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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

205 hedge funds and large institutions have $432M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
205
Holders Change
+6
Holders Change %
+3.02%
% of All Funds
2.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$2.86M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$2.77M
3
SC
3
Soundwatch Capital
Connecticut
$2.24M
4
Lido Advisors
4
Lido Advisors
California
$33M
5
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$1.23M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.4M
2
DFG
2
Demars Financial Group
Washington
$269K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.15M
4
ASN
4
Advisory Services Network
Georgia
$575K
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNC
51
First National Corp
Massachusetts
$1.67M 61,836 -453 -0.7%
MGWM
52
Marks Group Wealth Management
Minnesota
$1.66M 61,478 – –
PHAM
53
Palisades Hudson Asset Management
Florida
$1.65M 61,141 +777 +1%
SIA
54
Soltis Investment Advisors
Utah
$1.56M 57,609 +11 +0%
Ameriprise
55
Ameriprise
Minnesota
$1.55M 59,639 +7,802 +15%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$1.54M 56,975 +14,334 +34%
AWS
57
Atria Wealth Solutions
New York
$1.52M 55,917 +6,536 +13%
EBA
58
Eagle Bay Advisors
New York
$1.48M 54,633 -2,080 -4%
KAS
59
Kestra Advisory Services
Texas
$1.43M 53,047 +7,232 +16%
TIM
60
Tortoise Investment Management
New York
$1.39M 51,254 -700 -1%
DAS
61
Diversify Advisory Services
Utah
$1.35M 50,011 +10,574 +27%
BI
62
Beckerman Institutional
New Jersey
$1.35M 49,792 +14,918 +43%
CWMK
63
Caliber Wealth Management (Kansas)
Kansas
$1.3M 48,066 -2,424 -5%
SWGC
64
Summit Wealth Group (Colorado)
Colorado
$1.23M 45,363 +45,363 New
FSC
65
Full Sail Capital
Oklahoma
$1.22M 45,111 -2,081 -4%
BWM
66
Birchcreek Wealth Management
Ohio
$1.2M 44,311 +3,116 +8%
HAG
67
HF Advisory Group
Maryland
$1.17M 43,202 -1,633 -4%
Mariner
68
Mariner
Kansas
$1.17M 43,183 -934 -2%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$1.15M 42,412 -149,766 -78%
LPP
70
Life Planning Partners
Florida
$1.14M 42,277 -598 -1%
Bank of America
71
Bank of America
North Carolina
$1.13M 41,932 +13,664 +48%
FFA
72
Farther Finance Advisors
California
$1.12M 41,427 +1,177 +3%
2WWM
73
21 West Wealth Management
California
$1.08M 39,972 +39,972 New
AI
74
Atria Investments
North Carolina
$1.08M 39,891 -2,712 -6%
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$1.05M 38,756 +902 +2%
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