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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $881M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 32 closing their positions.

Holders
206
Holders Change
-8
Holders Change %
-3.74%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
82
Reduced
61
Closed
32
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$12.7M
2
BCM
2
Brookstone Capital Management
Illinois
$9.26M
3
VWM
3
Venturi Wealth Management
Texas
$2.23M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$3.3M
5
Jane Street
5
Jane Street
New York
$1.72M

Top Sellers

1
WSFS
1
Wilmington Savings Fund Society
Delaware
$37.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.45M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$521M
5
CWM
5
Capital Wealth Management
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BBW
51
Blue Barn Wealth
Utah
$1.57M 57,636 +1,196 +2%
MWM
52
Mission Wealth Management
California
$1.53M 56,455 -4,227 -7%
ISWM
53
Independent Solutions Wealth Management
New York
$1.53M 56,407 +56,407 New
DFG
54
Demars Financial Group
Washington
$1.51M 55,620 +7 +0%
Citadel Advisors
55
Citadel Advisors
Florida
$1.51M 55,625 +55,625 New
OWM
56
Opes Wealth Management
California
$1.5M 55,239 +384 +0.7%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$1.5M 55,162 +6,036 +12%
BFPW
58
BOK Financial Private Wealth
Colorado
$1.47M 54,067 +9,073 +20%
TRCT
59
Tower Research Capital (TRC)
New York
$1.47M 53,955 +52,656 +4,054%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.43M 52,500 +31,982 +156%
Wells Fargo
61
Wells Fargo
California
$1.38M 50,797 +3,927 +8%
LPP
62
Life Planning Partners
Florida
$1.28M 46,920 +10 +0%
NL
63
NWAM LLC
Washington
$1.21M 43,826 +1,925 +5%
RK
64
Rather & Kittrell
Tennessee
$1.19M 43,735 -974 -2%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.18M 43,427 +5,012 +13%
BCI
66
Brinker Capital Investments
Pennsylvania
$1.17M 42,989 +1,188 +3%
EBA
67
Eagle Bay Advisors
New York
$1.16M 42,647 +1,534 +4%
Bank of America
68
Bank of America
North Carolina
$1.06M 38,949 +11,463 +42%
CAN
69
Cetera Advisor Networks
California
$1.05M 38,695 +3,099 +9%
CWM
70
Congress Wealth Management
Massachusetts
$1.04M 38,133 +321 +0.8%
SMC
71
Smith, Moore & Co
Missouri
$971K 35,766 +283 +0.8%
5L
72
55I LLC
Massachusetts
$941K 34,640 -2,045 -6%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$939K 34,535 -23 -0.1%
IIC
74
Integrated Investment Consultants
Michigan
$924K 34,012 – –
CW
75
Connectus Wealth
Ohio
$899K 33,067 -13,198 -29%
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