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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

209 hedge funds and large institutions have $1.32B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 15 closing their positions.

Holders
209
Holders Change
+27
Holders Change %
+14.84%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
50
Increased
82
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$794M
2
WA
2
Wealthstar Advisors
Texas
$8.89M
3
Lido Advisors
3
Lido Advisors
California
$23.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.4M
5
MCM
5
MAI Capital Management
Ohio
$10.1M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$48.3M
2
KAS
2
Kestra Advisory Services
Texas
$4.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M
4
HT
4
HAP Trading
New York
$0
5
PFA
5
Pure Financial Advisors
California
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
51
RFG Advisory
Alabama
$1.72M 49,617 +3,536 +8%
WIA
52
World Investment Advisors
California
$1.71M 54,723 +5,452 +11%
WPW
53
Waldron Private Wealth
Pennsylvania
$1.7M 49,064 +7,688 +19%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$1.69M 48,650 +57 +0.1%
CS
55
Comerica Securities
Michigan
$1.66M 47,877 +580 +1%
LPP
56
Life Planning Partners
Florida
$1.66M 47,768 +47,768 New
RK
57
Rather & Kittrell
Tennessee
$1.64M 47,274 +47,274 New
BBW
58
Blue Barn Wealth
Utah
$1.57M 45,088 +7,777 +21%
BFPW
59
BOK Financial Private Wealth
Colorado
$1.56M 44,994 – –
NL
60
NWAM LLC
Washington
$1.49M 42,935 +5,188 +14%
BCI
61
Brinker Capital Investments
Pennsylvania
$1.44M 41,427 +41,427 New
DFG
62
Demars Financial Group
Washington
$1.3M 37,397 -2,304 -6%
5L
63
55I LLC
Massachusetts
$1.26M 36,224 +5,408 +18%
SMC
64
Smith, Moore & Co
Missouri
$1.23M 35,483 -364 -1%
Goldman Sachs
65
Goldman Sachs
New York
$1.22M 35,116 +791 +2%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$1.22M 34,998 +30,481 +675%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.19M 34,153 +1,606 +5%
SSWM
68
Smith Salley Wealth Management
North Carolina
$1.18M 33,923 +2,446 +8%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$1.15M 33,143 +1,714 +5%
AAS
70
Ameritas Advisory Services
Nebraska
$1.14M 32,843 +32,843 New
PAG
71
Private Advisor Group
New Jersey
$1.08M 31,219 -34,429 -52%
CTA
72
Colonial Trust Advisors
South Carolina
$1.07M 30,674 -11,780 -28%
EBA
73
Eagle Bay Advisors
New York
$1.04M 29,831 -4,287 -13%
Bank of America
74
Bank of America
North Carolina
$1.01M 29,035 +5,368 +23%
STB
75
S&T Bank
Pennsylvania
$971K 27,968 +27,968 New
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3
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