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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

204 hedge funds and large institutions have $375M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 11 closing their positions.

Holders
204
Holders Change
+27
Holders Change %
+15.25%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
67
Reduced
67
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.52M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$2.29M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.29M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$10M
5
AWM
5
AE Wealth Management
Kansas
$10.1M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$46.5M
2
RWMH
2
Riverpoint Wealth Management Holdings
Illinois
$9.35M
3
FSC
3
Full Sail Capital
Oklahoma
$1.59M
4
AT
4
American Trust
Kentucky
$0
5
CAG
5
Crestwood Advisors Group
Massachusetts
$877K
Name Market Value Shares Shares
Change 		Shares
Change %
EP
26
Essential Planning
New Hampshire
$3.21M 120,320 – –
SWM
27
SigFig Wealth Management
California
$3.14M 117,856 +7,278 +7%
SC
28
Schoolcraft Capital
Colorado
$3.04M 114,131 -26,276 -19%
DI
29
DFPG Investments
Utah
$2.96M 112,993 +6,082 +6%
MAM
30
Marotta Asset Management
Virginia
$2.84M 106,454 +22,156 +26%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.84M 106,376 +32,593 +44%
RA
32
RFG Advisory
Alabama
$2.83M 106,288 +10,472 +11%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.75M 103,022 -2,910 -3%
BTI
34
Blue Trust Inc
Georgia
$2.65M 116,265 -16,651 -13%
Goldman Sachs
35
Goldman Sachs
New York
$2.52M 94,642 +94,642 New
OWM
36
Opes Wealth Management
California
$2.52M 94,436 +7,426 +9%
ASN
37
Advisory Services Network
Georgia
$2.48M 93,193 +52,071 +127%
BBW
38
Blue Barn Wealth
Utah
$2.46M 92,143 +7,104 +8%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$2.34M 87,771 +32,570 +59%
OPS
40
Orion Portfolio Solutions
Nebraska
$2.29M 86,486 +86,486 New
BCI
41
Brinker Capital Investments
Pennsylvania
$2.29M 86,486 +86,486 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.23M 83,561 +975 +1%
Stifel Financial
43
Stifel Financial
Missouri
$2.21M 83,005 -14,114 -15%
RJA
44
Raymond James & Associates
Florida
$2.16M 80,918 +2,778 +4%
MGWM
45
Marks Group Wealth Management
Minnesota
$2.15M 80,760 – –
SIA
46
Soltis Investment Advisors
Utah
$2.11M 79,114 -69,594 -47%
AMG
47
Asset Management Group
Connecticut
$2.03M 76,018 -1,992 -3%
Citadel Advisors
48
Citadel Advisors
Florida
$1.84M 69,165 +29,650 +75%
EBA
49
Eagle Bay Advisors
New York
$1.79M 67,034 -44,596 -40%
UBS Group
50
UBS Group
Switzerland
$1.79M 67,001 -883 -1%
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