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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 %
DWM
26
Diversify Wealth Management
Utah
$4.07M 150,809 +3,321 +2%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.93M 145,296 +853 +0.6%
RA
28
RFG Advisory
Alabama
$3.71M 137,030 +1,307 +1%
EP
29
Essential Planning
New Hampshire
$3.56M 131,503 +2,189 +2%
Financial Engines Advisors
30
Financial Engines Advisors
California
$3.3M 122,161 -7,647 -6%
BBW
31
Blue Barn Wealth
Utah
$3.27M 120,775 +3,705 +3%
OWM
32
Opes Wealth Management
California
$3.26M 120,698 +2,846 +2%
ISWM
33
Independent Solutions Wealth Management
New York
$3.12M 115,511 +844 +0.7%
Raymond James Financial
34
Raymond James Financial
Florida
$3.03M 112,015 -2,793 -2%
SPIA
35
Steward Partners Investment Advisory
New York
$2.86M 105,892 +105,102 +13,304%
SWM
36
SigFig Wealth Management
California
$2.84M 105,737 -3,121 -3%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$2.77M 102,291 +102,291 New
PFG
38
Prospect Financial Group
Virginia
$2.76M 102,140 -386 -0.4%
UBS Group
39
UBS Group
Switzerland
$2.66M 98,292 -29,999 -23%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.57M 95,170 +12,271 +15%
SC
41
Schoolcraft Capital
Colorado
$2.47M 91,428 -23,071 -20%
SC
42
Soundwatch Capital
Connecticut
$2.24M 4,850 +4,850 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.02M 74,608 +752 +1%
CWM
44
Congress Wealth Management
Massachusetts
$1.96M 72,388 +12,033 +20%
LPAM
45
Lodestar Private Asset Management
California
$1.94M 71,751 +2,455 +4%
S
46
Sachetta
Massachusetts
$1.86M 68,662 +34 +0%
NL
47
NWAM LLC
Washington
$1.77M 64,360 -3,257 -5%
Stifel Financial
48
Stifel Financial
Missouri
$1.75M 64,875 -903 -1%
AMG
49
Asset Management Group
Connecticut
$1.75M 64,620 -576 -0.9%
BFA
50
Beaumont Financial Advisors
Massachusetts
$1.71M 63,141 +1,716 +3%
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