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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

38 hedge funds and large institutions have $94.9M invested in Fidelity MSCI Real Estate Index ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
15
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$67.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.93M
3
SWM
3
SigFig Wealth Management
California
$1.74M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.19M
5
PFA
5
Pure Financial Advisors
California
$4.02M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$588K
4
AIA
4
Allegis Investment Advisors
Idaho
$334K
5
Jane Street
5
Jane Street
New York
$591K
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$67.7M 2,885,415 +439,256 +18%
PFA
2
Pure Financial Advisors
California
$4.02M 171,356 +45,452 +36%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.89M 123,194 +38,606 +46%
VC
4
Vicus Capital
Pennsylvania
$2.11M 89,918 +32,424 +56%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.93M 82,470 +82,470 New
SWM
6
SigFig Wealth Management
California
$1.74M 74,039 +74,039 New
SIAM
7
Sterling Investment Advisors (Missouri)
Missouri
$1.53M 65,375 +11,691 +22%
Morgan Stanley
8
Morgan Stanley
New York
$1.47M 62,753 -2,169 -3%
Goldman Sachs
9
Goldman Sachs
New York
$1.19M 50,870 +50,870 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.05M 44,828 +44,828 New
TPWA
11
TRUE Private Wealth Advisors
Oregon
$1.01M 43,390 +6,589 +18%
Wells Fargo
12
Wells Fargo
California
$938K 39,991 +39,191 +4,899%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$762K 31,765 -102,750 -76%
Mariner
14
Mariner
Kansas
$683K 29,124 -9,257 -24%
HighTower Advisors
15
HighTower Advisors
Illinois
$631K 26,897 -2,874 -10%
ST
16
Spinnaker Trust
Maine
$620K 26,453 +26,453 New
Creative Planning
17
Creative Planning
Kansas
$598K 25,492 +18,819 +282%
Jane Street
18
Jane Street
New York
$591K 25,209 -112,730 -82%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$588K 25,062 -154,034 -86%
Bank of America
20
Bank of America
North Carolina
$415K 17,715 +9,889 +126%
UBS Group
21
UBS Group
Switzerland
$411K 17,531 +700 +4%
ADL
22
Asset Dedication LLC
California
$353K 15,105 +1,832 +14%
AIA
23
Allegis Investment Advisors
Idaho
$334K 14,260 -116,268 -89%
SPC
24
Sigma Planning Corp
Michigan
$287K 12,250 -15,520 -56%
MFS
25
MSI Financial Services
Massachusetts
$260K 11,081 +5,887 +113%
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