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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

196 hedge funds and large institutions have $778M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 24 closing their positions.

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
33
Increased
72
Reduced
64
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWMH
1
Riverpoint Wealth Management Holdings
Illinois
$17.1M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$5.44M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$5.06M
4
ISWM
4
Independent Solutions Wealth Management
New York
$3.33M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$15.4M

Top Sellers

1
WSFS
1
Wilmington Savings Fund Society
Delaware
$1.95M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$452M
3
HWA
3
Hilltop Wealth Advisors
North Carolina
$376K
4
EP
4
Eudaimonia Partners
Tennessee
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$840K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$1.78M 71,648 +3,252 +5%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$1.76M 70,864 +70,024 +8,336%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.62M 65,439 +7,492 +13%
AF
54
Apexium Financial
Texas
$1.51M 60,905 +7,502 +14%
BBW
55
Blue Barn Wealth
Utah
$1.49M 59,934 -2,009 -3%
HT
56
HighTower Trust
Texas
$1.45M 59,439 +59,439 New
VWM
57
Venturi Wealth Management
Texas
$1.44M 58,108 +58,108 New
LPAM
58
Lodestar Private Asset Management
California
$1.42M 57,078 +57,078 New
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$1.36M 54,924 +379 +0.7%
MWM
60
Mission Wealth Management
California
$1.32M 53,155 -2,564 -5%
LNC
61
Lincoln National Corp
Pennsylvania
$1.29M 52,052 -7,255 -12%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.26M 50,643 +39,122 +340%
Wells Fargo
63
Wells Fargo
California
$1.22M 49,319 -7,005 -12%
ASN
64
Advisory Services Network
Georgia
$1.22M 49,083 -1,318 -3%
CAN
65
Cetera Advisor Networks
California
$1.15M 46,296 +5,921 +15%
NL
66
NWAM LLC
Washington
$1.09M 43,902 -7,604 -15%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.07M 43,188 +7,463 +21%
RK
68
Rather & Kittrell
Tennessee
$1.04M 42,050 -1,449 -3%
MAM
69
Marotta Asset Management
Virginia
$994K 40,054 +40,054 New
IIC
70
Integrated Investment Consultants
Michigan
$985K 39,712 +30,500 +331%
SMC
71
Smith, Moore & Co
Missouri
$918K 37,019 +1,536 +4%
OWM
72
Opes Wealth Management
California
$917K 36,981 -20,477 -36%
CWM
73
Congress Wealth Management
Massachusetts
$892K 35,946 -362 -1%
TRCT
74
Tower Research Capital (TRC)
New York
$868K 35,001 -32,626 -48%
Goldman Sachs
75
Goldman Sachs
New York
$840K 33,874 -68,820 -67%
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