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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

193 hedge funds and large institutions have $480M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
72
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.59M
2
CI
2
CX Institutional
Indiana
$2.52M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.98M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$2.54M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.36M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$174M
2
AI
2
Atria Investments
North Carolina
$1.49M
3
BFS
3
Bard Financial Services
Connecticut
$1.05M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.26M
5
LSIA
5
LaSalle St. Investment Advisors
Illinois
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$1.66M 66,785 -8,050 -11%
BBW
52
Blue Barn Wealth
Utah
$1.6M 64,359 +4,425 +7%
OWM
53
Opes Wealth Management
California
$1.57M 62,925 +25,944 +70%
WSFS
54
Wilmington Savings Fund Society
Delaware
$1.51M 60,797 -17,762 -23%
AI
55
Atria Investments
North Carolina
$1.49M 59,991 -155,935 -72%
AF
56
Apexium Financial
Texas
$1.45M 58,403 -2,502 -4%
HT
57
HighTower Trust
Texas
$1.45M 59,723 +284 +0.5%
FAM
58
Forte Asset Management
New York
$1.42M 57,176 -18,679 -25%
LPAM
59
Lodestar Private Asset Management
California
$1.42M 56,920 -158 -0.3%
GCWM
60
Graham Capital Wealth Management
District of Columbia
$1.38M 5,521 +5,521 New
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.31M 52,781 -18,083 -26%
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$1.29M 51,895 -3,029 -6%
VWM
63
Venturi Wealth Management
Texas
$1.28M 51,347 -6,761 -12%
MWM
64
Mission Wealth Management
California
$1.27M 51,166 -1,989 -4%
LNC
65
Lincoln National Corp
Pennsylvania
$1.27M 50,876 -1,176 -2%
JWCA
66
J.W. Cole Advisors
Florida
$1.26M 50,548 -52,521 -51%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.23M 49,193 -16,246 -25%
CAN
68
Cetera Advisor Networks
California
$1.14M 45,622 -674 -1%
NL
69
NWAM LLC
Washington
$1.1M 44,177 +275 +0.6%
ASN
70
Advisory Services Network
Georgia
$1.07M 42,800 -6,283 -13%
BFS
71
Bard Financial Services
Connecticut
$1.05M 42,172 -57,166 -58%
Bank of America
72
Bank of America
North Carolina
$1M 40,328 +7,771 +24%
RK
73
Rather & Kittrell
Tennessee
$990K 39,734 -2,316 -6%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$985K 39,529 +39,529 New
IIC
75
Integrated Investment Consultants
Michigan
$976K 39,167 -545 -1%
1 2
3
4 5