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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
78
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$34.2M
2
RWP
2
RWA Wealth Partners
Massachusetts
$3.24M
3
AWM
3
AE Wealth Management
Kansas
$21.5M
4
WA
4
Win Advisors
Florida
$2.84M
5
AM
5
AGF Management
Ontario, Canada
$3.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$39.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DAS
3
Diversify Advisory Services
Utah
$1.23M
4
CAG
4
Crestwood Advisors Group
Massachusetts
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
RFG Advisory
Alabama
$3.8M +$98.4K +3,339 +3%
EP
27
Essential Planning
New Hampshire
$3.73M +$16.6K +563 +0.4%
Morgan Stanley
28
Morgan Stanley
New York
$3.7M +$162K +5,486 +5%
SC
29
Schoolcraft Capital
Colorado
$3.64M -$15.8K -536 -0.4%
AM
30
AGF Management
Ontario, Canada
$3.5M +$1.98M +67,144 +130%
ASN
31
Advisory Services Network
Georgia
$3.38M – – –
RWP
32
RWA Wealth Partners
Massachusetts
$3.24M +$3.24M +109,779 New
RCAG
33
Rehmann Capital Advisory Group
Michigan
$3.21M -$50.6K -1,717 -2%
SWM
34
SigFig Wealth Management
California
$3.13M -$93.6K -3,200 -3%
OWM
35
Opes Wealth Management
California
$3.09M +$15.1K +511 +0.5%
BBW
36
Blue Barn Wealth
Utah
$3.07M +$105K +3,550 +4%
RJA
37
Raymond James & Associates
Florida
$3.06M +$29.4K +996 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.01M -$5.48K -186 -0.2%
WA
39
Win Advisors
Florida
$2.84M +$2.84M +96,195 New
MML Investors Services
40
MML Investors Services
Massachusetts
$2.74M -$12.8K -434 -0.5%
HCA
41
Heck Capital Advisors
Wisconsin
$2.69M +$1.02M +34,558 +61%
Stifel Financial
42
Stifel Financial
Missouri
$2.35M +$5.01K +170 +0.2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.35M +$139K +4,703 +6%
UBS Group
44
UBS Group
Switzerland
$2.33M +$318K +10,800 +16%
SIA
45
Soltis Investment Advisors
Utah
$2.32M – – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$2.18M -$176K -5,970 -7%
Citadel Advisors
47
Citadel Advisors
Florida
$2.16M +$1.49M +50,520 +223%
AMG
48
Asset Management Group
Connecticut
$2.13M +$11.8K +401 +0.6%
FAM
49
Forte Asset Management
New York
$2.06M -$100K -3,407 -5%
MGWM
50
Marks Group Wealth Management
Minnesota
$2.01M – – –
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