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Fidelity MSCI Real Estate Index ETF
FREL

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.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

29% more capital invested

Capital invested by funds: $67.7M → $87.4M (+$19.7M)

18% more funds holding

Funds holding: 44 → 52 (+8)

1.7% more ownership

Funds ownership: 28.49% → 30.19% (+1.7%)

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
RWA Wealth Partners
Massachusetts
+$9.99M
2
MWM
Mascoma Wealth Management
New Hampshire
+$4.37M
3
BFA
Beaumont Financial Advisors
Massachusetts
+$2.68M
4
HCA
Heck Capital Advisors
Wisconsin
+$2.42M
5
FI
FormulaFolio Investments
Michigan
+$2.16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.33M
2
SG Americas Securities
SG Americas Securities
New York
-$3.26M
3
Jane Street
Jane Street
New York
-$971K
4
BRWA
B. Riley Wealth Advisors
Florida
-$609K
5
SPC
Sigma Planning Corp
Michigan
-$506K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$19.4M +$2.68M +110,979 +16%
RWP
2
RWA Wealth Partners
Massachusetts
$10M +$9.99M +413,538 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.68M +$1.39M +57,368 +22%
PFA
4
Pure Financial Advisors
California
$6.17M +$1.24M +51,175 +25%
FI
5
FormulaFolio Investments
Michigan
$6.11M +$2.16M +89,225 +55%
MWM
6
Mascoma Wealth Management
New Hampshire
$4.38M +$4.37M +180,960 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.06M +$429K +17,754 +12%
VC
8
Vicus Capital
Pennsylvania
$2.67M +$417K +17,270 +19%
HCA
9
Heck Capital Advisors
Wisconsin
$2.43M +$2.42M +100,312 New
Morgan Stanley
10
Morgan Stanley
New York
$1.97M -$4.33M -179,216 -69%
Creative Planning
11
Creative Planning
Kansas
$1.9M +$861K +35,663 +83%
SIAM
12
Sterling Investment Advisors (Missouri)
Missouri
$1.83M +$141K +5,821 +8%
SWM
13
SigFig Wealth Management
California
$1.8M +$53.9K +2,232 +3%
TPWA
14
TRUE Private Wealth Advisors
Oregon
$1.21M -$4.54K -188 -0.4%
Mariner
15
Mariner
Kansas
$1.12M +$340K +14,062 +44%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.11M +$91.5K +3,787 +9%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.09M +$76.3K +3,161 +8%
Wells Fargo
18
Wells Fargo
California
$1.07M +$92.8K +3,842 +10%
Jane Street
19
Jane Street
New York
$894K -$971K -40,209 -52%
RW
20
Rand Wealth
Maryland
$893K +$70.8K +2,931 +9%
ASN
21
Advisory Services Network
Georgia
$836K -$151K -6,264 -15%
Goldman Sachs
22
Goldman Sachs
New York
$820K +$254K +10,532 +45%
SPC
23
Sigma Planning Corp
Michigan
$677K -$506K -20,947 -43%
Bank of America
24
Bank of America
North Carolina
$674K +$133K +5,518 +25%
ST
25
Spinnaker Trust
Maine
$647K +$7.9K +327 +1%
1
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FREL Hedge Fund Activity: Q2 2017 in Review

52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q2 2017, worth a combined $87.4M — up 29% from $67.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FREL positions and 3 closed out — a net gain of 8 holders — while 28 added to existing stakes and 8 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $9.99M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 52 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q2 2017, up from 44 in Q1 2017.
  • Funds reported $87.4M of Fidelity MSCI Real Estate Index ETF stock for Q2 2017, up 29% quarter-over-quarter.
  • 11 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q2 2017 and 3 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q2 2017 was RWA Wealth Partners, an estimated $9.99M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q2 2017 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q2 2017.