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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$15.8M
2
CNC
2
Citizens & Northern Corp
Pennsylvania
$19.4M
3
BDF
3
Black Diamond Financial
Maryland
$11M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$2.8M
5
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$10.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$37.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$563K
3
DAS
3
Diversify Advisory Services
Utah
$1.76M
4
NL
4
NWAM LLC
Washington
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
51
Orion Portfolio Solutions
Nebraska
$1.56M 61,442 +4,499 +8%
BCI
52
Brinker Capital Investments
Pennsylvania
$1.56M 61,442 +4,499 +8%
PHAM
53
Palisades Hudson Asset Management
Florida
$1.44M 56,951 +479 +0.8%
HCA
54
Heck Capital Advisors
Wisconsin
$1.43M 56,545 -675 -1%
FSC
55
Full Sail Capital
Oklahoma
$1.37M 54,125 -2,642 -5%
TIM
56
Tortoise Investment Management
New York
$1.35M 53,199 +21,384 +67%
FNC
57
First National Corp
Massachusetts
$1.32M 52,065 -6,033 -10%
AM
58
AGF Management
Ontario, Canada
$1.31M 51,614 +8,006 +18%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$1.28M 50,689 +2,502 +5%
Mariner
60
Mariner
Kansas
$1.28M 50,333 -10,190 -17%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.27M 50,245 -34,335 -41%
BFA
62
Beaumont Financial Advisors
Massachusetts
$1.19M 47,077 +122 +0.3%
CWM
63
Congress Wealth Management
Massachusetts
$1.18M 46,480 +46,480 New
LPP
64
Life Planning Partners
Florida
$1.08M 42,604 +218 +0.5%
SPC
65
Sigma Planning Corp
Michigan
$1.07M 42,105 +1,129 +3%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$958K 37,797 -704 -2%
HAG
67
HF Advisory Group
Maryland
$955K 37,680 +6,599 +21%
BTI
68
Blue Trust Inc
Georgia
$954K 36,559 – –
SMC
69
Smith, Moore & Co
Missouri
$941K 37,137 – –
RK
70
Rather & Kittrell
Tennessee
$916K 36,151 +272 +0.8%
BWM
71
Birchcreek Wealth Management
Ohio
$850K 33,527 -102 -0.3%
KAS
72
Kestra Advisory Services
Texas
$829K 39,225 +12,034 +44%
IIC
73
Integrated Investment Consultants
Michigan
$809K 31,000 – –
VWM
74
VCI Wealth Management
Missouri
$766K 30,226 +30,226 New
Ameriprise
75
Ameriprise
Minnesota
$763K 30,100 +7,615 +34%
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