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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

73 hedge funds and large institutions have $191M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
35
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$38.4M
2
PAG
2
Pinnacle Advisory Group
Maryland
$24M
3
PWM
3
Patriot Wealth Management
Texas
$12.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.94M
5
Wells Fargo
5
Wells Fargo
California
$4.99M

Top Sellers

1
IWA
1
Independence Wealth Advisors
Virginia
$0
2
ASN
2
Advisory Services Network
Georgia
$2.46M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$785K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.11M
5
UBS Group
5
UBS Group
Switzerland
$83K
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$38.4M 1,565,237 +1,565,237 New
FI
2
FormulaFolio Investments
Michigan
$25.2M 1,027,768 +87,979 +9%
PAG
3
Pinnacle Advisory Group
Maryland
$24M 977,371 +946,035 +3,019%
PWM
4
Patriot Wealth Management
Texas
$12.4M 503,764 +503,764 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.85M 360,438 -12,711 -3%
DWA
6
Divergent Wealth Advisors
Utah
$7.87M 320,711 +9,090 +3%
FPGK
7
Financial Partners Group (Kansas)
Kansas
$6.89M 280,731 +44,631 +19%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.94M 242,192 +188,533 +351%
Wells Fargo
9
Wells Fargo
California
$4.99M 203,149 +116,829 +135%
Creative Planning
10
Creative Planning
Kansas
$4.84M 197,008 +26,405 +15%
Mariner
11
Mariner
Kansas
$4.41M 179,608 +11,912 +7%
VC
12
Vicus Capital
Pennsylvania
$4.2M 171,213 +3,979 +2%
MWM
13
Mascoma Wealth Management
New Hampshire
$2.52M 102,726 +64,270 +167%
HCA
14
Heck Capital Advisors
Wisconsin
$2.46M 100,151 +243 +0.2%
ASN
15
Advisory Services Network
Georgia
$2.46M 100,210 -35,365 -26%
SIAM
16
Sterling Investment Advisors (Missouri)
Missouri
$2.44M 99,400 +1,437 +1%
SWM
17
SigFig Wealth Management
California
$2.35M 95,869 -932 -1%
Lido Advisors
18
Lido Advisors
California
$2.23M 91,074 +38,741 +74%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.11M 85,883 -23,292 -21%
MWM
20
Mission Wealth Management
California
$2.03M 82,604 +46,844 +131%
LPL Financial
21
LPL Financial
California
$1.83M 74,404 +3,150 +4%
RW
22
Rand Wealth
Maryland
$1.68M 68,396 +7,201 +12%
SPC
23
Sigma Planning Corp
Michigan
$1.55M 63,345 -9,552 -13%
LNC
24
Lincoln National Corp
Pennsylvania
$1.48M 60,349 +60,349 New
Morgan Stanley
25
Morgan Stanley
New York
$1.46M 59,581 +34,817 +141%
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