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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

214 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Real Estate Index ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 27 closing their positions.

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
35
Increased
81
Reduced
63
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.3M
3
AI
3
Atria Investments
North Carolina
$4.3M
4
SIA
4
Soltis Investment Advisors
Utah
$4.59M
5
Lido Advisors
5
Lido Advisors
California
$24M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$633M
2
BCM
2
Brookstone Capital Management
Illinois
$7.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15.6M
4
WA
4
Wealthstar Advisors
Texas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$4.61M +$394K +12,149 +9%
SIA
27
Soltis Investment Advisors
Utah
$4.59M +$2.1M +64,854 +84%
Morgan Stanley
28
Morgan Stanley
New York
$4.36M +$20.1K +621 +0.5%
EP
29
Eudaimonia Partners
Tennessee
$4.34M +$4.34M +134,124 New
AI
30
Atria Investments
North Carolina
$4.3M +$4.3M +132,822 New
SWM
31
SigFig Wealth Management
California
$3.59M -$368K -11,755 -9%
BFA
32
Beaumont Financial Advisors
Massachusetts
$3.32M -$7.8M -240,901 -70%
JWCA
33
J.W. Cole Advisors
Florida
$3.28M +$40.5K +1,251 +1%
Stifel Financial
34
Stifel Financial
Missouri
$3.22M +$410K +12,662 +15%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.75M -$1.11M -34,639 -29%
MA
36
Mutual Advisors
Nebraska
$2.69M +$1.85M +57,021 +219%
Goldman Sachs
37
Goldman Sachs
New York
$2.65M +$1.51M +46,668 +133%
AMG
38
Asset Management Group
Connecticut
$2.56M +$20.4K +630 +0.8%
RJA
39
Raymond James & Associates
Florida
$2.36M -$183K -5,665 -7%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.34M -$1.48M -45,583 -39%
AWM
41
AE Wealth Management
Kansas
$2.33M -$1.31M -40,397 -36%
UBS Group
42
UBS Group
Switzerland
$2.31M -$68.3K -2,111 -3%
Mariner
43
Mariner
Kansas
$2.27M -$2.64M -81,528 -54%
LNC
44
Lincoln National Corp
Pennsylvania
$2.02M -$17.9K -551 -0.9%
ASN
45
Advisory Services Network
Georgia
$1.99M -$4.02K -124 -0.2%
MWM
46
Mission Wealth Management
California
$1.97M -$40.7K -1,257 -2%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.95M -$1.04K -32 -0.1%
GGS
48
Galvin Gaustad & Stein
Arizona
$1.85M +$85.5K +2,641 +5%
BBW
49
Blue Barn Wealth
Utah
$1.83M +$368K +11,352 +25%
CWM
50
Curi Wealth Management
North Carolina
$1.83M +$205K +6,326 +13%
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