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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

199 hedge funds and large institutions have $461M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-9
Holders Change %
-4.33%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
88
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$5.28M
3
AM
AGF Management
Ontario, Canada
$8.2M
4
AWM
AE Wealth Management
Kansas
$28.2M
5
HCA
Heck Capital Advisors
Wisconsin
$5.74M

Top Sellers

1
EP
Essential Planning
New Hampshire
$3.55M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$33.4M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$0
4
Lido Advisors
Lido Advisors
California
$31.7M
5
Citadel Advisors
Citadel Advisors
Florida
$341K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$4.34M +$546K +19,887 +14%
ASN
27
Advisory Services Network
Georgia
$4.25M +$178K +6,488 +4%
MAM
28
Marotta Asset Management
Virginia
$4.17M -$59.8K -2,029 -1%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.97M +$134K +4,880 +3%
DWM
30
Diversify Wealth Management
Utah
$3.93M +$358K +13,415 +10%
RA
31
RFG Advisory
Alabama
$3.73M +$193K +7,022 +5%
Financial Engines Advisors
32
Financial Engines Advisors
California
$3.57M -$302K -11,005 -8%
EP
33
Essential Planning
New Hampshire
$3.55M -$215M -7,810,496 -98%
UBS Group
34
UBS Group
Switzerland
$3.52M +$817K +29,747 +30%
OWM
35
Opes Wealth Management
California
$3.24M +$351K +12,784 +12%
BBW
36
Blue Barn Wealth
Utah
$3.22M +$177K +6,453 +6%
Raymond James Financial
37
Raymond James Financial
Florida
$3.15M -$16.7K -609 -0.5%
ISWM
38
Independent Solutions Wealth Management
New York
$3.15M +$44.7K +1,626 +1%
SC
39
Schoolcraft Capital
Colorado
$3.15M -$172K -6,247 -5%
SWM
40
SigFig Wealth Management
California
$2.96M +$25.5K +936 +0.9%
PFG
41
Prospect Financial Group
Virginia
$2.82M +$102K +3,722 +4%
QC
42
Quadrature Capital
United Kingdom
$2.7M +$981K +35,736 +57%
FPCP
43
Fort Point Capital Partners
California
$2.37M -$124K -4,519 -5%
FAM
44
Forte Asset Management
New York
$2.35M +$260K +9,480 +12%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2.28M -$245K -8,902 -10%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.03M -$871K -31,711 -30%
LPAM
47
Lodestar Private Asset Management
California
$1.9M +$81K +2,950 +4%
S
48
Sachetta
Massachusetts
$1.89M +$85.8K +3,125 +5%
NL
49
NWAM LLC
Washington
$1.86M +$63.6K +2,315 +4%
Stifel Financial
50
Stifel Financial
Missouri
$1.81M -$358K -13,021 -17%
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