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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

52 hedge funds and large institutions have $87.4M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
28
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$10M
2
MWM
2
Mascoma Wealth Management
New Hampshire
$4.38M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$19.4M
4
HCA
4
Heck Capital Advisors
Wisconsin
$2.43M
5
FI
5
FormulaFolio Investments
Michigan
$6.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.97M
2
SG Americas Securities
2
SG Americas Securities
New York
$316K
3
Jane Street
3
Jane Street
New York
$894K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
SPC
5
Sigma Planning Corp
Michigan
$677K
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$19.4M 801,771 +110,979 +16%
RWP
2
RWA Wealth Partners
Massachusetts
$10M 413,538 +413,538 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.68M 317,027 +57,368 +22%
PFA
4
Pure Financial Advisors
California
$6.17M 254,640 +51,175 +25%
FI
5
FormulaFolio Investments
Michigan
$6.11M 252,076 +89,225 +55%
MWM
6
Mascoma Wealth Management
New Hampshire
$4.38M 180,960 +180,960 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.06M 167,777 +17,754 +12%
VC
8
Vicus Capital
Pennsylvania
$2.68M 110,443 +17,270 +19%
HCA
9
Heck Capital Advisors
Wisconsin
$2.43M 100,312 +100,312 New
Morgan Stanley
10
Morgan Stanley
New York
$1.97M 81,375 -179,216 -69%
Creative Planning
11
Creative Planning
Kansas
$1.9M 78,609 +35,663 +83%
SIAM
12
Sterling Investment Advisors (Missouri)
Missouri
$1.83M 75,500 +5,821 +8%
SWM
13
SigFig Wealth Management
California
$1.8M 74,379 +2,232 +3%
TPWA
14
TRUE Private Wealth Advisors
Oregon
$1.21M 50,022 -188 -0.4%
Mariner
15
Mariner
Kansas
$1.12M 46,388 +14,062 +44%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.11M 45,873 +3,787 +9%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.09M 45,104 +3,161 +8%
Wells Fargo
18
Wells Fargo
California
$1.07M 44,076 +3,842 +10%
Jane Street
19
Jane Street
New York
$894K 36,917 -40,209 -52%
RW
20
Rand Wealth
Maryland
$893K 36,884 +2,931 +9%
ASN
21
Advisory Services Network
Georgia
$836K 34,520 -6,264 -15%
Goldman Sachs
22
Goldman Sachs
New York
$820K 33,875 +10,532 +45%
SPC
23
Sigma Planning Corp
Michigan
$677K 27,944 -20,947 -43%
Bank of America
24
Bank of America
North Carolina
$674K 27,850 +5,518 +25%
ST
25
Spinnaker Trust
Maine
$647K 26,718 +327 +1%
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