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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 Market Value Shares Shares
Change 		Shares
Change %
ACA
76
Atlas Capital Advisors
Wyoming
$429K 20,629 +20,629 New
HCA
77
Heck Capital Advisors
Wisconsin
$397K 19,084 -176,153 -90%
IWS
78
Insight Wealth Strategies
California
$362K 17,412 -50,375 -74%
CH
79
Canton Hathaway
Rhode Island
$359K 17,251 -2,573 -13%
BFA
80
Beaumont Financial Advisors
Massachusetts
$358K 17,211 -651,514 -97%
SSWM
81
Smith Salley Wealth Management
North Carolina
$332K 15,950 +450 +3%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$301K 14,484 +6,656 +85%
HCMT
83
Highland Capital Management (Tennessee)
Tennessee
$300K 14,400 – –
LNC
84
Lincoln National Corp
Pennsylvania
$285K 13,740 -47,298 -77%
NAM
85
NorthCoast Asset Management
Connecticut
$272K 13,091 -86,258 -87%
SCA
86
Snowden Capital Advisors
New York
$268K 12,883 +5,442 +73%
FNC
87
First National Corp
Massachusetts
$255K 10,484 -49 -0.5%
GVAG
88
Great Valley Advisor Group
Delaware
$251K 12,039 +1,948 +19%
SMC
89
Smith, Moore & Co
Missouri
$251K 12,056 +12,056 New
JIP
90
Jaffetilchin Investment Partners
Florida
$237K 11,376 +1,535 +16%
TIM
91
Tortoise Investment Management
New York
$212K 10,193 -1,040 -9%
TRCT
92
Tower Research Capital (TRC)
New York
$169K 8,126 -10,627 -57%
NFG
93
Next Financial Group
Texas
$140K 6,753 +1,097 +19%
William Blair & Company
94
William Blair & Company
Illinois
$129K 6,217 +1,727 +38%
BCA
95
Bray Capital Advisors
Florida
$113K 5,455 – –
GRP
96
Global Retirement Partners
California
$108K 5,187 +709 +16%
ADL
97
Asset Dedication LLC
California
$98K 4,689 – –
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$81K 3,900 – –
CFG
99
Citizens Financial Group
Rhode Island
$73K 3,501 +3,501 New
SPIA
100
Steward Partners Investment Advisory
New York
$72K 3,470 +206 +6%
2 3
4
5 6