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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

18 hedge funds and large institutions have $8.8M invested in Fidelity MSCI Real Estate Index ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 7 closing their positions.

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.57M
2
PFA
2
Pure Financial Advisors
California
$1.46M
3
SAM
3
Shamrock Asset Management
Texas
$593K
4
Jane Street
4
Jane Street
New York
$527K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$242K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
BRWA
2
B. Riley Wealth Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.57M 194,897 +69,158 +55%
PFA
2
Pure Financial Advisors
California
$1.46M 62,277 +62,277 New
SAM
3
Shamrock Asset Management
Texas
$593K 25,307 +17,101 +208%
Jane Street
4
Jane Street
New York
$527K 22,465 +10,934 +95%
UBS Group
5
UBS Group
Switzerland
$395K 16,831 -3,000 -15%
Mariner
6
Mariner
Kansas
$376K 16,028 +1,782 +13%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$242K 10,316 +10,316 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$238K 10,162 -7,907 -44%
ADL
9
Asset Dedication LLC
California
$137K 5,834 +5,834 New
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77K 3,300 +1,631 +98%
Bank of America
11
Bank of America
North Carolina
$59K 2,530 -6,868 -73%
ASN
12
Advisory Services Network
Georgia
$53K 2,266 +1,766 +353%
TIM
13
Tortoise Investment Management
New York
$30K 1,280 +350 +38%
MFS
14
MSI Financial Services
Massachusetts
$17K 720 +670 +1,340%
TRCT
15
Tower Research Capital (TRC)
New York
$13K 552 +443 +406%
AWM
16
AllSquare Wealth Management
New York
$7K 314 +314 New
BlackRock
17
BlackRock
New York
$1K 62 -89 -59%
Citigroup
18
Citigroup
New York
$1K 45 +45 New
LPL Financial
19
LPL Financial
California
– – -74,052 Closed
BRWA
20
B. Riley Wealth Advisors
Florida
– – -33,860 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– – -17,192 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– – -11,811 Closed
SPC
23
Sigma Planning Corp
Michigan
– – -9,401 Closed
AIA
24
Allegis Investment Advisors
Idaho
– – -4,673 Closed
Morgan Stanley
25
Morgan Stanley
New York
– – -364 Closed