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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

141 hedge funds and large institutions have $604M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
51
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$340M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$20.9M
3
WSFS
3
Wilmington Savings Fund Society
Delaware
$29.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.81M
5
EP
5
Eudaimonia Partners
Tennessee
$3.2M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$29.3M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$1.11M
3
DWA
3
Divergent Wealth Advisors
Utah
$0
4
TIA
4
Traphagen Investment Advisors
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$821K
Name Market Value Shares Shares
Change 		Shares
Change %
HCMT
76
Highland Capital Management (Tennessee)
Tennessee
$338K 14,400 – –
IA
77
IFP Advisors
Florida
$318K 13,550 -25,511 -65%
MAFM
78
Mid Atlantic Financial Management
Pennsylvania
$317K 12,873 +3,784 +42%
ACA
79
Atlas Capital Advisors
Wyoming
$314K 13,347 -2,750 -17%
NAM
80
NorthCoast Asset Management
Connecticut
$309K 13,119 -557 -4%
GVAG
81
Great Valley Advisor Group
Delaware
$280K 11,934 +574 +5%
VC
82
Vicus Capital
Pennsylvania
$269K 11,432 +11,432 New
TIM
83
Tortoise Investment Management
New York
$250K 10,638 +1,035 +11%
SCA
84
Snowden Capital Advisors
New York
$222K 9,461 +9,461 New
IWS
85
Insight Wealth Strategies
California
$217K 9,229 +70 +0.8%
BAM
86
Baldrige Asset Management
Pennsylvania
$213K 9,082 +9,082 New
OIA
87
OneDigital Investment Advisors
Kansas
$209K 8,904 +8,904 New
AF
88
Advisornet Financial
Minnesota
$202K 8,605 -788 -8%
NFG
89
Next Financial Group
Texas
$143K 6,102 +6,102 New
GRP
90
Global Retirement Partners
California
$140K 5,975 -808 -12%
BCA
91
Bray Capital Advisors
Florida
$128K 5,455 – –
ADL
92
Asset Dedication LLC
California
$119K 5,085 +390 +8%
AWA
93
Arkadios Wealth Advisors
Georgia
$97.6K 4,058 +4,058 New
SPIA
94
Steward Partners Investment Advisory
New York
$93K 3,945 -1,142 -22%
CFGS
95
Concourse Financial Group Securities
Alabama
$92K 3,933 -4,000 -50%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$91K 3,900 – –
TCOV
97
Trust Company of Vermont
Vermont
$72K 3,045 – –
DI
98
Disciplined Investments
Oklahoma
$71K 3,013 – –
GWM
99
Geneos Wealth Management
Colorado
$68K 2,984 – –
William Blair & Company
100
William Blair & Company
Illinois
$62K 2,657 -145 -5%
2 3
4
5 6