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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

196 hedge funds and large institutions have $385M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
196
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
70
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$4.65M
2
Lido Advisors
2
Lido Advisors
California
$20.7M
3
AWM
3
AE Wealth Management
Kansas
$7.55M
4
MCM
4
MAI Capital Management
Ohio
$10.4M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$16.7M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$80.2M
2
AWC
2
Adamsbrown Wealth Consultants
Kansas
$512K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.93M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
51
Forte Asset Management
New York
$1.46M +$26.2K +1,044 +2%
LPAM
52
Lodestar Private Asset Management
California
$1.33M -$99.7K -3,975 -7%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.3M -$25K -995 -2%
Goldman Sachs
54
Goldman Sachs
New York
$1.27M -$1.11M -44,136 -47%
CAN
55
Cetera Advisor Networks
California
$1.22M +$74.6K +2,975 +7%
WSFS
56
Wilmington Savings Fund Society
Delaware
$1.22M -$309K -12,326 -20%
VWM
57
Venturi Wealth Management
Texas
$1.21M -$77.5K -3,088 -6%
NL
58
NWAM LLC
Washington
$1.18M +$76.1K +3,032 +7%
SPC
59
Sigma Planning Corp
Michigan
$1.18M -$2.38M -94,802 -67%
MWM
60
Mission Wealth Management
California
$1.18M -$108K -4,289 -8%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$1.12M -$3.51M -139,862 -76%
AF
62
Apexium Financial
Texas
$1.1M -$369K -14,709 -25%
BCM
63
Brookstone Capital Management
Illinois
$1.09M -$1.81M -71,971 -62%
ASN
64
Advisory Services Network
Georgia
$1.08M +$2.86K +114 +0.3%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.05M +$275K +10,961 +36%
DI
66
DFPG Investments
Utah
$999K +$999K +38,677 New
IIC
67
Integrated Investment Consultants
Michigan
$983K – – –
RK
68
Rather & Kittrell
Tennessee
$963K -$34.4K -1,370 -3%
SMC
69
Smith, Moore & Co
Missouri
$929K – – –
FNC
70
First National Corp
Massachusetts
$919K -$1.43K -57 -0.2%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$872K -$120K -4,765 -12%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$858K +$858K +34,345 New
CWM
73
Cedar Wealth Management
California
$789K +$10.2K +405 +1%
CWM
74
Congress Wealth Management
Massachusetts
$783K -$104K -4,159 -12%
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$776K +$776K +30,932 New
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