FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

182 hedge funds and large institutions have $1.12B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
75
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$667M
2
BCM
2
Brookstone Capital Management
Illinois
$62.8M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$10.3M
4
FMT
4
First Mercantile Trust
Tennessee
$6.06M
5
KAS
5
Kestra Advisory Services
Texas
$8.71M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
BWM
2
BerganKDV Wealth Management
Minnesota
$246K
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
Creative Planning
4
Creative Planning
Kansas
$11.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
SigFig Wealth Management
California
$4.03M 132,574 +8,453 +7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.62M 118,925 +29,761 +33%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.29M 109,028 -5,982 -5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.21M 105,673 +29,659 +39%
Morgan Stanley
30
Morgan Stanley
New York
$3.16M 103,784 +34,120 +49%
Stifel Financial
31
Stifel Financial
Missouri
$2.98M 98,051 +197 +0.2%
EP
32
Eudaimonia Partners
Tennessee
$2.68M 88,187 +6,595 +8%
AMG
33
Asset Management Group
Connecticut
$2.43M 79,855 -1,853 -2%
LPL Financial
34
LPL Financial
California
$2.39M 78,632 +17,390 +28%
SIA
35
Soltis Investment Advisors
Utah
$2.25M 74,124 -131 -0.2%
AWM
36
AE Wealth Management
Kansas
$2.08M 68,456 +68,456 New
RJA
37
Raymond James & Associates
Florida
$2.07M 68,042 +1,837 +3%
HT
38
HAP Trading
New York
$2.04M 67,122 +8,454 +14%
PAG
39
Private Advisor Group
New Jersey
$2M 65,648 +35,592 +118%
MWM
40
Mission Wealth Management
California
$1.95M 64,046 -1,278 -2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.89M 62,137 +2,011 +3%
BDF
42
Black Diamond Financial
Maryland
$1.85M 60,929 -2,096 -3%
UBS Group
43
UBS Group
Switzerland
$1.82M 59,761 -1,022 -2%
LNC
44
Lincoln National Corp
Pennsylvania
$1.8M 59,257 +15,760 +36%
ASN
45
Advisory Services Network
Georgia
$1.73M 56,969 -1,019 -2%
GGS
46
Galvin Gaustad & Stein
Arizona
$1.65M 54,391 +2,239 +4%
Wells Fargo
47
Wells Fargo
California
$1.62M 53,326 +8,591 +19%
WIA
48
World Investment Advisors
California
$1.5M 49,271 +49,271 New
RCAG
49
Rehmann Capital Advisory Group
Michigan
$1.48M 48,921 +13,549 +38%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$1.48M 48,593 +6,270 +15%
1
2
3 4 5