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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

180 hedge funds and large institutions have $941M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
31
Increased
67
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$34.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$538M
3
T
3
TrueFG
Texas
$8.92M
4
RWP
4
RWA Wealth Partners
Massachusetts
$5.91M
5
KAS
5
Kestra Advisory Services
Texas
$3.59M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$2.16M
2
AAS
2
Avantax Advisory Services
Texas
$3.5M
3
CNC
3
Citizens & Northern Corp
Pennsylvania
$15.6M
4
BFPW
4
BOK Financial Private Wealth
Colorado
$1.37M
5
FP
5
Financial Perspectives
Minnesota
$75K
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$3.5M 123,334 -85,238 -41%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.47M 115,010 +36,556 +47%
BWM
28
BerganKDV Wealth Management
Minnesota
$3.06M 100,618 +1,713 +2%
Stifel Financial
29
Stifel Financial
Missouri
$2.98M 97,854 -1,111 -1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.71M 89,164 +37,257 +72%
JWCA
31
J.W. Cole Advisors
Florida
$2.68M 88,089 +3,639 +4%
AMG
32
Asset Management Group
Connecticut
$2.49M 81,708 -5,015 -6%
EP
33
Eudaimonia Partners
Tennessee
$2.48M 81,592 -15,156 -16%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.31M 76,014 +28,040 +58%
SIA
35
Soltis Investment Advisors
Utah
$2.26M 74,255 +4,841 +7%
BFA
36
Beaumont Financial Advisors
Massachusetts
$2.16M 70,814 -206,258 -74%
Morgan Stanley
37
Morgan Stanley
New York
$2.12M 69,664 +23,738 +52%
RJA
38
Raymond James & Associates
Florida
$2.02M 66,205 +5,396 +9%
MWM
39
Mission Wealth Management
California
$1.99M 65,324 -1,741 -3%
BDF
40
Black Diamond Financial
Maryland
$1.93M 63,025 +20,236 +47%
LPL Financial
41
LPL Financial
California
$1.86M 61,242 +6,862 +13%
UBS Group
42
UBS Group
Switzerland
$1.85M 60,783 +2,826 +5%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.83M 60,126 -12,404 -17%
HT
44
HAP Trading
New York
$1.79M 58,668 +58,668 New
ASN
45
Advisory Services Network
Georgia
$1.76M 57,988 +287 +0.5%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.65M 54,122 +21,944 +68%
GGS
47
Galvin Gaustad & Stein
Arizona
$1.59M 52,152 +1,333 +3%
CS
48
Comerica Securities
Michigan
$1.4M 45,974 -286 -0.6%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.4M 45,883 +1,884 +4%
DFG
50
Demars Financial Group
Washington
$1.39M 45,628 +1,277 +3%
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