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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

121 hedge funds and large institutions have $371M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
49
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$2.88M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2.87M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.59M
4
ASN
4
Advisory Services Network
Georgia
$11.7M
5
AI
5
Atria Investments
North Carolina
$7.4M

Top Sellers

1
FPGK
1
Financial Partners Group (Kansas)
Kansas
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.56M
3
FI
3
FormulaFolio Investments
Michigan
$123M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$3.74M
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$123M 4,692,884 -95,379 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.5M 1,126,249 -35,363 -3%
BFA
3
Beaumont Financial Advisors
Massachusetts
$22.2M 847,717 +27,745 +3%
PFA
4
Pure Financial Advisors
California
$16.3M 620,886 +48,792 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.9M 607,948 -70,092 -10%
ASN
6
Advisory Services Network
Georgia
$11.7M 445,203 +65,737 +17%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$7.97M 304,519 -8,211 -3%
AI
8
Atria Investments
North Carolina
$7.4M 274,434 +56,849 +26%
Wells Fargo
9
Wells Fargo
California
$6.87M 262,580 -1,753 -0.7%
RWMH
10
Riverpoint Wealth Management Holdings
Illinois
$6.57M 250,792 +8,530 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.56M 250,414 -123,836 -33%
Lido Advisors
12
Lido Advisors
California
$6.55M 250,239 +51,929 +26%
Creative Planning
13
Creative Planning
Kansas
$6.5M 248,156 +12,543 +5%
SPC
14
Sigma Planning Corp
Michigan
$5.98M 228,465 +22,959 +11%
DWA
15
Divergent Wealth Advisors
Utah
$5.4M 206,337 -36,298 -15%
Financial Engines Advisors
16
Financial Engines Advisors
California
$5.34M 204,149 +30,932 +18%
HCA
17
Heck Capital Advisors
Wisconsin
$5.02M 191,652 +5,945 +3%
DWM
18
Darwin Wealth Management
Florida
$4.92M 187,983 -52,969 -22%
MWM
19
Mascoma Wealth Management
New Hampshire
$4.39M 167,768 +13,939 +9%
Bank of America
20
Bank of America
North Carolina
$3.93M 150,128 +51,200 +52%
LNC
21
Lincoln National Corp
Pennsylvania
$3.74M 142,684 -64,927 -31%
SW
22
SVB Wealth
Massachusetts
$2.88M 109,806 +109,806 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.87M 109,585 +109,585 New
MWM
24
Mission Wealth Management
California
$2.68M 102,262 -908 -0.9%
BCI
25
Brinker Capital Investments
Pennsylvania
$2.59M 99,014 +98,428 +16,797%
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