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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

102 hedge funds and large institutions have $363M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
25
Increased
45
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$21.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.2M
3
ASN
3
Advisory Services Network
Georgia
$9.85M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.6M
5
DWM
5
Darwin Wealth Management
Florida
$6.26M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$124M
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.25M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$2.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Mariner
5
Mariner
Kansas
$814K
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$124M 4,788,263 -862,543 -15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.2M 1,161,612 +405,055 +54%
BFA
3
Beaumont Financial Advisors
Massachusetts
$21.3M 819,972 +758,538 +1,235%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.6M 678,040 +322,236 +91%
PFA
5
Pure Financial Advisors
California
$14.9M 572,094 +33,854 +6%
ASN
6
Advisory Services Network
Georgia
$9.85M 379,466 +328,881 +650%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$9.72M 374,250 +209,842 +128%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$8.12M 312,730 +61,401 +24%
Wells Fargo
9
Wells Fargo
California
$6.86M 264,333 +10,383 +4%
DWA
10
Divergent Wealth Advisors
Utah
$6.3M 242,635 +8,548 +4%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$6.29M 242,262 +3,424 +1%
DWM
12
Darwin Wealth Management
Florida
$6.26M 240,952 +240,952 New
Creative Planning
13
Creative Planning
Kansas
$6.12M 235,613 +4,554 +2%
FPGK
14
Financial Partners Group (Kansas)
Kansas
$5.8M 223,301 -10,804 -5%
AI
15
Atria Investments
North Carolina
$5.65M 217,585 +30,251 +16%
LNC
16
Lincoln National Corp
Pennsylvania
$5.39M 207,611 +25,118 +14%
SPC
17
Sigma Planning Corp
Michigan
$5.34M 205,506 -78,676 -28%
Lido Advisors
18
Lido Advisors
California
$5.15M 198,310 +26,879 +16%
HCA
19
Heck Capital Advisors
Wisconsin
$4.82M 185,707 +3,960 +2%
Financial Engines Advisors
20
Financial Engines Advisors
California
$4.5M 173,217 +13,387 +8%
MWM
21
Mascoma Wealth Management
New Hampshire
$4M 153,829 +5,947 +4%
MWM
22
Mission Wealth Management
California
$2.68M 103,170 +913 +0.9%
Bank of America
23
Bank of America
North Carolina
$2.57M 98,928 +44,428 +82%
SIAM
24
Sterling Investment Advisors (Missouri)
Missouri
$2.57M 98,855 -1,057 -1%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$2.41M 92,895 -475,720 -84%
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