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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$25.8M
2
AWM
2
AE Wealth Management
Kansas
$12.6M
3
ASN
3
Advisory Services Network
Georgia
$3.47M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.63M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.57M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$42.9M
4
BTI
4
Blue Trust Inc
Georgia
$954K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GGS
26
Galvin Gaustad & Stein
Arizona
$3.35M 128,500 -152 -0.1%
DAS
27
Diversify Advisory Services
Utah
$3.35M 130,570 +130,570 New
EP
28
Essential Planning
New Hampshire
$3.21M 120,431 +111 +0.1%
Morgan Stanley
29
Morgan Stanley
New York
$3.01M 115,549 -107,539 -48%
SC
30
Schoolcraft Capital
Colorado
$3.01M 115,387 +1,256 +1%
MAM
31
Marotta Asset Management
Virginia
$2.98M 114,118 +7,664 +7%
RA
32
RFG Advisory
Alabama
$2.83M 108,353 +2,065 +2%
Goldman Sachs
33
Goldman Sachs
New York
$2.82M 108,097 +13,455 +14%
SWM
34
SigFig Wealth Management
California
$2.8M 107,150 -10,706 -9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.68M 102,860 -162 -0.2%
OWM
36
Opes Wealth Management
California
$2.68M 102,854 +8,418 +9%
BBW
37
Blue Barn Wealth
Utah
$2.48M 95,186 +3,043 +3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$2.21M 84,580 -3,191 -4%
RJA
39
Raymond James & Associates
Florida
$2.19M 83,840 +2,922 +4%
Stifel Financial
40
Stifel Financial
Missouri
$2.17M 83,332 +327 +0.4%
MGWM
41
Marks Group Wealth Management
Minnesota
$2.11M 80,760 – –
SIA
42
Soltis Investment Advisors
Utah
$2.06M 78,843 -271 -0.3%
AMG
43
Asset Management Group
Connecticut
$1.89M 72,540 -3,478 -5%
EBA
44
Eagle Bay Advisors
New York
$1.84M 70,514 +3,480 +5%
FAM
45
Forte Asset Management
New York
$1.81M 69,405 +7,033 +11%
UBS Group
46
UBS Group
Switzerland
$1.79M 68,457 +1,456 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.75M 67,168 -16,393 -20%
LPAM
48
Lodestar Private Asset Management
California
$1.59M 61,084 +3,560 +6%
Mariner
49
Mariner
Kansas
$1.58M 60,523 -2,877 -5%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.57M 60,352 +26,687 +79%
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