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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $881M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 32 closing their positions.

Holders
206
Holders Change
-8
Holders Change %
-3.74%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
82
Reduced
61
Closed
32
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$12.7M
2
BCM
2
Brookstone Capital Management
Illinois
$9.26M
3
VWM
3
Venturi Wealth Management
Texas
$2.23M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$3.3M
5
Jane Street
5
Jane Street
New York
$1.72M

Top Sellers

1
WSFS
1
Wilmington Savings Fund Society
Delaware
$37.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.45M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$521M
5
CWM
5
Capital Wealth Management
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
26
Physician Wealth Advisors
Utah
$4.03M 137,558 -12,471 -8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.91M 144,031 -29,525 -17%
KAS
28
Kestra Advisory Services
Texas
$3.66M 134,684 -7,478 -5%
SWM
29
SigFig Wealth Management
California
$3.56M 115,229 +398 +0.3%
AWC
30
Adamsbrown Wealth Consultants
Kansas
$3.3M 121,500 +79,325 +188%
EP
31
Eudaimonia Partners
Tennessee
$3.07M 113,108 -21,016 -16%
JWCA
32
J.W. Cole Advisors
Florida
$2.9M 106,807 +5,672 +6%
Stifel Financial
33
Stifel Financial
Missouri
$2.72M 100,238 +759 +0.8%
MA
34
Mutual Advisors
Nebraska
$2.5M 92,071 +9,023 +11%
UBS Group
35
UBS Group
Switzerland
$2.32M 85,469 +14,082 +20%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.28M 85,243 -99 -0.1%
VWM
37
Venturi Wealth Management
Texas
$2.23M 82,192 +82,192 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.18M 80,163 +7,980 +11%
AMG
39
Asset Management Group
Connecticut
$2.16M 79,571 +548 +0.7%
RA
40
RFG Advisory
Alabama
$2.1M 72,482 +18,387 +34%
RJA
41
Raymond James & Associates
Florida
$1.98M 72,852 +21 +0%
AWM
42
AE Wealth Management
Kansas
$1.87M 68,953 -2,843 -4%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.83M 67,432 +7,314 +12%
CWM
44
Curi Wealth Management
North Carolina
$1.77M 65,172 +8,768 +16%
Goldman Sachs
45
Goldman Sachs
New York
$1.76M 64,640 -17,144 -21%
Jane Street
46
Jane Street
New York
$1.72M 63,263 +63,263 New
ASN
47
Advisory Services Network
Georgia
$1.69M 62,045 +563 +0.9%
Mariner
48
Mariner
Kansas
$1.68M 61,862 -8,231 -12%
GGS
49
Galvin Gaustad & Stein
Arizona
$1.66M 61,028 +3,933 +7%
LNC
50
Lincoln National Corp
Pennsylvania
$1.6M 58,975 -3,215 -5%
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