delaware
$281K 10,091 +1,603 +19%
JIP
97
Jaffetilchin Investment Partners
Florida
$274K 9,841 -223 -2%
ECM
98
Exchange Capital Management
Michigan
$250K 8,982 -14,888 -62%
FA
99
FMA Advisory
Pennsylvania
$245K 8,802 +144 +2%
IC
100
Inscription Capital
Texas
$232K 8,337 – –
2 3
4
5 6