FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

84 hedge funds and large institutions have $344M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
18
Increased
40
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$136M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26M
3
PFA
3
Pure Financial Advisors
California
$12M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$4.74M
5
AI
5
Atria Investments
North Carolina
$4.23M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$25.9M
2
VC
2
Vicus Capital
Pennsylvania
$213K
3
PAG
3
Pinnacle Advisory Group
Maryland
$20M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.8M
5
DWA
5
Divergent Wealth Advisors
Utah
$5.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$136M 5,650,842 +4,623,074 +450%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26M 1,081,661 +1,081,661 New
BFA
3
Beaumont Financial Advisors
Massachusetts
$25.9M 1,074,608 -490,629 -31%
PAG
4
Pinnacle Advisory Group
Maryland
$20M 830,886 -146,485 -15%
PWM
5
Patriot Wealth Management
Texas
$12.4M 515,841 +12,077 +2%
PFA
6
Pure Financial Advisors
California
$12M 497,194 +497,194 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.94M 330,076 -30,362 -8%
FPGK
8
Financial Partners Group (Kansas)
Kansas
$6.47M 268,623 -12,108 -4%
DWA
9
Divergent Wealth Advisors
Utah
$5.9M 252,929 -67,782 -21%
Wells Fargo
10
Wells Fargo
California
$5.63M 233,684 +30,535 +15%
LNC
11
Lincoln National Corp
Pennsylvania
$5.43M 225,586 +165,237 +274%
Creative Planning
12
Creative Planning
Kansas
$5.34M 221,930 +24,922 +13%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$4.74M 197,030 +176,333 +852%
Mariner
14
Mariner
Kansas
$4.58M 190,164 +10,556 +6%
AI
15
Atria Investments
North Carolina
$4.23M 175,901 +175,901 New
Jane Street
16
Jane Street
New York
$3.79M 157,438 +157,438 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.65M 151,585 +151,585 New
MWM
18
Mascoma Wealth Management
New Hampshire
$3.59M 149,277 +46,551 +45%
SPC
19
Sigma Planning Corp
Michigan
$3.31M 137,488 +74,143 +117%
Lido Advisors
20
Lido Advisors
California
$2.83M 117,775 +26,701 +29%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.8M 116,200 -125,992 -52%
ASN
22
Advisory Services Network
Georgia
$2.46M 102,002 +1,792 +2%
SIAM
23
Sterling Investment Advisors (Missouri)
Missouri
$2.42M 100,657 +1,257 +1%
HCA
24
Heck Capital Advisors
Wisconsin
$2.39M 99,433 -718 -0.7%
RJA
25
Raymond James & Associates
Florida
$2.3M 95,701 +72,073 +305%
1
2 3 4