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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

92 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
34
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$12.7M
2
RWMH
2
Riverpoint Wealth Management Holdings
Illinois
$5.35M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.22M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$3.71M
5
VF
5
Virtu Financial
New York
$3.44M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$1.38M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$206K
4
Jane Street
4
Jane Street
New York
$1.84M
5
ASN
5
Advisory Services Network
Georgia
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$136M 5,650,806 -36 -0%
PAG
2
Pinnacle Advisory Group
Maryland
$18.6M 829,726 -1,160 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.9M 756,557 -325,104 -30%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$12.7M 568,615 +507,488 +830%
PFA
5
Pure Financial Advisors
California
$12.1M 538,240 +41,046 +8%
PWM
6
Patriot Wealth Management
Texas
$11.3M 504,115 -11,726 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.97M 355,804 +25,728 +8%
SPC
8
Sigma Planning Corp
Michigan
$6.36M 284,182 +146,694 +107%
Wells Fargo
9
Wells Fargo
California
$5.69M 253,950 +20,266 +9%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$5.63M 251,329 +54,299 +28%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$5.35M 238,838 +238,838 New
FPGK
12
Financial Partners Group (Kansas)
Kansas
$5.24M 234,105 -34,518 -13%
DWA
13
Divergent Wealth Advisors
Utah
$5.24M 234,087 -18,842 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$5.22M 233,165 +233,165 New
Creative Planning
15
Creative Planning
Kansas
$5.17M 231,059 +9,129 +4%
AI
16
Atria Investments
North Carolina
$4.19M 187,334 +11,433 +6%
Mariner
17
Mariner
Kansas
$4.14M 184,680 -5,484 -3%
LNC
18
Lincoln National Corp
Pennsylvania
$4.09M 182,493 -43,093 -19%
HCA
19
Heck Capital Advisors
Wisconsin
$4.07M 181,747 +82,314 +83%
Lido Advisors
20
Lido Advisors
California
$3.84M 171,431 +53,656 +46%
Financial Engines Advisors
21
Financial Engines Advisors
California
$3.71M 159,830 +159,830 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.68M 164,408 +48,208 +41%
VF
23
Virtu Financial
New York
$3.44M 153,828 +153,828 New
MWM
24
Mascoma Wealth Management
New Hampshire
$3.31M 147,882 -1,395 -0.9%
RJA
25
Raymond James & Associates
Florida
$2.33M 103,982 +8,281 +9%
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