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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

132 hedge funds and large institutions have $410M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
21
Increased
64
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.3M
2
PWA
2
Physician Wealth Advisors
Utah
$4.19M
3
MA
3
Mutual Advisors
Nebraska
$4.06M
4
IA
4
IFP Advisors
Florida
$2.93M
5
Wells Fargo
5
Wells Fargo
California
$9.59M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$127M
2
SPC
2
Sigma Planning Corp
Michigan
$3.43M
3
MWM
3
Mascoma Wealth Management
New Hampshire
$2.14M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$127M 4,566,367 -126,517 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.9M 1,036,540 -89,709 -8%
BFA
3
Beaumont Financial Advisors
Massachusetts
$21.5M 769,956 -77,761 -9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$21.3M 765,064 +157,116 +26%
PFA
5
Pure Financial Advisors
California
$18M 646,333 +25,447 +4%
ASN
6
Advisory Services Network
Georgia
$11.7M 445,203 – –
Wells Fargo
7
Wells Fargo
California
$9.59M 343,792 +81,212 +31%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$8.97M 321,566 +17,047 +6%
AI
9
Atria Investments
North Carolina
$8.33M 298,540 +24,106 +9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.27M 296,475 +46,061 +18%
Creative Planning
11
Creative Planning
Kansas
$7.49M 268,449 +20,293 +8%
RWMH
12
Riverpoint Wealth Management Holdings
Illinois
$7.13M 255,383 +4,591 +2%
DWA
13
Divergent Wealth Advisors
Utah
$6.92M 247,941 +41,604 +20%
Financial Engines Advisors
14
Financial Engines Advisors
California
$5.77M 206,694 +2,545 +1%
DWM
15
Darwin Wealth Management
Florida
$5.57M 199,635 +11,652 +6%
Lido Advisors
16
Lido Advisors
California
$5.49M 196,740 -53,499 -21%
HCA
17
Heck Capital Advisors
Wisconsin
$5.47M 196,178 +4,526 +2%
Bank of America
18
Bank of America
North Carolina
$4.81M 172,386 +22,258 +15%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$4.32M 154,967 +45,382 +41%
PWA
20
Physician Wealth Advisors
Utah
$4.19M 152,795 +152,795 New
MA
21
Mutual Advisors
Nebraska
$4.06M 145,589 +145,589 New
SPC
22
Sigma Planning Corp
Michigan
$3.43M 122,821 -105,644 -46%
BCI
23
Brinker Capital Investments
Pennsylvania
$3.09M 110,742 +11,728 +12%
SW
24
SVB Wealth
Massachusetts
$2.95M 105,578 -4,228 -4%
IA
25
IFP Advisors
Florida
$2.93M 105,227 +105,227 New
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