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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

177 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 30 closing their positions.

Holders
177
Holders Change
-19
Holders Change %
-9.69%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
83
Reduced
54
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.49M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.84M
4
DI
4
DFPG Investments
Utah
$2.41M
5
Lido Advisors
5
Lido Advisors
California
$20M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$56.7M
2
LSIA
2
LaSalle St. Investment Advisors
Illinois
$0
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$1.27M +$163K +7,177 +15%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$1.26M +$77.7K +3,415 +7%
LPAM
53
Lodestar Private Asset Management
California
$1.25M +$44.6K +1,959 +4%
LNC
54
Lincoln National Corp
Pennsylvania
$1.23M +$531K +23,346 +76%
NL
55
NWAM LLC
Washington
$1.17M +$95.1K +4,182 +9%
TIM
56
Tortoise Investment Management
New York
$1.1M +$891K +39,181 +419%
SPC
57
Sigma Planning Corp
Michigan
$1.03M -$40.5K -1,780 -4%
ASN
58
Advisory Services Network
Georgia
$936K -$40.8K -1,792 -4%
VWM
59
Venturi Wealth Management
Texas
$921K -$177K -7,776 -16%
Citadel Advisors
60
Citadel Advisors
Florida
$899K -$620K -27,267 -41%
IIC
61
Integrated Investment Consultants
Michigan
$891K – – –
MA
62
Mutual Advisors
Nebraska
$881K -$774K -34,015 -47%
RK
63
Rather & Kittrell
Tennessee
$878K +$5.23K +230 +0.6%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$857K +$77.9K +3,434 +10%
CWM
65
Cedar Wealth Management
California
$845K +$129K +5,691 +18%
SMC
66
Smith, Moore & Co
Missouri
$842K – – –
MWM
67
Mission Wealth Management
California
$745K -$321K -14,117 -30%
GJIA
68
Glass Jacobson Investment Advisors
Maryland
$720K +$16.6K +728 +2%
BCM
69
Brookstone Capital Management
Illinois
$717K -$233K -10,655 -25%
CWM
70
Congress Wealth Management
Massachusetts
$712K +$1.96K +86 +0.3%
FNC
71
First National Corp
Massachusetts
$677K -$156K -6,861 -19%
STB
72
S&T Bank
Pennsylvania
$644K -$2.21K -97 -0.3%
DFG
73
Demars Financial Group
Washington
$633K -$22.2K -974 -3%
Bank of America
74
Bank of America
North Carolina
$620K -$71.3K -3,132 -10%
AF
75
Apexium Financial
Texas
$615K -$379K -16,646 -38%
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