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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

191 hedge funds and large institutions have $776M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 30 closing their positions.

Holders
191
Holders Change
-15
Holders Change %
-7.28%
% of All Funds
3.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
17
Increased
83
Reduced
57
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$5.71M
2
HWA
2
Hilltop Wealth Advisors
North Carolina
$3.75M
3
EP
3
Essential Planning
New Hampshire
$2.24M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$4.19M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.46M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.87M
2
VWM
2
Venturi Wealth Management
Texas
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.41M
4
BTI
4
Blue Trust Inc
Georgia
$9.08M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$1.42M 59,307 +332 +0.6%
KAS
52
Kestra Advisory Services
Texas
$1.41M 59,102 -75,582 -56%
RA
53
RFG Advisory
Alabama
$1.4M 57,330 -15,152 -21%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.39M 57,947 +14,520 +33%
OWM
55
Opes Wealth Management
California
$1.37M 57,458 +2,219 +4%
AF
56
Apexium Financial
Texas
$1.35M 53,403 +23,333 +78%
Wells Fargo
57
Wells Fargo
California
$1.35M 56,324 +5,527 +11%
DFG
58
Demars Financial Group
Washington
$1.35M 56,265 +645 +1%
MWM
59
Mission Wealth Management
California
$1.33M 55,719 -736 -1%
EBA
60
Eagle Bay Advisors
New York
$1.33M 55,035 +12,388 +29%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$1.31M 54,545 -617 -1%
ISWM
62
Independent Solutions Wealth Management
New York
$1.3M 54,521 -1,886 -3%
NL
63
NWAM LLC
Washington
$1.23M 51,506 +7,680 +18%
ASN
64
Advisory Services Network
Georgia
$1.21M 50,401 -11,644 -19%
Jane Street
65
Jane Street
New York
$1.16M 48,611 -14,652 -23%
LPP
66
Life Planning Partners
Florida
$1.11M 46,302 -618 -1%
SC
67
Schoolcraft Capital
Colorado
$1.1M 45,885 +14,191 +45%
RK
68
Rather & Kittrell
Tennessee
$1.04M 43,499 -236 -0.5%
CAN
69
Cetera Advisor Networks
California
$966K 40,375 +1,680 +4%
CWM
70
Congress Wealth Management
Massachusetts
$868K 36,308 -1,825 -5%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$855K 35,725 +1,190 +3%
SMC
72
Smith, Moore & Co
Missouri
$849K 35,483 -283 -0.8%
Bank of America
73
Bank of America
North Carolina
$805K 33,621 -5,328 -14%
NFP
74
NorthLanding Financial Partners
New York
$763K 31,885 +31,885 New
AAS
75
Ameritas Advisory Services
Nebraska
$732K 30,601 -78 -0.3%
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3
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