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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
LWANC
126
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K -$4.74K -237 -49%
FHA
127
Flagship Harbor Advisors
Massachusetts
$5K +$65 +3 +1%
US Bancorp
128
US Bancorp
Minnesota
$5K +$5K +220 New
APA
129
American Portfolios Advisors
New York
$4.56K – – –
WEC
130
Winslow Evans & Crocker
Massachusetts
$4K +$4K +126 New
SWA
131
Stratos Wealth Advisors
Ohio
$4K +$4K +173 New
PA
132
Parallel Advisors
California
$3K -$1.51K -96 -33%
CA
133
Clearstead Advisors
Ohio
$2K +$2K +87 New
HS
134
Horan Securities
United States
$2K +$2K +120 New
TWA
135
TCI Wealth Advisors
Arizona
$1K +$24 +1 +3%
MFT
136
Moisand Fitzgerald Tamayo
Florida
$1K +$18 +1 +2%
NL
137
NWAM LLC
Washington
$365 +$95 +4,544 +35%
WIM
138
Westside Investment Management
California
$18 +$18 +900 New
AI
139
Atria Investments
North Carolina
– -$8.99M -322,808 Closed
CWA
140
Core Wealth Advisors
Florida
– -$6.19M -222,002 Closed
MA
141
Mutual Advisors
Nebraska
– -$3.11M -111,675 Closed
NCM
142
Niemann Capital Management
Nevada
– -$2.03M -72,884 Closed
Citadel Advisors
143
Citadel Advisors
Florida
– -$1.3M -46,691 Closed
PFS
144
Prospera Financial Services
Texas
– -$1.04M -37,314 Closed
SXL
145
Summit X LLC
Missouri
– -$906K -32,484 Closed
MWC
146
MKD Wealth Coaches
Michigan
– -$812K -29,133 Closed
GP
147
Geneva Partners
Wisconsin
– -$740K -26,560 Closed
SC
148
Slow Capital
California
– -$707K -25,376 Closed
PJSIMP
149
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$505K -18,112 Closed
Goldman Sachs
150
Goldman Sachs
New York
– -$502K -18,015 Closed
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