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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

157 hedge funds and large institutions have $436M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
157
Holders Change
+25
Holders Change %
+18.94%
% of All Funds
3.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
38
Increased
57
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AMG
1
Asset Management Group
Connecticut
$5M
2
NAM
2
NorthCoast Asset Management
Connecticut
$2.77M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.92M
4
PFA
4
Pure Financial Advisors
California
$20M
5
NCM
5
Niemann Capital Management
Nevada
$2.03M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$0
2
FI
2
FormulaFolio Investments
Michigan
$124M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$18.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
151
TCI Wealth Advisors
Arizona
$1K 40 -221 -85%
VRM
152
Vectors Research Management
New York
$1K 18 – –
AIL
153
AGF Investments LLC
Ontario, Canada
$1K 40 – –
SBL
154
Sargent Bickham Lagudis
Colorado
$1K 48 +48 New
Financial Engines Advisors
155
Financial Engines Advisors
California
– – -206,694 Closed
BCI
156
Brinker Capital Investments
Pennsylvania
– – -110,742 Closed
PS
157
Portfolio Strategies
New York
– – -24,524 Closed
PCM
158
Penserra Capital Management
California
– – -13,286 Closed
KWA
159
KCS Wealth Advisory
California
– – -2,073 Closed
FAAS
160
First Allied Advisory Services
California
– – -1,645 Closed
APSP
161
Asset Planning Services (Pennsylvania)
Pennsylvania
– – -527 Closed
RFWA
162
RPg Family Wealth Advisory
Massachusetts
– – -457 Closed
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
– – -385 Closed
CIAS
164
Capital Investment Advisory Services
North Carolina
– – -375 Closed
TFS
165
TrustCore Financial Services
Tennessee
– – -271 Closed
SWP
166
Strategic Wealth Partners
Ohio
– – -266 Closed
GWMIA
167
Global Wealth Management Investment Advisory
Florida
– – – –
AIA
168
Armor Investment Advisors
North Carolina
$0 13 – –
SFS
169
Sowell Financial Services
Arkansas
$0 2 +2 New
APWM
170
Atlas Private Wealth Management
New York
$0 10 +10 New
3 4 5 6
7