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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 19 closing their positions.

Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
78
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$34.2M
2
RWP
2
RWA Wealth Partners
Massachusetts
$3.24M
3
AWM
3
AE Wealth Management
Kansas
$21.5M
4
WA
4
Win Advisors
Florida
$2.84M
5
AM
5
AGF Management
Ontario, Canada
$3.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$39.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DAS
3
Diversify Advisory Services
Utah
$1.23M
4
CAG
4
Crestwood Advisors Group
Massachusetts
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EBA
51
Eagle Bay Advisors
New York
$1.97M 66,673 -9,990 -13%
AI
52
Atria Investments
North Carolina
$1.96M 66,590 -3,693 -5%
NL
53
NWAM LLC
Washington
$1.93M 65,620 +65,620 New
LPAM
54
Lodestar Private Asset Management
California
$1.93M 65,512 +2,579 +4%
S
55
Sachetta
Massachusetts
$1.81M 61,328 +3,241 +6%
PHAM
56
Palisades Hudson Asset Management
Florida
$1.75M 59,322 +2,371 +4%
OPS
57
Orion Portfolio Solutions
Nebraska
$1.71M 57,875 -3,567 -6%
BCI
58
Brinker Capital Investments
Pennsylvania
$1.71M 57,875 -3,567 -6%
CWM
59
Congress Wealth Management
Massachusetts
$1.67M 56,666 +10,186 +22%
FSC
60
Full Sail Capital
Oklahoma
$1.59M 53,935 -190 -0.4%
TIM
61
Tortoise Investment Management
New York
$1.58M 53,694 +495 +0.9%
FNC
62
First National Corp
Massachusetts
$1.56M 52,934 +869 +2%
Mariner
63
Mariner
Kansas
$1.47M 49,752 -581 -1%
BFA
64
Beaumont Financial Advisors
Massachusetts
$1.4M 47,332 +255 +0.5%
Kovitz Investment Group Partners
65
Kovitz Investment Group Partners
Illinois
$1.36M 45,887 +45,887 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$1.35M 45,904 -4,341 -9%
LPP
67
Life Planning Partners
Florida
$1.26M 42,825 +221 +0.5%
DAS
68
Diversify Advisory Services
Utah
$1.23M 42,321 -27,027 -39%
SPC
69
Sigma Planning Corp
Michigan
$1.19M 40,240 -1,865 -4%
KAS
70
Kestra Advisory Services
Texas
$1.17M 39,820 +595 +2%
HAG
71
HF Advisory Group
Maryland
$1.12M 38,117 +437 +1%
GJIA
72
Glass Jacobson Investment Advisors
Maryland
$1.12M 37,895 +98 +0.3%
SMC
73
Smith, Moore & Co
Missouri
$1.1M 37,238 +101 +0.3%
RK
74
Rather & Kittrell
Tennessee
$1.03M 34,860 -1,291 -4%
SS
75
Sunbelt Securities
Texas
$1.02M 34,447 +17,175 +99%
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