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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

70 hedge funds and large institutions have $207M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$100M
2
DWA
2
Divergent Wealth Advisors
Utah
$5.31M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$4.8M
4
IWA
4
Independence Wealth Advisors
Virginia
$3.13M
5
RWP
5
RWA Wealth Partners
Massachusetts
$12.7M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2K
2
PFA
2
Pure Financial Advisors
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.06M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.92M
5
SPC
5
Sigma Planning Corp
Michigan
$2.22M
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$100M 4,061,914 +288,607 +8%
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.7M 836,095 -18,323 -2%
RWP
3
RWA Wealth Partners
Massachusetts
$12.7M 515,017 +91,486 +22%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.2M 411,656 +11,100 +3%
DWA
5
Divergent Wealth Advisors
Utah
$5.31M 215,157 +215,157 New
FPGK
6
Financial Partners Group (Kansas)
Kansas
$4.8M 194,217 +194,217 New
MWM
7
Mascoma Wealth Management
New Hampshire
$3.94M 168,312 -23,230 -12%
VC
8
Vicus Capital
Pennsylvania
$3.66M 147,998 +29,182 +25%
Creative Planning
9
Creative Planning
Kansas
$3.61M 146,043 +26,689 +22%
IWA
10
Independence Wealth Advisors
Virginia
$3.13M 126,813 +126,813 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.92M 118,352 -61,143 -34%
HCA
12
Heck Capital Advisors
Wisconsin
$2.47M 100,006 -57 -0.1%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.43M 98,685 +50,819 +106%
ASN
14
Advisory Services Network
Georgia
$2.41M 97,742 +10,947 +13%
SPC
15
Sigma Planning Corp
Michigan
$2.22M 89,947 -39,615 -31%
SIAM
16
Sterling Investment Advisors (Missouri)
Missouri
$2.16M 87,365 +877 +1%
SWM
17
SigFig Wealth Management
California
$2.04M 82,763 +7,723 +10%
Mariner
18
Mariner
Kansas
$1.61M 64,970 +5,196 +9%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$1.38M 55,889 -1,118 -2%
Wells Fargo
20
Wells Fargo
California
$1.19M 48,099 -124 -0.3%
Jane Street
21
Jane Street
New York
$1.14M 46,096 +46,096 New
Lido Advisors
22
Lido Advisors
California
$1.08M 43,723 +1,499 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.06M 42,858 -113,983 -73%
GRP
24
Global Retirement Partners
California
$1.02M 41,353 +11,408 +38%
RW
25
Rand Wealth
Maryland
$954K 38,627 +1,187 +3%
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