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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

64 hedge funds and large institutions have $93.4M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 11 closing their positions.

Holders
64
Holders Change
-6
Holders Change %
-8.57%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
5
Increased
33
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$3.84M
2
DWA
2
Divergent Wealth Advisors
Utah
$7.13M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$5.4M
4
LPL Financial
4
LPL Financial
California
$1.63M
5
Wells Fargo
5
Wells Fargo
California
$1.98M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$21.5M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$0
4
MWM
4
Mascoma Wealth Management
New Hampshire
$880K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$472K
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$21.5M 939,789 -3,122,125 -77%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.54M 373,149 -38,507 -9%
DWA
3
Divergent Wealth Advisors
Utah
$7.13M 311,621 +96,464 +45%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$5.4M 236,100 +41,883 +22%
Creative Planning
5
Creative Planning
Kansas
$3.9M 170,603 +24,560 +17%
Mariner
6
Mariner
Kansas
$3.84M 167,696 +102,726 +158%
VC
7
Vicus Capital
Pennsylvania
$3.83M 167,234 +19,236 +13%
IWA
8
Independence Wealth Advisors
Virginia
$3.51M 153,394 +26,581 +21%
ASN
9
Advisory Services Network
Georgia
$3.1M 135,575 +37,833 +39%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.49M 109,175 +10,490 +11%
HCA
11
Heck Capital Advisors
Wisconsin
$2.29M 99,908 -98 -0.1%
SIAM
12
Sterling Investment Advisors (Missouri)
Missouri
$2.24M 97,963 +10,598 +12%
SWM
13
SigFig Wealth Management
California
$2.22M 96,801 +14,038 +17%
Wells Fargo
14
Wells Fargo
California
$1.98M 86,320 +38,221 +79%
SPC
15
Sigma Planning Corp
Michigan
$1.67M 72,897 -17,050 -19%
LPL Financial
16
LPL Financial
California
$1.63M 71,254 +38,734 +119%
RW
17
Rand Wealth
Maryland
$1.4M 61,195 +22,568 +58%
TPWA
18
TRUE Private Wealth Advisors
Oregon
$1.28M 55,758 -131 -0.2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.23M 53,659 +10,801 +25%
Lido Advisors
20
Lido Advisors
California
$1.2M 52,333 +8,610 +20%
MWM
21
Mascoma Wealth Management
New Hampshire
$880K 38,456 -129,856 -77%
MWM
22
Mission Wealth Management
California
$818K 35,760 +25,696 +255%
AA
23
Advisory Alpha
Michigan
$810K 34,448 +4,937 +17%
ECM
24
Exchange Capital Management
Michigan
$763K 33,351 +5,360 +19%
PAG
25
Pinnacle Advisory Group
Maryland
$717K 31,336 +15,023 +92%
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