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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

57 hedge funds and large institutions have $198M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
34
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$91.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.92M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.81M
4
SPC
4
Sigma Planning Corp
Michigan
$3.14M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.72M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.14M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
ADL
5
Asset Dedication LLC
California
$462K
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$91.6M 3,773,307 +3,521,231 +1,397%
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.7M 854,418 +52,647 +7%
RWP
3
RWA Wealth Partners
Massachusetts
$10.3M 423,531 +9,993 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.72M 400,556 +83,529 +26%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.92M 367,725 +367,725 New
PFA
6
Pure Financial Advisors
California
$6.94M 285,862 +31,222 +12%
MWM
7
Mascoma Wealth Management
New Hampshire
$4.65M 191,542 +10,582 +6%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$4.36M 179,495 +11,718 +7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.81M 156,841 +110,968 +242%
SPC
10
Sigma Planning Corp
Michigan
$3.14M 129,562 +101,618 +364%
Creative Planning
11
Creative Planning
Kansas
$2.9M 119,354 +40,745 +52%
VC
12
Vicus Capital
Pennsylvania
$2.88M 118,816 +8,373 +8%
HCA
13
Heck Capital Advisors
Wisconsin
$2.43M 100,063 -249 -0.2%
ASN
14
Advisory Services Network
Georgia
$2.11M 86,795 +52,275 +151%
SIAM
15
Sterling Investment Advisors (Missouri)
Missouri
$2.1M 86,488 +10,988 +15%
SWM
16
SigFig Wealth Management
California
$1.82M 75,040 +661 +0.9%
Mariner
17
Mariner
Kansas
$1.45M 59,774 +13,386 +29%
TPWA
18
TRUE Private Wealth Advisors
Oregon
$1.38M 57,007 +6,985 +14%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.21M 49,876 +37,438 +301%
Wells Fargo
20
Wells Fargo
California
$1.17M 48,223 +4,147 +9%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.16M 47,866 +2,762 +6%
Morgan Stanley
22
Morgan Stanley
New York
$1.14M 47,103 -34,272 -42%
Lido Advisors
23
Lido Advisors
California
$1.03M 42,224 +23,830 +130%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.01M 41,781 +41,781 New
RW
25
Rand Wealth
Maryland
$908K 37,440 +556 +2%
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