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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

121 hedge funds and large institutions have $371M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
49
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$2.88M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2.87M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.59M
4
ASN
4
Advisory Services Network
Georgia
$11.7M
5
AI
5
Atria Investments
North Carolina
$7.4M

Top Sellers

1
FPGK
1
Financial Partners Group (Kansas)
Kansas
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.56M
3
FI
3
FormulaFolio Investments
Michigan
$123M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$3.74M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
101
Valeo Financial Advisors
Indiana
$34K 1,300 +1,300 New
ATC
102
Adirondack Trust Company
New York
$29K 1,109 +1,109 New
CFD
103
Creative Financial Designs
Indiana
$25K 916 +916 New
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$22K 819 +4 +0.5%
CAC
105
Certified Advisory Corp
Florida
$16K 620 – –
PA
106
Parallel Advisors
California
$13K 487 -18 -4%
APSP
107
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K 454 +4 +0.9%
RFWA
108
RPg Family Wealth Advisory
Massachusetts
$12K 457 +57 +14%
MA
109
MCF Advisors
Kentucky
$8K 296 -16 -5%
SWP
110
Strategic Wealth Partners
Ohio
$7K 265 +3 +1%
FHA
111
Flagship Harbor Advisors
Massachusetts
$5K 225 +2 +0.9%
NFG
112
Next Financial Group
Texas
$5K 194 +194 New
BFEC
113
Benjamin F. Edwards & Company
Missouri
$4K 150 – –
GWMIA
114
Global Wealth Management Investment Advisory
Florida
$3K 100 +100 New
MWM
115
Merriman Wealth Management
Washington
$2.11K 8,092 – –
FWM
116
Focused Wealth Management
New York
$2K 74 +74 New
MFT
117
Moisand Fitzgerald Tamayo
Florida
$1K 55 – –
AIL
118
AGF Investments LLC
Ontario, Canada
$1K 40 – –
TWA
119
TCI Wealth Advisors
Arizona
$1K 40 +1 +3%
CFA
120
Carroll Financial Associates
North Carolina
$1K 39 +39 New
WIM
121
Westside Investment Management
California
$81 3,100 +3,100 New
FPGK
122
Financial Partners Group (Kansas)
Kansas
– – -223,301 Closed
Goldman Sachs
123
Goldman Sachs
New York
– – -19,879 Closed
SHIM
124
Stone House Investment Management
Pennsylvania
– – -4,213 Closed
DWM
125
Destination Wealth Management
California
– – -467 Closed
2 3 4
5
6