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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

199 hedge funds and large institutions have $461M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
199
Holders Change
-9
Holders Change %
-4.33%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
88
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.4M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.28M
3
AM
3
AGF Management
Ontario, Canada
$8.2M
4
AWM
4
AE Wealth Management
Kansas
$28.2M
5
HCA
5
Heck Capital Advisors
Wisconsin
$5.74M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.55M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$33.4M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$0
4
Lido Advisors
4
Lido Advisors
California
$31.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$341K
Name Market Value Shares Shares
Change 		Shares
Change %
AMG
51
Asset Management Group
Connecticut
$1.79M 65,196 -2,740 -4%
FNC
52
First National Corp
Massachusetts
$1.71M 62,289 +6,759 +12%
MGWM
53
Marks Group Wealth Management
Minnesota
$1.69M 61,478 +989 +2%
BFA
54
Beaumont Financial Advisors
Massachusetts
$1.69M 61,425 -1,271 -2%
PHAM
55
Palisades Hudson Asset Management
Florida
$1.66M 60,364 +2,991 +5%
CWM
56
Congress Wealth Management
Massachusetts
$1.66M 60,355 -111 -0.2%
SIA
57
Soltis Investment Advisors
Utah
$1.58M 57,598 -21,273 -27%
EBA
58
Eagle Bay Advisors
New York
$1.56M 56,713 +4,695 +9%
TIM
59
Tortoise Investment Management
New York
$1.43M 51,954 -520 -1%
Ameriprise
60
Ameriprise
Minnesota
$1.42M 51,837 +11,369 +28%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.42M 51,664 +51,664 New
CWMK
62
Caliber Wealth Management (Kansas)
Kansas
$1.39M 50,490 +50,490 New
AWS
63
Atria Wealth Solutions
New York
$1.36M 49,381 +22,026 +81%
FSC
64
Full Sail Capital
Oklahoma
$1.3M 47,192 -3,300 -7%
KAS
65
Kestra Advisory Services
Texas
$1.26M 45,815 +7,653 +20%
HAG
66
HF Advisory Group
Maryland
$1.23M 44,835 +3,754 +9%
Mariner
67
Mariner
Kansas
$1.21M 44,117 -2,181 -5%
LPP
68
Life Planning Partners
Florida
$1.18M 42,875 +18 +0%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$1.17M 42,641 -5,520 -11%
AI
70
Atria Investments
North Carolina
$1.17M 42,603 +2,333 +6%
BWM
71
Birchcreek Wealth Management
Ohio
$1.13M 41,195 +5,253 +15%
FFA
72
Farther Finance Advisors
California
$1.11M 40,250 +6,243 +18%
DAS
73
Diversify Advisory Services
Utah
$1.05M 39,437 +9,462 +32%
PAS
74
Park Avenue Securities
New York
$1.04M 37,686 +37,686 New
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$1.02M 37,854 – –
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