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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

36 hedge funds and large institutions have $116M invested in Fidelity MSCI Real Estate Index ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
36
Holders Change
+13
Holders Change %
+56.52%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
19
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.2M
2
FI
2
FormulaFolio Investments
Michigan
$59.9M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.76M
4
AIA
4
Allegis Investment Advisors
Idaho
$3.2M
5
Jane Street
5
Jane Street
New York
$3.38M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.07M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$59.9M 2,446,159 +403,355 +20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.2M 537,585 +537,585 New
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.76M 398,384 +398,384 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.39M 179,096 +86,797 +94%
Jane Street
5
Jane Street
New York
$3.38M 137,939 +125,469 +1,006%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$3.29M 134,515 +120,086 +832%
AIA
7
Allegis Investment Advisors
Idaho
$3.2M 130,528 +130,528 New
PFA
8
Pure Financial Advisors
California
$3.09M 125,904 +30,458 +32%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.07M 84,588 -21,780 -20%
Morgan Stanley
10
Morgan Stanley
New York
$1.59M 64,922 +11,422 +21%
SAM
11
Shamrock Asset Management
Texas
$1.48M 60,513 +15,666 +35%
VC
12
Vicus Capital
Pennsylvania
$1.41M 57,494 +57,494 New
SIAM
13
Sterling Investment Advisors (Missouri)
Missouri
$1.32M 53,684 +43,238 +414%
Citadel Advisors
14
Citadel Advisors
Florida
$1.07M 43,778 +43,778 New
Mariner
15
Mariner
Kansas
$941K 38,381 +17,007 +80%
TPWA
16
TRUE Private Wealth Advisors
Oregon
$867K 36,801 +8,855 +32%
HighTower Advisors
17
HighTower Advisors
Illinois
$735K 29,771 +29,771 New
SPC
18
Sigma Planning Corp
Michigan
$680K 27,770 +27,770 New
ASN
19
Advisory Services Network
Georgia
$604K 24,664 +23,590 +2,196%
UBS Group
20
UBS Group
Switzerland
$412K 16,831 – –
IAS
21
IMA Advisory Services
Colorado
$385K 15,715 +1,545 +11%
ACM
22
Argentus Capital Management
Texas
$343K 14,008 +14,008 New
ADL
23
Asset Dedication LLC
California
$326K 13,273 +7,602 +134%
WA
24
WFG Advisors
Texas
$249K 10,158 +10,158 New
Bank of America
25
Bank of America
North Carolina
$191K 7,826 +5,194 +197%
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