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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

145 hedge funds and large institutions have $263M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 34 closing their positions.

Holders
145
Holders Change
-12
Holders Change %
-7.64%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
26
Increased
51
Reduced
51
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$5.52M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$5.46M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.21M
4
Creative Planning
4
Creative Planning
Kansas
$10.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.11M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$64.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.94M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$358K
4
AI
4
Atria Investments
North Carolina
$0
5
CWA
5
Core Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$64.2M 3,088,236 -1,366,144 -31%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.3M 829,535 +57,916 +8%
PFA
3
Pure Financial Advisors
California
$16.1M 772,932 +53,361 +7%
Creative Planning
4
Creative Planning
Kansas
$10.5M 505,534 +236,161 +88%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$8.87M 426,526 +178,308 +72%
DWA
6
Divergent Wealth Advisors
Utah
$8.04M 386,593 +169,909 +78%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.94M 285,327 -652,324 -70%
RWMH
8
Riverpoint Wealth Management Holdings
Illinois
$5.67M 272,631 +7,387 +3%
TIA
9
Traphagen Investment Advisors
New Jersey
$5.52M 265,515 +265,515 New
Financial Engines Advisors
10
Financial Engines Advisors
California
$5.46M 262,550 +262,550 New
Lido Advisors
11
Lido Advisors
California
$5.44M 261,559 +18,371 +8%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.21M 250,351 +250,351 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.11M 245,744 +223,008 +981%
Wells Fargo
14
Wells Fargo
California
$4.75M 228,393 -89,593 -28%
AMG
15
Asset Management Group
Connecticut
$4.23M 203,506 +24,009 +13%
SS
16
Sunbelt Securities
Texas
$3.79M 145,396 +145,396 New
PWA
17
Physician Wealth Advisors
Utah
$3.6M 165,508 +10,775 +7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.42M 164,238 +58,979 +56%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.33M 159,983 -64,415 -29%
ASN
20
Advisory Services Network
Georgia
$2.78M 133,538 -252,381 -65%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.63M 126,625 +106,070 +516%
DFG
22
Demars Financial Group
Washington
$2.49M 119,491 +3,483 +3%
FSC
23
Full Sail Capital
Oklahoma
$2.11M 94,820 -1,423 -1%
SWM
24
SigFig Wealth Management
California
$2.05M 98,423 +3,033 +3%
SIAM
25
Sterling Investment Advisors (Missouri)
Missouri
$2.01M 96,748 +8,670 +10%
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