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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

153 hedge funds and large institutions have $701M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
153
Holders Change
+12
Holders Change %
+8.51%
% of All Funds
2.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
23
Increased
52
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$403M
2
BCM
2
Beaumont Capital Management
Massachusetts
$6.75M
3
WSFS
3
Wilmington Savings Fund Society
Delaware
$38.1M
4
BFS
4
Bard Financial Services
Connecticut
$5.01M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$24.8M

Top Sellers

1
AMG
1
Asset Management Group
Connecticut
$2.36M
2
FI
2
FormulaFolio Investments
Michigan
$28.9M
3
Wells Fargo
3
Wells Fargo
California
$1.23M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.4M
5
Jane Street
5
Jane Street
New York
$950K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$403M 15,892,422 +1,414,616 +10%
WSFS
2
Wilmington Savings Fund Society
Delaware
$38.1M 1,501,196 +232,799 +18%
FI
3
FormulaFolio Investments
Michigan
$28.9M 1,139,269 -109,422 -9%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$24.8M 977,800 +86,957 +10%
PFA
5
Pure Financial Advisors
California
$18M 708,065 -38,690 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$16.2M 638,566 -4,855 -0.8%
CNC
7
Citizens & Northern Corp
Pennsylvania
$13.8M 542,641 +4,919 +0.9%
Creative Planning
8
Creative Planning
Kansas
$11.8M 464,261 -1,853 -0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.7M 422,975 +5,606 +1%
Lido Advisors
10
Lido Advisors
California
$9.53M 375,298 +59,035 +19%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$7.71M 303,604 +17,003 +6%
BCM
12
Beaumont Capital Management
Massachusetts
$6.75M 265,993 +265,993 New
BFS
13
Bard Financial Services
Connecticut
$5.01M 197,376 +197,376 New
Financial Engines Advisors
14
Financial Engines Advisors
California
$4.78M 188,242 +14,480 +8%
FSC
15
Full Sail Capital
Oklahoma
$4.62M 177,653 +10,827 +6%
PWA
16
Physician Wealth Advisors
Utah
$4.25M 160,502 -6,544 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.05M 159,477 +656 +0.4%
EP
18
Eudaimonia Partners
Tennessee
$3.48M 137,154 +960 +0.7%
SPC
19
Sigma Planning Corp
Michigan
$3.03M 119,200 -966 -0.8%
BFPW
20
BOK Financial Private Wealth
Colorado
$2.85M 112,377 -5,756 -5%
SWM
21
SigFig Wealth Management
California
$2.84M 111,853 +7,960 +8%
Goldman Sachs
22
Goldman Sachs
New York
$2.54M 100,000 – –
AAS
23
Avantax Advisory Services
Texas
$2.5M 101,925 -11,077 -10%
BWM
24
BerganKDV Wealth Management
Minnesota
$2.37M 93,405 +3,704 +4%
AMG
25
Asset Management Group
Connecticut
$2.36M 93,146 -112,439 -55%
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