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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

196 hedge funds and large institutions have $385M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
196
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
70
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$4.65M
2
Lido Advisors
2
Lido Advisors
California
$20.7M
3
AWM
3
AE Wealth Management
Kansas
$7.55M
4
MCM
4
MAI Capital Management
Ohio
$10.4M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$16.7M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$80.2M
2
AWC
2
Adamsbrown Wealth Consultants
Kansas
$512K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.93M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$3.44M 137,105 -10,296 -7%
CAG
27
Crestwood Advisors Group
Massachusetts
$3.23M 128,732 -85,044 -40%
Jane Street
28
Jane Street
New York
$3.23M 128,662 +42,342 +49%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.09M 123,155 -1,342 -1%
AT
30
American Trust
Kentucky
$3.04M 121,033 -9,787 -7%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.93M 116,626 -172,984 -60%
SWM
32
SigFig Wealth Management
California
$2.86M 114,494 +1,843 +2%
EP
33
Essential Planning
New Hampshire
$2.86M 114,002 +4,494 +4%
GGS
34
Galvin Gaustad & Stein
Arizona
$2.61M 103,932 +6,296 +6%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.58M 102,916 +16,399 +19%
TRCT
36
Tower Research Capital (TRC)
New York
$2.38M 95,056 -24,476 -20%
Stifel Financial
37
Stifel Financial
Missouri
$2.29M 91,116 -3,122 -3%
RA
38
RFG Advisory
Alabama
$2.24M 89,204 +4,463 +5%
UBS Group
39
UBS Group
Switzerland
$2.19M 87,089 -3,611 -4%
EBA
40
Eagle Bay Advisors
New York
$2.18M 86,967 +6,209 +8%
OWM
41
Opes Wealth Management
California
$2.16M 85,945 +23,020 +37%
RJA
42
Raymond James & Associates
Florida
$2.08M 82,717 -2,408 -3%
AMG
43
Asset Management Group
Connecticut
$1.96M 78,135 -829 -1%
BBW
44
Blue Barn Wealth
Utah
$1.91M 76,302 +11,943 +19%
MA
45
Mutual Advisors
Nebraska
$1.83M 72,743 +1,355 +2%
MAM
46
Marotta Asset Management
Virginia
$1.8M 71,765 +71,765 New
Mariner
47
Mariner
Kansas
$1.72M 68,514 +1,729 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.7M 67,656 +18,463 +38%
Citadel Advisors
49
Citadel Advisors
Florida
$1.68M 66,782 -12,639 -16%
AI
50
Atria Investments
North Carolina
$1.55M 61,779 +1,788 +3%
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