FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

209 hedge funds and large institutions have $1.32B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 15 closing their positions.

Holders
209
Holders Change
+27
Holders Change %
+14.84%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
50
Increased
82
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$794M
2
WA
2
Wealthstar Advisors
Texas
$8.89M
3
Lido Advisors
3
Lido Advisors
California
$23.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.4M
5
MCM
5
MAI Capital Management
Ohio
$10.1M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$48.3M
2
KAS
2
Kestra Advisory Services
Texas
$4.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M
4
HT
4
HAP Trading
New York
$0
5
PFA
5
Pure Financial Advisors
California
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
26
Physician Wealth Advisors
Utah
$4.96M 149,135 -2,347 -2%
Morgan Stanley
27
Morgan Stanley
New York
$4.65M 133,931 +30,147 +29%
KAS
28
Kestra Advisory Services
Texas
$4.51M 130,013 -156,537 -55%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.12M 119,981 +10,953 +10%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$4.11M 118,511 +12,838 +12%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.09M 117,766 -1,159 -1%
SWM
32
SigFig Wealth Management
California
$3.93M 126,586 -5,988 -5%
AWM
33
AE Wealth Management
Kansas
$3.9M 112,193 +43,737 +64%
JWCA
34
J.W. Cole Advisors
Florida
$3.47M 99,884 +99,884 New
LPL Financial
35
LPL Financial
California
$3.45M 99,412 +20,780 +26%
Stifel Financial
36
Stifel Financial
Missouri
$3.01M 86,817 -11,234 -11%
RJA
37
Raymond James & Associates
Florida
$2.73M 78,496 +10,454 +15%
AMG
38
Asset Management Group
Connecticut
$2.72M 78,393 -1,462 -2%
SIA
39
Soltis Investment Advisors
Utah
$2.67M 76,976 +2,852 +4%
UBS Group
40
UBS Group
Switzerland
$2.55M 73,498 +13,737 +23%
LNC
41
Lincoln National Corp
Pennsylvania
$2.18M 62,741 +3,484 +6%
MWM
42
Mission Wealth Management
California
$2.15M 61,939 -2,107 -3%
ASN
43
Advisory Services Network
Georgia
$2.14M 61,606 +4,637 +8%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$2.09M 60,150 -1,987 -3%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$1.98M 57,360 +8,439 +17%
OWM
46
Opes Wealth Management
California
$1.94M 55,723 +16,787 +43%
GGS
47
Galvin Gaustad & Stein
Arizona
$1.89M 54,454 +63 +0.1%
CWM
48
Congress Wealth Management
Massachusetts
$1.87M 53,811 +53,811 New
Wells Fargo
49
Wells Fargo
California
$1.84M 53,066 -260 -0.5%
CWM
50
Curi Wealth Management
North Carolina
$1.74M 50,078 +2,899 +6%
1
2
3 4 5