FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
$2.86M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$2.77M
3
SC
Soundwatch Capital
Connecticut
$2.24M
4
Lido Advisors
Lido Advisors
California
$33M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.36M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.4M
2
DFG
Demars Financial Group
Washington
$269K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.15M
4
ASN
Advisory Services Network
Georgia
$575K
5
QC
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Diversify Wealth Management
Utah
$4.07M +$89.7K +3,321 +2%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.93M +$23.1K +853 +0.6%
RA
28
RFG Advisory
Alabama
$3.71M +$35.3K +1,307 +1%
EP
29
Essential Planning
New Hampshire
$3.56M +$59.2K +2,189 +2%
Financial Engines Advisors
30
Financial Engines Advisors
California
$3.3M -$207K -7,647 -6%
BBW
31
Blue Barn Wealth
Utah
$3.27M +$100K +3,705 +3%
OWM
32
Opes Wealth Management
California
$3.26M +$77K +2,846 +2%
ISWM
33
Independent Solutions Wealth Management
New York
$3.12M +$22.8K +844 +0.7%
Raymond James Financial
34
Raymond James Financial
Florida
$3.03M -$75.5K -2,793 -2%
SPIA
35
Steward Partners Investment Advisory
New York
$2.86M +$2.84M +105,102 +13,304%
SWM
36
SigFig Wealth Management
California
$2.84M -$83.9K -3,121 -3%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$2.77M +$2.77M +102,291 New
PFG
38
Prospect Financial Group
Virginia
$2.76M -$10.4K -386 -0.4%
UBS Group
39
UBS Group
Switzerland
$2.66M -$811K -29,999 -23%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.57M +$332K +12,271 +15%
SC
41
Schoolcraft Capital
Colorado
$2.47M -$624K -23,071 -20%
SC
42
Soundwatch Capital
Connecticut
$2.24M +$2.24M +4,850 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.02M +$20.3K +752 +1%
CWM
44
Congress Wealth Management
Massachusetts
$1.96M +$325K +12,033 +20%
LPAM
45
Lodestar Private Asset Management
California
$1.94M +$66.4K +2,455 +4%
S
46
Sachetta
Massachusetts
$1.86M +$919 +34 +0%
NL
47
NWAM LLC
Washington
$1.77M -$89.4K -3,257 -5%
Stifel Financial
48
Stifel Financial
Missouri
$1.75M -$24.4K -903 -1%
AMG
49
Asset Management Group
Connecticut
$1.75M -$15.6K -576 -0.9%
BFA
50
Beaumont Financial Advisors
Massachusetts
$1.71M +$46.4K +1,716 +3%
1
2
3 4 5