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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

177 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 30 closing their positions.

Holders
177
Holders Change
-19
Holders Change %
-9.69%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
83
Reduced
54
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.49M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.84M
4
DI
4
DFPG Investments
Utah
$2.41M
5
Lido Advisors
5
Lido Advisors
California
$20M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$56.7M
2
LSIA
2
LaSalle St. Investment Advisors
Illinois
$0
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Schoolcraft Capital
Colorado
$3.19M 140,407 -1,989 -1%
AT
27
American Trust
Kentucky
$3.15M 138,585 +17,552 +15%
CAG
28
Crestwood Advisors Group
Massachusetts
$2.79M 122,592 -6,140 -5%
EP
29
Essential Planning
New Hampshire
$2.75M 120,320 +6,318 +6%
GGS
30
Galvin Gaustad & Stein
Arizona
$2.62M 115,017 +11,085 +11%
EBA
31
Eagle Bay Advisors
New York
$2.54M 111,630 +24,663 +28%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.53M 111,173 +8,257 +8%
SWM
33
SigFig Wealth Management
California
$2.52M 110,578 -3,916 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.41M 105,932 -17,223 -14%
DI
35
DFPG Investments
Utah
$2.41M 106,911 +68,234 +176%
TRCT
36
Tower Research Capital (TRC)
New York
$2.31M 101,358 +6,302 +7%
Stifel Financial
37
Stifel Financial
Missouri
$2.21M 97,119 +6,003 +7%
RA
38
RFG Advisory
Alabama
$2.18M 95,816 +6,612 +7%
OWM
39
Opes Wealth Management
California
$1.98M 87,010 +1,065 +1%
BBW
40
Blue Barn Wealth
Utah
$1.93M 85,039 +8,737 +11%
MAM
41
Marotta Asset Management
Virginia
$1.92M 84,298 +12,533 +17%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.88M 82,586 +38,010 +85%
MGWM
43
Marks Group Wealth Management
Minnesota
$1.84M 80,760 +80,760 New
RJA
44
Raymond James & Associates
Florida
$1.78M 78,140 -4,577 -6%
AMG
45
Asset Management Group
Connecticut
$1.77M 78,010 -125 -0.2%
AI
46
Atria Investments
North Carolina
$1.69M 74,431 +12,652 +20%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.68M 73,783 +6,127 +9%
UBS Group
48
UBS Group
Switzerland
$1.54M 67,884 -19,205 -22%
Mariner
49
Mariner
Kansas
$1.5M 66,078 -2,436 -4%
FAM
50
Forte Asset Management
New York
$1.33M 58,564 +344 +0.6%
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