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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WEC
126
Winslow Evans & Crocker
Massachusetts
$3K – – –
HS
127
Horan Securities
United States
$3K – – –
CA
128
Clearstead Advisors
Ohio
$2K – – –
PCS
129
Personal CFO Solutions
New Jersey
$1K -$675 -34,850 -40%
MFT
130
Moisand Fitzgerald Tamayo
Florida
$1K +$17 +1 +2%
NFSG
131
Newbridge Financial Services Group
Florida
$1K +$1K +22 New
RBC
132
Roble Belko & Company
Pennsylvania
$1K +$1K +22 New
GI
133
Gradient Investments
Minnesota
$1K +$1K +57 New
WIM
134
Westside Investment Management
California
$21 – – –
FCA
135
FinTrust Capital Advisors
South Carolina
$5 – – –
DWA
136
Divergent Wealth Advisors
Utah
– -$8.89M -380,004 Closed
TIA
137
Traphagen Investment Advisors
New Jersey
– -$6.57M -281,133 Closed
GM
138
GeoWealth Management
Illinois
– -$593K -25,353 Closed
Mirae Asset Global Investments
139
Mirae Asset Global Investments
South Korea
– -$538K -23,000 Closed
HCA
140
Heck Capital Advisors
Wisconsin
– -$431K -18,434 Closed
HT
141
HAP Trading
New York
– -$421K -18,005 Closed
RIA
142
Realta Investment Advisors
Delaware
– -$224K -9,586 Closed
PCMC
143
Paragon Capital Management (Colorado)
Colorado
– -$208K -8,892 Closed
FTUS
144
Flow Traders U.S.
New York
– -$200K -8,573 Closed
PAG
145
Private Advisor Group
New Jersey
– -$178K -7,609 Closed
CAN
146
Cetera Advisor Networks
California
– -$85K -3,647 Closed
TFA
147
Transamerica Financial Advisors
Florida
– -$57K -2,419 Closed
QCG
148
Quadrant Capital Group
Ohio
– -$50K -2,151 Closed
PA
149
Procyon Advisors
Connecticut
– -$25K -1,068 Closed
KPW
150
Kore Private Wealth
New York
– -$12K -524 Closed
3 4 5
6
7