FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

157 hedge funds and large institutions have $772M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
61
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$463M
2
WSFS
2
Wilmington Savings Fund Society
Delaware
$50.4M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$7.62M
4
AAS
4
Avantax Advisory Services
Texas
$5.44M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$29.5M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$4.52M
2
BCM
2
Beaumont Capital Management
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.96M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.92M
5
PCS
5
Personal CFO Solutions
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.72M +$315K +11,467 +13%
BWM
27
BerganKDV Wealth Management
Minnesota
$2.72M +$151K +5,500 +6%
EP
28
Eudaimonia Partners
Tennessee
$2.66M -$1.11M -40,406 -29%
FP
29
Financial Perspectives
Minnesota
$2.45M +$2.36M +64,884 +2,649%
AMG
30
Asset Management Group
Connecticut
$2.38M -$177K -6,423 -7%
JWCA
31
J.W. Cole Advisors
Florida
$2.32M +$812K +29,524 +54%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.16M -$146K -5,314 -6%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.99M +$132K +4,806 +7%
SIA
34
Soltis Investment Advisors
Utah
$1.91M +$123K +4,492 +7%
MWM
35
Mission Wealth Management
California
$1.84M -$73.3K -2,665 -4%
RJA
36
Raymond James & Associates
Florida
$1.67M +$42.7K +1,553 +3%
UBS Group
37
UBS Group
Switzerland
$1.59M -$4.01K -146 -0.3%
ASN
38
Advisory Services Network
Georgia
$1.59M -$369K -13,425 -19%
LPL Financial
39
LPL Financial
California
$1.5M -$461K -16,783 -24%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.43M -$86K -3,128 -6%
GGS
41
Galvin Gaustad & Stein
Arizona
$1.4M +$33.5K +1,220 +2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$367K +13,333 +38%
CS
43
Comerica Securities
Michigan
$1.27M +$1.27M +46,260 New
Morgan Stanley
44
Morgan Stanley
New York
$1.26M +$52.8K +1,920 +4%
DFG
45
Demars Financial Group
Washington
$1.22M +$40.6K +1,478 +3%
Wells Fargo
46
Wells Fargo
California
$1.21M -$116K -4,205 -9%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.21M +$353K +12,836 +41%
CTA
48
Colonial Trust Advisors
South Carolina
$1.18M -$118K -4,278 -9%
BDF
49
Black Diamond Financial
Maryland
$1.18M +$555K +20,211 +90%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$1.16M -$2.86K -104 -0.2%
1
2
3 4 5