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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

180 hedge funds and large institutions have $941M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
31
Increased
67
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$34.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$538M
3
T
3
TrueFG
Texas
$8.92M
4
RWP
4
RWA Wealth Partners
Massachusetts
$5.91M
5
KAS
5
Kestra Advisory Services
Texas
$3.59M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$2.16M
2
AAS
2
Avantax Advisory Services
Texas
$3.5M
3
CNC
3
Citizens & Northern Corp
Pennsylvania
$15.6M
4
BFPW
4
BOK Financial Private Wealth
Colorado
$1.37M
5
FP
5
Financial Perspectives
Minnesota
$75K
Name Market Value Shares Shares
Change 		Shares
Change %
BFPW
51
BOK Financial Private Wealth
Colorado
$1.37M 45,088 -66,254 -60%
Wells Fargo
52
Wells Fargo
California
$1.36M 44,735 +573 +1%
LNC
53
Lincoln National Corp
Pennsylvania
$1.32M 43,497 +4,158 +11%
NAM
54
NorthCoast Asset Management
Connecticut
$1.3M 42,640 +42,640 New
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$1.29M 42,323 +267 +0.6%
CTA
56
Colonial Trust Advisors
South Carolina
$1.28M 42,202 -837 -2%
CWM
57
Curi Wealth Management
North Carolina
$1.27M 41,714 +9,243 +28%
Goldman Sachs
58
Goldman Sachs
New York
$1.27M 41,682 -58,318 -58%
SMC
59
Smith, Moore & Co
Missouri
$1.15M 37,631 -2,146 -5%
RCAG
60
Rehmann Capital Advisory Group
Michigan
$1.09M 35,372 +903 +3%
5L
61
55I LLC
Massachusetts
$1.07M 35,033 +1,326 +4%
RA
62
RFG Advisory
Alabama
$1.05M 34,519 +18,524 +116%
TRCT
63
Tower Research Capital (TRC)
New York
$1.04M 34,234 +34,234 New
BBW
64
Blue Barn Wealth
Utah
$1.02M 33,586 +33,586 New
AIC
65
Ameritas Investment Company
Nebraska
$963K 26,155 +18,847 +258%
PAG
66
Private Advisor Group
New Jersey
$914K 30,056 +20,425 +212%
IWS
67
Insight Wealth Strategies
California
$913K 30,001 +30,001 New
FMT
68
First Mercantile Trust
Tennessee
$909K 28,432 +28,432 New
NL
69
NWAM LLC
Washington
$888K 29,194 +3,324 +13%
STB
70
S&T Bank
Pennsylvania
$879K 28,887 – –
PCA
71
Providence Capital Advisors
North Carolina
$833K 27,382 -474 -2%
SSWM
72
Smith Salley Wealth Management
North Carolina
$827K 27,174 +1,304 +5%
MA
73
Mutual Advisors
Nebraska
$826K 27,141 +3,857 +17%
EBA
74
Eagle Bay Advisors
New York
$821K 25,989 +25,989 New
MML Investors Services
75
MML Investors Services
Massachusetts
$803K 26,405 +2,214 +9%
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