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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

191 hedge funds and large institutions have $776M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 30 closing their positions.

Holders
191
Holders Change
-15
Holders Change %
-7.28%
% of All Funds
3.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
17
Increased
83
Reduced
57
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$5.71M
2
HWA
2
Hilltop Wealth Advisors
North Carolina
$3.75M
3
EP
3
Essential Planning
New Hampshire
$2.24M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$4.19M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.46M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.87M
2
VWM
2
Venturi Wealth Management
Texas
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.41M
4
BTI
4
Blue Trust Inc
Georgia
$9.08M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$3.61M 150,929 -13,396 -8%
BFS
27
Bard Financial Services
Connecticut
$3.52M 146,998 -39,661 -21%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.43M 143,379 -20,020 -12%
SWM
29
SigFig Wealth Management
California
$3.4M 110,507 -4,722 -4%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$3.3M 137,922 -6,109 -4%
EP
31
Eudaimonia Partners
Tennessee
$2.84M 118,879 +5,771 +5%
JWCA
32
J.W. Cole Advisors
Florida
$2.66M 111,392 +4,585 +4%
Goldman Sachs
33
Goldman Sachs
New York
$2.46M 102,694 +38,054 +59%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.35M 99,398 +14,155 +17%
EP
35
Essential Planning
New Hampshire
$2.24M 93,777 +93,777 New
Stifel Financial
36
Stifel Financial
Missouri
$2.23M 93,124 -7,114 -7%
MA
37
Mutual Advisors
Nebraska
$2.19M 91,362 -709 -0.8%
Citadel Advisors
38
Citadel Advisors
Florida
$2.18M 91,025 +35,400 +64%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.12M 88,584 +8,421 +11%
UBS Group
40
UBS Group
Switzerland
$2.1M 87,716 +2,247 +3%
GGS
41
Galvin Gaustad & Stein
Arizona
$1.94M 81,023 +19,995 +33%
AMG
42
Asset Management Group
Connecticut
$1.91M 79,676 +105 +0.1%
BCM
43
Brookstone Capital Management
Illinois
$1.87M 81,800 -255,433 -76%
CWM
44
Curi Wealth Management
North Carolina
$1.83M 76,395 +11,223 +17%
Mariner
45
Mariner
Kansas
$1.77M 74,029 +12,167 +20%
RJA
46
Raymond James & Associates
Florida
$1.64M 68,396 -4,456 -6%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.63M 67,925 +493 +0.7%
TRCT
48
Tower Research Capital (TRC)
New York
$1.62M 67,627 +13,672 +25%
5L
49
55I LLC
Massachusetts
$1.59M 66,541 +31,901 +92%
BBW
50
Blue Barn Wealth
Utah
$1.48M 61,943 +4,307 +7%
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