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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

44 hedge funds and large institutions have $67.7M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
23
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$16.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.22M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.54M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.2M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.58M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.89M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$557K
5
AIA
5
Allegis Investment Advisors
Idaho
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$16.5M 690,792 +690,792 New
Morgan Stanley
2
Morgan Stanley
New York
$6.22M 260,591 +197,838 +315%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.2M 259,659 +136,465 +111%
PFA
4
Pure Financial Advisors
California
$4.86M 203,465 +32,109 +19%
FI
5
FormulaFolio Investments
Michigan
$3.89M 162,851 -2,722,564 -94%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$3.58M 150,023 +118,258 +372%
SG Americas Securities
7
SG Americas Securities
New York
$3.54M 148,104 +148,104 New
VC
8
Vicus Capital
Pennsylvania
$2.23M 93,173 +3,255 +4%
Jane Street
9
Jane Street
New York
$1.84M 77,126 +51,917 +206%
SWM
10
SigFig Wealth Management
California
$1.71M 72,147 -1,892 -3%
SIAM
11
Sterling Investment Advisors (Missouri)
Missouri
$1.66M 69,679 +4,304 +7%
TPWA
12
TRUE Private Wealth Advisors
Oregon
$1.21M 50,210 +6,820 +16%
SPC
13
Sigma Planning Corp
Michigan
$1.17M 48,891 +36,641 +299%
Creative Planning
14
Creative Planning
Kansas
$1.03M 42,946 +17,454 +68%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.01M 42,086 +17,024 +68%
HighTower Advisors
16
HighTower Advisors
Illinois
$1M 41,943 +15,046 +56%
ASN
17
Advisory Services Network
Georgia
$974K 40,784 +40,784 New
Wells Fargo
18
Wells Fargo
California
$961K 40,234 +243 +0.6%
GRP
19
Global Retirement Partners
California
$838K 35,109 +35,109 New
RW
20
Rand Wealth
Maryland
$811K 33,953 +33,953 New
Mariner
21
Mariner
Kansas
$772K 32,326 +3,202 +11%
ST
22
Spinnaker Trust
Maine
$630K 26,391 -62 -0.2%
BRWA
23
B. Riley Wealth Advisors
Florida
$609K 25,474 +25,474 New
Goldman Sachs
24
Goldman Sachs
New York
$557K 23,343 -27,527 -54%
Bank of America
25
Bank of America
North Carolina
$534K 22,332 +4,617 +26%
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