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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

214 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Real Estate Index ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 27 closing their positions.

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
35
Increased
81
Reduced
63
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.3M
3
AI
3
Atria Investments
North Carolina
$4.3M
4
SIA
4
Soltis Investment Advisors
Utah
$4.59M
5
Lido Advisors
5
Lido Advisors
California
$24M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$633M
2
BCM
2
Brookstone Capital Management
Illinois
$7.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15.6M
4
WA
4
Wealthstar Advisors
Texas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Comerica Securities
Michigan
$1.81M +$257K +7,945 +17%
DFG
52
Demars Financial Group
Washington
$1.8M +$590K +18,216 +49%
SC
53
Schoolcraft Capital
Colorado
$1.78M +$1.78M +55,094 New
OWM
54
Opes Wealth Management
California
$1.78M -$28.1K -868 -2%
RA
55
RFG Advisory
Alabama
$1.75M +$145K +4,478 +9%
CW
56
Connectus Wealth
Ohio
$1.61M +$1.61M +46,265 New
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$1.59M +$15.4K +476 +1%
LPP
58
Life Planning Partners
Florida
$1.52M -$27.8K -858 -2%
Wells Fargo
59
Wells Fargo
California
$1.52M -$201K -6,196 -12%
BFPW
60
BOK Financial Private Wealth
Colorado
$1.46M – – –
RK
61
Rather & Kittrell
Tennessee
$1.45M -$83.1K -2,565 -5%
WPW
62
Waldron Private Wealth
Pennsylvania
$1.43M -$154K -4,772 -10%
AWC
63
Adamsbrown Wealth Consultants
Kansas
$1.37M +$1.37M +42,175 New
NL
64
NWAM LLC
Washington
$1.36M -$33.5K -1,034 -2%
BCI
65
Brinker Capital Investments
Pennsylvania
$1.35M +$12.1K +374 +0.9%
EBA
66
Eagle Bay Advisors
New York
$1.33M +$366K +11,282 +38%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.24M +$138K +4,262 +12%
CWM
68
Congress Wealth Management
Massachusetts
$1.23M -$518K -15,999 -30%
5L
69
55I LLC
Massachusetts
$1.19M +$14.9K +461 +1%
CAN
70
Cetera Advisor Networks
California
$1.15M +$463K +14,288 +67%
SMC
71
Smith, Moore & Co
Missouri
$1.15M – – –
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.12M +$45.8K +1,415 +4%
WIA
73
World Investment Advisors
California
$1.11M -$668K -20,622 -38%
IIC
74
Integrated Investment Consultants
Michigan
$1.1M +$1.1M +34,012 New
AAS
75
Ameritas Advisory Services
Nebraska
$1.04M -$27.3K -841 -3%
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3
4 5