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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

193 hedge funds and large institutions have $480M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
72
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.59M
2
CI
2
CX Institutional
Indiana
$2.52M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.98M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$2.54M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.36M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$174M
2
AI
2
Atria Investments
North Carolina
$1.49M
3
BFS
3
Bard Financial Services
Connecticut
$1.05M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.26M
5
LSIA
5
LaSalle St. Investment Advisors
Illinois
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$3.53M 141,718 -6,519 -4%
ISWM
27
Independent Solutions Wealth Management
New York
$3.43M 137,847 +3,643 +3%
LSIA
28
LaSalle St. Investment Advisors
Illinois
$3.27M 131,128 -49,365 -27%
AT
29
American Trust
Kentucky
$3.26M 130,820 -44,732 -25%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.1M 124,497 +14,067 +13%
SC
31
Schoolcraft Capital
Colorado
$3.08M 123,455 +15,007 +14%
TRCT
32
Tower Research Capital (TRC)
New York
$2.98M 119,532 +84,531 +242%
BCM
33
Brookstone Capital Management
Illinois
$2.87M 115,380 +38,202 +49%
SWM
34
SigFig Wealth Management
California
$2.81M 112,651 +1,511 +1%
EP
35
Essential Planning
New Hampshire
$2.73M 109,508 +15,780 +17%
DAS
36
Dynamic Advisor Solutions
Arizona
$2.54M 102,141 +71,939 +238%
CI
37
CX Institutional
Indiana
$2.52M 101,817 +101,817 New
GGS
38
Galvin Gaustad & Stein
Arizona
$2.43M 97,636 +5,220 +6%
Goldman Sachs
39
Goldman Sachs
New York
$2.36M 94,680 +60,806 +180%
Stifel Financial
40
Stifel Financial
Missouri
$2.35M 94,238 -1,756 -2%
CWM
41
Curi Wealth Management
North Carolina
$2.34M 93,816 +1,811 +2%
UBS Group
42
UBS Group
Switzerland
$2.26M 90,700 +9,355 +12%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$2.16M 86,517 -4,667 -5%
Jane Street
44
Jane Street
New York
$2.15M 86,320 +53,358 +162%
RJA
45
Raymond James & Associates
Florida
$2.12M 85,125 +13,477 +19%
RA
46
RFG Advisory
Alabama
$2.11M 84,741 +2,017 +2%
EBA
47
Eagle Bay Advisors
New York
$2.01M 80,758 -1,266 -2%
Citadel Advisors
48
Citadel Advisors
Florida
$1.98M 79,421 -27,828 -26%
AMG
49
Asset Management Group
Connecticut
$1.97M 78,964 +428 +0.5%
MA
50
Mutual Advisors
Nebraska
$1.78M 71,388 -19,273 -21%
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