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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

157 hedge funds and large institutions have $436M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
157
Holders Change
+25
Holders Change %
+18.94%
% of All Funds
3.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
38
Increased
57
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Core Wealth Advisors
Florida
$6.19M
2
SIA
2
Soltis Investment Advisors
Utah
$4.1M
3
DFG
3
Demars Financial Group
Washington
$3.23M
4
AMG
4
Asset Management Group
Connecticut
$5M
5
PG
5
Prostatis Group
Maryland
$3.03M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$0
2
FI
2
FormulaFolio Investments
Michigan
$124M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$18.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$124M 4,454,380 -111,987 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.1M 937,651 -98,889 -10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21.5M 771,619 +6,555 +0.9%
PFA
4
Pure Financial Advisors
California
$20M 719,571 +73,238 +11%
BFA
5
Beaumont Financial Advisors
Massachusetts
$18.6M 668,725 -101,231 -13%
ASN
6
Advisory Services Network
Georgia
$10.8M 385,919 -59,284 -13%
AI
7
Atria Investments
North Carolina
$8.99M 322,808 +24,268 +8%
Wells Fargo
8
Wells Fargo
California
$8.86M 317,986 -25,806 -8%
Creative Planning
9
Creative Planning
Kansas
$7.51M 269,373 +924 +0.3%
RWMH
10
Riverpoint Wealth Management Holdings
Illinois
$7.39M 265,244 +9,861 +4%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$6.97M 250,189 -71,377 -22%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$6.92M 248,218 +93,251 +60%
Lido Advisors
13
Lido Advisors
California
$6.78M 243,188 +46,448 +24%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.25M 224,398 -72,077 -24%
CWA
15
Core Wealth Advisors
Florida
$6.19M 222,002 +222,002 New
DWA
16
Divergent Wealth Advisors
Utah
$6.04M 216,684 -31,257 -13%
DWM
17
Darwin Wealth Management
Florida
$5.77M 206,922 +7,287 +4%
HCA
18
Heck Capital Advisors
Wisconsin
$5.44M 195,237 -941 -0.5%
AMG
19
Asset Management Group
Connecticut
$5M 179,497 +114,736 +177%
Bank of America
20
Bank of America
North Carolina
$4.89M 175,400 +3,014 +2%
PWA
21
Physician Wealth Advisors
Utah
$4.34M 154,733 +1,938 +1%
SIA
22
Soltis Investment Advisors
Utah
$4.1M 147,243 +147,243 New
SPC
23
Sigma Planning Corp
Michigan
$4.1M 147,134 +24,313 +20%
IA
24
IFP Advisors
Florida
$3.71M 134,278 +29,051 +28%
DFG
25
Demars Financial Group
Washington
$3.23M 116,008 +116,008 New
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