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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

205 hedge funds and large institutions have $432M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
205
Holders Change
+6
Holders Change %
+3.02%
% of All Funds
2.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$2.86M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$2.77M
3
SC
3
Soundwatch Capital
Connecticut
$2.24M
4
Lido Advisors
4
Lido Advisors
California
$33M
5
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$1.23M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.4M
2
DFG
2
Demars Financial Group
Washington
$269K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.15M
4
ASN
4
Advisory Services Network
Georgia
$575K
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$33M 1,221,408 +68,081 +6%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$30.4M 1,122,803 -92,528 -8%
AWM
3
AE Wealth Management
Kansas
$28.1M 1,037,875 +11,846 +1%
CNC
4
Citizens & Northern Corp
Pennsylvania
$22.2M 820,011 +29,642 +4%
T
5
TrueFG
Texas
$16.3M 603,416 +16,317 +3%
BDF
6
Black Diamond Financial
Maryland
$15.3M 566,976 +783 +0.1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.4M 532,562 -354,887 -40%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.9M 515,523 -64,154 -11%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$12.6M 467,376 +17,341 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.3M 416,893 +5,822 +1%
PFA
11
Pure Financial Advisors
California
$11.1M 410,078 -6,331 -2%
AAS
12
Avantax Advisory Services
Texas
$10.9M 404,892 -8,981 -2%
LPL Financial
13
LPL Financial
California
$10.5M 387,771 +30,312 +8%
MCM
14
MAI Capital Management
Ohio
$10.3M 380,222 +42,827 +13%
AM
15
AGF Management
Ontario, Canada
$8.2M 303,151 +4,473 +1%
DAS
16
Dynamic Advisor Solutions
Arizona
$6.52M 240,990 +6,401 +3%
HCA
17
Heck Capital Advisors
Wisconsin
$6.32M 233,877 +24,812 +12%
Creative Planning
18
Creative Planning
Kansas
$6.19M 229,082 -19,988 -8%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$5.37M 198,454 +3,043 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.19M 192,059 -23,610 -11%
AFTS
21
American Financial & Tax Strategies
New York
$5.12M 189,228 +2,860 +2%
MML Investors Services
22
MML Investors Services
Massachusetts
$4.98M 184,060 +18,553 +11%
PWA
23
Physician Wealth Advisors
Utah
$4.75M 175,488 -8,645 -5%
MAM
24
Marotta Asset Management
Virginia
$4.53M 167,493 +26,008 +18%
Morgan Stanley
25
Morgan Stanley
New York
$4.16M 153,683 -4,334 -3%
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