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Fidelity MSCI Real Estate Index ETF
FREL

202 hedge funds and large institutions have $774M invested in Fidelity MSCI Real Estate Index ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 51

50% more capital invested

Capital invested by funds: $515M → $774M (+$259M)

9.84% more ownership

Funds ownership: 47.72% → 57.56% (+9.8%)

5% less funds holding

Funds holding: 213 → 202 (-11)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
202
Holders Change
-11
Holders Change %
-5.16%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
17
Increased
93
Reduced
51
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$285M
2
Two Sigma Investments
Two Sigma Investments
New York
+$7.24M
3
PPW
Pasadena Private Wealth
California
+$6.14M
4
LPL Financial
LPL Financial
California
+$4.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.89M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$38.1M
2
Lido Advisors
Lido Advisors
California
-$4.98M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.46M
4
DAS
Diversify Advisory Services
Utah
-$2.04M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$5.71M -$342K -12,278 -5%
DAS
27
Dynamic Advisor Solutions
Arizona
$5.62M +$111K +3,989 +2%
AFTS
28
American Financial & Tax Strategies
New York
$5.38M -$30.7K -1,104 -0.5%
Morgan Stanley
29
Morgan Stanley
New York
$4.89M +$418K +15,017 +9%
TFP
30
Townsend Financial Planning
Kentucky
$4.61M +$85.9K +3,087 +2%
RA
31
RFG Advisory
Alabama
$4.32M +$225K +8,091 +5%
PWA
32
Physician Wealth Advisors
Utah
$4.3M -$8.24K -296 -0.2%
HighTower Advisors
33
HighTower Advisors
Illinois
$4.19M +$246K +8,830 +6%
Raymond James Financial
34
Raymond James Financial
Florida
$4.01M +$276K +9,910 +7%
UBS Group
35
UBS Group
Switzerland
$3.9M +$1.77M +63,594 +78%
EP
36
Essential Planning
New Hampshire
$3.63M +$31.7K +1,139 +0.9%
Financial Engines Advisors
37
Financial Engines Advisors
California
$3.62M +$46.1K +1,655 +1%
OWM
38
Opes Wealth Management
California
$3.6M +$142K +5,089 +4%
SPIA
39
Steward Partners Investment Advisory
New York
$3.4M +$256K +9,208 +8%
Mariner
40
Mariner
Kansas
$3.36M +$1.94M +69,519 +126%
PFG
41
Prospect Financial Group
Virginia
$3.15M +$118K +4,244 +4%
SWM
42
SigFig Wealth Management
California
$3.08M -$41.2K -1,480 -1%
ISWM
43
Independent Solutions Wealth Management
New York
$3.08M +$39.5K +1,418 +1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.81M -$184K -6,603 -6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.62M +$298K +10,692 +12%
PAS
46
Park Avenue Securities
New York
$2.49M -$211K -7,591 -8%
SC
47
Schoolcraft Capital
Colorado
$2.44M +$50.4K +1,809 +2%
LW
48
Livet Wealth
Utah
$2.35M +$133K +4,793 +6%
LPAM
49
Lodestar Private Asset Management
California
$2.2M +$142K +5,097 +7%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$2.13M +$992K +35,648 +82%
1
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3 4 5

FREL Hedge Fund Activity: Q1 2026 in Review

202 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q1 2026, worth a combined $774M — up 50% from $515M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FREL and 17 opened new positions — a net loss of 6 holders — while 51 trimmed existing stakes and 93 added.

The largest buyer was Bank of America, adding an estimated $285M. The largest seller was AE Wealth Management, cutting an estimated $38.1M.

  • 202 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q1 2026, down from 213 in Q4 2025.
  • Funds reported $774M of Fidelity MSCI Real Estate Index ETF stock for Q1 2026, up 50% quarter-over-quarter.
  • 17 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q1 2026 and 23 closed out, a net change of -6 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q1 2026 was Bank of America, an estimated $285M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q1 2026 was AE Wealth Management, an estimated $38.1M sold.

Based on aggregated 13F filings for Q1 2026.