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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FHA
126
Flagship Harbor Advisors
Massachusetts
$5K +$285 +14 +6%
PGAM
127
Princeton Global Asset Management
New Jersey
$4K +$4K +206 New
WEC
128
Winslow Evans & Crocker
Massachusetts
$3K -$24 -1 -0.8%
HS
129
Horan Securities
United States
$3K – – –
CA
130
Clearstead Advisors
Ohio
$2K – – –
MFT
131
Moisand Fitzgerald Tamayo
Florida
$1K – – –
WIM
132
Westside Investment Management
California
$21 – – –
SS
133
Sunbelt Securities
Texas
– -$3.79M -145,396 Closed
SIAM
134
Sterling Investment Advisors (Missouri)
Missouri
– -$2.01M -96,748 Closed
CWG
135
Cornerstone Wealth Group
North Carolina
– -$1.95M -93,591 Closed
WR
136
Watson Rebecca
– -$1.71M -77,634 Closed
BWA
137
Beam Wealth Advisors
Louisiana
– -$1.47M -70,412 Closed
ST
138
Spinnaker Trust
Maine
– -$1.46M -70,101 Closed
BIP
139
Blueprint Investment Partners
North Carolina
– -$1.08M -52,139 Closed
SF
140
Synovus Financial
Georgia
– -$653K -31,458 Closed
STB
141
S&T Bank
Pennsylvania
– -$585K -28,105 Closed
TI
142
Trexquant Investment
Connecticut
– -$536K -25,781 Closed
CH
143
Canton Hathaway
Rhode Island
– -$359K -17,251 Closed
SCA
144
Snowden Capital Advisors
New York
– -$268K -12,883 Closed
JIP
145
Jaffetilchin Investment Partners
Florida
– -$237K -11,376 Closed
NFG
146
Next Financial Group
Texas
– -$140K -6,753 Closed
CFG
147
Citizens Financial Group
Rhode Island
– -$73K -3,501 Closed
DWM
148
Darwin Wealth Management
Florida
– -$56K -2,704 Closed
MWM
149
MBE Wealth Management
Wisconsin
– -$36K -1,749 Closed
PCIA
150
Prime Capital Investment Advisors
Kansas
– -$35K -1,700 Closed
3 4 5
6
7