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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

208 hedge funds and large institutions have $641M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
83
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$227M
2
DFG
2
Demars Financial Group
Washington
$11.7M
3
AWM
3
AE Wealth Management
Kansas
$24.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.3M
5
FPCP
5
Fort Point Capital Partners
California
$2.45M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
GGS
2
Galvin Gaustad & Stein
Arizona
$322K
3
WA
3
Win Advisors
Florida
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
51
NWAM LLC
Washington
$1.76M -$8.59K -318 -0.5%
QC
52
Quadrature Capital
United Kingdom
$1.7M +$1.7M +62,687 New
BFA
53
Beaumont Financial Advisors
Massachusetts
$1.69M +$415K +15,364 +32%
MGWM
54
Marks Group Wealth Management
Minnesota
$1.63M -$212K -7,835 -11%
CWM
55
Congress Wealth Management
Massachusetts
$1.63M +$103K +3,800 +7%
PHAM
56
Palisades Hudson Asset Management
Florida
$1.55M -$52.7K -1,949 -3%
FNC
57
First National Corp
Massachusetts
$1.5M +$70.1K +2,596 +5%
TIM
58
Tortoise Investment Management
New York
$1.42M -$33K -1,220 -2%
EBA
59
Eagle Bay Advisors
New York
$1.41M -$396K -14,655 -22%
FSC
60
Full Sail Capital
Oklahoma
$1.36M -$93K -3,443 -6%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.3M +$61K +2,257 +5%
Citadel Advisors
62
Citadel Advisors
Florida
$1.29M -$687K -25,420 -35%
Mariner
63
Mariner
Kansas
$1.25M -$93.3K -3,454 -7%
LPP
64
Life Planning Partners
Florida
$1.16M +$865 +32 +0.1%
HAG
65
HF Advisory Group
Maryland
$1.11M +$80.1K +2,964 +8%
Ameriprise
66
Ameriprise
Minnesota
$1.09M +$228K +8,429 +26%
AI
67
Atria Investments
North Carolina
$1.09M -$711K -26,320 -40%
KAS
68
Kestra Advisory Services
Texas
$1.03M -$44.8K -1,658 -4%
GJIA
69
Glass Jacobson Investment Advisors
Maryland
$1.02M -$1.11K -41 -0.1%
Bank of America
70
Bank of America
North Carolina
$989K +$141K +5,226 +17%
SMC
71
Smith, Moore & Co
Missouri
$987K -$19.6K -726 -2%
PAS
72
PKS Advisory Services
New York
$984K +$984K +36,412 New
BWM
73
Birchcreek Wealth Management
Ohio
$971K +$49.6K +1,837 +5%
FFA
74
Farther Finance Advisors
California
$919K +$912K +33,746 +12,930%
RK
75
Rather & Kittrell
Tennessee
$900K -$41.9K -1,552 -4%
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3
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