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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

196 hedge funds and large institutions have $778M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 24 closing their positions.

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
33
Increased
72
Reduced
64
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWMH
1
Riverpoint Wealth Management Holdings
Illinois
$17.1M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$5.44M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$5.06M
4
ISWM
4
Independent Solutions Wealth Management
New York
$3.33M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$15.4M

Top Sellers

1
WSFS
1
Wilmington Savings Fund Society
Delaware
$1.95M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$452M
3
HWA
3
Hilltop Wealth Advisors
North Carolina
$376K
4
EP
4
Eudaimonia Partners
Tennessee
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$840K
Name Market Value Shares Shares
Change 		Shares
Change %
AT
26
American Trust
Kentucky
$4.36M 175,552 +1,800 +1%
Morgan Stanley
27
Morgan Stanley
New York
$4.31M 173,798 +22,869 +15%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$4.13M 166,477 +28,555 +21%
SPC
29
Sigma Planning Corp
Michigan
$3.68M 148,237 -3,262 -2%
ISWM
30
Independent Solutions Wealth Management
New York
$3.33M 134,204 +79,683 +146%
SWM
31
SigFig Wealth Management
California
$3.32M 111,140 +633 +0.6%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.74M 110,430 +21,846 +25%
SC
33
Schoolcraft Capital
Colorado
$2.69M 108,448 +62,563 +136%
Citadel Advisors
34
Citadel Advisors
Florida
$2.66M 107,249 +16,224 +18%
JWCA
35
J.W. Cole Advisors
Florida
$2.56M 103,069 -8,323 -7%
BFS
36
Bard Financial Services
Connecticut
$2.47M 99,338 -47,660 -32%
Stifel Financial
37
Stifel Financial
Missouri
$2.38M 95,994 +2,870 +3%
GGS
38
Galvin Gaustad & Stein
Arizona
$2.29M 92,416 +11,393 +14%
RA
39
RFG Advisory
Alabama
$2.29M 82,724 +25,394 +44%
CWM
40
Curi Wealth Management
North Carolina
$2.28M 92,005 +15,610 +20%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.26M 91,184 +23,259 +34%
MA
42
Mutual Advisors
Nebraska
$2.25M 90,661 -701 -0.8%
EP
43
Essential Planning
New Hampshire
$2.24M 93,728 -49 -0.1%
EBA
44
Eagle Bay Advisors
New York
$2.04M 82,024 +26,989 +49%
UBS Group
45
UBS Group
Switzerland
$2.02M 81,345 -6,371 -7%
BCM
46
Brookstone Capital Management
Illinois
$1.96M 77,178 -4,622 -6%
AMG
47
Asset Management Group
Connecticut
$1.95M 78,536 -1,140 -1%
WSFS
48
Wilmington Savings Fund Society
Delaware
$1.95M 78,559 -1,282,064 -94%
FAM
49
Forte Asset Management
New York
$1.88M 75,855 +75,855 New
Mariner
50
Mariner
Kansas
$1.86M 74,835 +806 +1%
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