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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

139 hedge funds and large institutions have $517M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 25 closing their positions.

Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
45
Reduced
54
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$242M
2
WSFS
2
Wilmington Savings Fund Society
Delaware
$23.9M
3
CNC
3
Citizens & Northern Corp
Pennsylvania
$12.2M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$10.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.34M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$42.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$223K
4
SS
4
Sunbelt Securities
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.45M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$242M 10,344,502 +10,344,502 New
FI
2
FormulaFolio Investments
Michigan
$42.4M 1,813,951 -1,274,285 -41%
WSFS
3
Wilmington Savings Fund Society
Delaware
$23.9M 1,022,737 +1,022,737 New
PFA
4
Pure Financial Advisors
California
$18M 770,000 -2,932 -0.4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.6M 581,751 -247,784 -30%
CNC
6
Citizens & Northern Corp
Pennsylvania
$12.2M 522,884 +522,884 New
Creative Planning
7
Creative Planning
Kansas
$11.3M 483,486 -22,048 -4%
BFA
8
Beaumont Financial Advisors
Massachusetts
$10.3M 442,563 +425,352 +2,471%
DWA
9
Divergent Wealth Advisors
Utah
$8.89M 380,004 -6,589 -2%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$8.87M 426,526 – –
Lido Advisors
11
Lido Advisors
California
$7.45M 318,418 +56,859 +22%
TIA
12
Traphagen Investment Advisors
New Jersey
$6.57M 281,133 +15,618 +6%
RWMH
13
Riverpoint Wealth Management Holdings
Illinois
$6.48M 277,012 +4,381 +2%
AMG
14
Asset Management Group
Connecticut
$4.8M 205,321 +1,815 +0.9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.21M 180,165 -105,162 -37%
PWA
16
Physician Wealth Advisors
Utah
$4.1M 166,895 +1,387 +0.8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.97M 169,604 +42,979 +34%
Financial Engines Advisors
18
Financial Engines Advisors
California
$3.91M 167,172 -95,378 -36%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.38M 144,433 -15,550 -10%
BFPW
20
BOK Financial Private Wealth
Colorado
$3.02M 129,096 +51,786 +67%
FSC
21
Full Sail Capital
Oklahoma
$2.98M 121,363 +26,543 +28%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$2.91M 124,456 -39,782 -24%
Wells Fargo
23
Wells Fargo
California
$2.86M 122,266 -106,127 -46%
DFG
24
Demars Financial Group
Washington
$2.58M 110,179 -9,312 -8%
SPC
25
Sigma Planning Corp
Michigan
$2.46M 105,114 +8,570 +9%
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