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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

141 hedge funds and large institutions have $604M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
51
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$340M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$20.9M
3
WSFS
3
Wilmington Savings Fund Society
Delaware
$29.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.81M
5
EP
5
Eudaimonia Partners
Tennessee
$3.2M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$29.3M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$1.11M
3
DWA
3
Divergent Wealth Advisors
Utah
$0
4
TIA
4
Traphagen Investment Advisors
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$821K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$340M 14,477,806 +4,133,304 +40%
WSFS
2
Wilmington Savings Fund Society
Delaware
$29.8M 1,268,397 +245,660 +24%
FI
3
FormulaFolio Investments
Michigan
$29.3M 1,248,691 -565,260 -31%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.9M 890,843 +464,317 +109%
PFA
5
Pure Financial Advisors
California
$17.5M 746,755 -23,245 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.1M 643,421 +61,670 +11%
CNC
7
Citizens & Northern Corp
Pennsylvania
$12.6M 537,722 +14,838 +3%
Creative Planning
8
Creative Planning
Kansas
$11M 466,114 -17,372 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.81M 417,369 +237,204 +132%
Lido Advisors
10
Lido Advisors
California
$7.43M 316,263 -2,155 -0.7%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$6.74M 286,601 +9,589 +3%
AMG
12
Asset Management Group
Connecticut
$4.83M 205,585 +264 +0.1%
Financial Engines Advisors
13
Financial Engines Advisors
California
$4.08M 173,762 +6,590 +4%
FSC
14
Full Sail Capital
Oklahoma
$4M 166,826 +45,463 +37%
PWA
15
Physician Wealth Advisors
Utah
$3.9M 167,046 +151 +0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.73M 158,821 +54,107 +52%
Wells Fargo
17
Wells Fargo
California
$3.52M 149,952 +27,686 +23%
EP
18
Eudaimonia Partners
Tennessee
$3.2M 136,194 +136,194 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.1M 131,803 -12,630 -9%
SPC
20
Sigma Planning Corp
Michigan
$2.82M 120,166 +15,052 +14%
BFPW
21
BOK Financial Private Wealth
Colorado
$2.78M 118,133 -10,963 -8%
DFG
22
Demars Financial Group
Washington
$2.61M 110,908 +729 +0.7%
AAS
23
Avantax Advisory Services
Texas
$2.56M 113,002 +37,313 +49%
Jane Street
24
Jane Street
New York
$2.51M 106,714 +106,714 New
SWM
25
SigFig Wealth Management
California
$2.43M 103,893 +4,719 +5%
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