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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

132 hedge funds and large institutions have $410M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
21
Increased
64
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.3M
2
MA
2
Mutual Advisors
Nebraska
$4.06M
3
Wells Fargo
3
Wells Fargo
California
$9.59M
4
Mariner
4
Mariner
Kansas
$2.69M
5
AMG
5
Asset Management Group
Connecticut
$1.81M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$127M
2
SPC
2
Sigma Planning Corp
Michigan
$3.43M
3
MWM
3
Mascoma Wealth Management
New Hampshire
$2.14M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$89K 3,201 – –
SPIA
102
Steward Partners Investment Advisory
New York
$75K 2,712 +2,712 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$73K 2,609 +271 +12%
CFGS
104
Concourse Financial Group Securities
Alabama
$71K 2,552 +573 +29%
Citigroup
105
Citigroup
New York
$63K 2,258 -1 -0%
KWA
106
KCS Wealth Advisory
California
$57.8K 2,073 +2,073 New
LWM
107
Liberty Wealth Management
California
$53K 1,903 +2 +0.1%
CFD
108
Creative Financial Designs
Indiana
$47K 1,697 +781 +85%
FAAS
109
First Allied Advisory Services
California
$46K 1,645 +1,645 New
ATC
110
Adirondack Trust Company
New York
$31K 1,109 – –
EIP
111
Ellis Investment Partners
Pennsylvania
$30K 1,104 +1,104 New
CAC
112
Certified Advisory Corp
Florida
$24K 845 +225 +36%
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$23K 819 – –
CFA
114
Carroll Financial Associates
North Carolina
$19K 703 +664 +1,703%
APSP
115
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K 527 +73 +16%
RFWA
116
RPg Family Wealth Advisory
Massachusetts
$12.8K 457 – –
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$11K 385 +385 New
CIAS
118
Capital Investment Advisory Services
North Carolina
$10K 375 +375 New
PA
119
Parallel Advisors
California
$8K 287 -200 -41%
MA
120
MCF Advisors
Kentucky
$8K 296 – –
TFS
121
TrustCore Financial Services
Tennessee
$8K 271 +271 New
SWP
122
Strategic Wealth Partners
Ohio
$7.44K 266 +1 +0.4%
TWA
123
TCI Wealth Advisors
Arizona
$7K 261 +221 +553%
FHA
124
Flagship Harbor Advisors
Massachusetts
$6K 227 +2 +0.9%
GI
125
Gradient Investments
Minnesota
$6K 215 +215 New
2 3 4
5
6