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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$25.8M
2
AWM
2
AE Wealth Management
Kansas
$12.6M
3
ASN
3
Advisory Services Network
Georgia
$3.47M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.63M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.57M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$42.9M
4
BTI
4
Blue Trust Inc
Georgia
$954K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNC
51
First National Corp
Massachusetts
$1.55M 58,098 – –
NL
52
NWAM LLC
Washington
$1.55M 62,393 +6,563 +12%
AI
53
Atria Investments
North Carolina
$1.53M 58,749 +2,881 +5%
HCA
54
Heck Capital Advisors
Wisconsin
$1.49M 57,220 -546 -0.9%
OPS
55
Orion Portfolio Solutions
Nebraska
$1.49M 56,943 -29,543 -34%
BCI
56
Brinker Capital Investments
Pennsylvania
$1.49M 56,943 -29,543 -34%
FSC
57
Full Sail Capital
Oklahoma
$1.48M 56,767 -2,911 -5%
PHAM
58
Palisades Hudson Asset Management
Florida
$1.47M 56,472 +4,949 +10%
LNC
59
Lincoln National Corp
Pennsylvania
$1.43M 54,888 +20,874 +61%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$1.26M 48,187 +2,509 +5%
BFA
61
Beaumont Financial Advisors
Massachusetts
$1.23M 46,955 -5,952 -11%
S
62
Sachetta
Massachusetts
$1.2M 44,987 – –
AM
63
AGF Management
Ontario, Canada
$1.14M 43,608 +11,782 +37%
LPP
64
Life Planning Partners
Florida
$1.11M 42,386 +2,875 +7%
SPC
65
Sigma Planning Corp
Michigan
$1.07M 40,976 +22,874 +126%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$1M 38,501 +1,789 +5%
SMC
67
Smith, Moore & Co
Missouri
$969K 37,137 +118 +0.3%
BTI
68
Blue Trust Inc
Georgia
$954K 36,559 -79,706 -69%
RK
69
Rather & Kittrell
Tennessee
$936K 35,879 -1,310 -4%
BWM
70
Birchcreek Wealth Management
Ohio
$877K 33,629 +4,184 +14%
CWM
71
Cedar Wealth Management
California
$869K 33,322 -825 -2%
MA
72
Mutual Advisors
Nebraska
$841K 32,230 -489 -1%
TIM
73
Tortoise Investment Management
New York
$830K 31,815 -416 -1%
HAG
74
HF Advisory Group
Maryland
$811K 31,081 +2,446 +9%
RSWM
75
Robertson Stephens Wealth Management
California
$810K 31,048 +4,171 +16%
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