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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

139 hedge funds and large institutions have $517M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 25 closing their positions.

Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
45
Reduced
54
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$242M
2
WSFS
2
Wilmington Savings Fund Society
Delaware
$23.9M
3
CNC
3
Citizens & Northern Corp
Pennsylvania
$12.2M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$10.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.34M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$42.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$223K
4
SS
4
Sunbelt Securities
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.45M
Name Market Value Shares Shares
Change 		Shares
Change %
SSWM
76
Smith Salley Wealth Management
North Carolina
$363K 15,515 -435 -3%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$345K 14,777 +293 +2%
HCMT
78
Highland Capital Management (Tennessee)
Tennessee
$337K 14,400 – –
NAM
79
NorthCoast Asset Management
Connecticut
$320K 13,676 +585 +4%
FNC
80
First National Corp
Massachusetts
$310K 13,246 +2,762 +26%
GVAG
81
Great Valley Advisor Group
Delaware
$266K 11,360 -679 -6%
TIM
82
Tortoise Investment Management
New York
$225K 9,603 -590 -6%
RIA
83
Realta Investment Advisors
Delaware
$224K 9,586 +9,586 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$223K 9,532 -236,212 -96%
AF
85
Advisornet Financial
Minnesota
$220K 9,393 -26,120 -74%
IWS
86
Insight Wealth Strategies
California
$214K 9,159 -8,253 -47%
MAFM
87
Mid Atlantic Financial Management
Pennsylvania
$213K 9,089 -32,865 -78%
PCMC
88
Paragon Capital Management (Colorado)
Colorado
$208K 8,892 +8,892 New
FTUS
89
Flow Traders U.S.
New York
$200K 8,573 +8,573 New
CFGS
90
Concourse Financial Group Securities
Alabama
$185K 7,933 +5,061 +176%
PAG
91
Private Advisor Group
New Jersey
$178K 7,609 -33,199 -81%
GRP
92
Global Retirement Partners
California
$159K 6,783 +1,596 +31%
BCA
93
Bray Capital Advisors
Florida
$128K 5,455 – –
SPIA
94
Steward Partners Investment Advisory
New York
$119K 5,087 +1,617 +47%
ADL
95
Asset Dedication LLC
California
$110K 4,695 +6 +0.1%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$91K 3,900 – –
CAN
97
Cetera Advisor Networks
California
$85K 3,647 +3,647 New
LWM
98
Liberty Wealth Management
California
$74K 3,148 +3 +0.1%
TCOV
99
Trust Company of Vermont
Vermont
$71K 3,045 +3,045 New
DI
100
Disciplined Investments
Oklahoma
$70K 3,013 – –
2 3
4
5 6