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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$15.8M
2
CNC
2
Citizens & Northern Corp
Pennsylvania
$19.4M
3
BDF
3
Black Diamond Financial
Maryland
$11M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$2.8M
5
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$10.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$37.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$563K
3
DAS
3
Diversify Advisory Services
Utah
$1.76M
4
NL
4
NWAM LLC
Washington
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
EP
26
Essential Planning
New Hampshire
$3.19M 125,949 +5,518 +5%
RA
27
RFG Advisory
Alabama
$3.18M 125,526 +17,173 +16%
DWM
28
Diversify Wealth Management
Utah
$3.18M 118,665 +118,665 New
SC
29
Schoolcraft Capital
Colorado
$3.14M 124,001 +8,614 +7%
Morgan Stanley
30
Morgan Stanley
New York
$3.04M 120,027 +4,478 +4%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$2.8M 110,654 +94,167 +571%
SWM
32
SigFig Wealth Management
California
$2.79M 110,006 +2,856 +3%
OWM
33
Opes Wealth Management
California
$2.65M 104,445 +1,591 +2%
RJA
34
Raymond James & Associates
Florida
$2.6M 102,796 +18,956 +23%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.59M 102,136 -724 -0.7%
BBW
36
Blue Barn Wealth
Utah
$2.55M 100,454 +5,268 +6%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.37M 93,322 -45,656 -33%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.03M 79,922 -60,629 -43%
Stifel Financial
39
Stifel Financial
Missouri
$2.02M 79,558 -3,774 -5%
SIA
40
Soltis Investment Advisors
Utah
$2M 78,844 +1 +0%
EBA
41
Eagle Bay Advisors
New York
$1.94M 76,663 +6,149 +9%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.9M 74,929 +7,761 +12%
FAM
43
Forte Asset Management
New York
$1.85M 73,148 +3,743 +5%
AMG
44
Asset Management Group
Connecticut
$1.82M 71,983 -557 -0.8%
AI
45
Atria Investments
North Carolina
$1.78M 70,283 +11,534 +20%
DAS
46
Diversify Advisory Services
Utah
$1.76M 69,348 -61,222 -47%
MGWM
47
Marks Group Wealth Management
Minnesota
$1.73M 68,324 -12,436 -15%
UBS Group
48
UBS Group
Switzerland
$1.73M 68,290 -167 -0.2%
LPAM
49
Lodestar Private Asset Management
California
$1.59M 62,933 +1,849 +3%
S
50
Sachetta
Massachusetts
$1.59M 58,087 +13,100 +29%
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