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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

182 hedge funds and large institutions have $1.12B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
75
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$667M
2
BCM
2
Brookstone Capital Management
Illinois
$62.8M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$10.3M
4
FMT
4
First Mercantile Trust
Tennessee
$6.06M
5
KAS
5
Kestra Advisory Services
Texas
$8.71M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
BWM
2
BerganKDV Wealth Management
Minnesota
$246K
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
Creative Planning
4
Creative Planning
Kansas
$11.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CS
51
Comerica Securities
Michigan
$1.44M 47,297 +1,323 +3%
CWM
52
Curi Wealth Management
North Carolina
$1.43M 47,179 +5,465 +13%
RA
53
RFG Advisory
Alabama
$1.4M 46,081 +11,562 +33%
BFPW
54
BOK Financial Private Wealth
Colorado
$1.37M 44,994 -94 -0.2%
CTA
55
Colonial Trust Advisors
South Carolina
$1.29M 42,454 +252 +0.6%
WPW
56
Waldron Private Wealth
Pennsylvania
$1.26M 41,376 +41,376 New
DFG
57
Demars Financial Group
Washington
$1.21M 39,701 -5,927 -13%
OWM
58
Opes Wealth Management
California
$1.18M 38,936 +38,936 New
NL
59
NWAM LLC
Washington
$1.15M 37,747 +8,553 +29%
BBW
60
Blue Barn Wealth
Utah
$1.13M 37,311 +3,725 +11%
SMC
61
Smith, Moore & Co
Missouri
$1.09M 35,847 -1,784 -5%
Goldman Sachs
62
Goldman Sachs
New York
$1.04M 34,325 -7,357 -18%
EBA
63
Eagle Bay Advisors
New York
$1.03M 34,118 +8,129 +31%
MML Investors Services
64
MML Investors Services
Massachusetts
$989K 32,547 +6,142 +23%
AIC
65
Ameritas Investment Company
Nebraska
$972K 31,989 +5,834 +22%
SSWM
66
Smith Salley Wealth Management
North Carolina
$957K 31,477 +4,303 +16%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$955K 31,429 -22,693 -42%
5L
68
55I LLC
Massachusetts
$937K 30,816 -4,217 -12%
IWS
69
Insight Wealth Strategies
California
$881K 28,979 -1,022 -3%
MA
70
Mutual Advisors
Nebraska
$793K 26,084 -1,057 -4%
TCM
71
Tufton Capital Management
Maryland
$791K 26,026 +38 +0.1%
CWM
72
Cedar Wealth Management
California
$768K 25,272 +544 +2%
SFS
73
Sowell Financial Services
Arkansas
$749K 24,654 +3,887 +19%
AA
74
Ancora Advisors
Ohio
$747K 24,579 – –
Bank of America
75
Bank of America
North Carolina
$720K 23,667 +3,218 +16%
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