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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$2.84M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$2.77M
3
SC
Soundwatch Capital
Connecticut
+$2.24M
4
Lido Advisors
Lido Advisors
California
+$1.84M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.36M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.6M
2
DFG
Demars Financial Group
Washington
-$8.62M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.05M
4
ASN
Advisory Services Network
Georgia
-$3.61M
5
QC
Quadrature Capital
United Kingdom
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
51
First National Corp
Massachusetts
$1.67M -$12.2K -453 -0.7%
MGWM
52
Marks Group Wealth Management
Minnesota
$1.66M – – –
PHAM
53
Palisades Hudson Asset Management
Florida
$1.65M +$21K +777 +1%
SIA
54
Soltis Investment Advisors
Utah
$1.56M +$297 +11 +0%
Ameriprise
55
Ameriprise
Minnesota
$1.55M +$203K +7,802 +15%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$1.54M +$388K +14,334 +34%
AWS
57
Atria Wealth Solutions
New York
$1.52M +$177K +6,536 +13%
EBA
58
Eagle Bay Advisors
New York
$1.48M -$56.2K -2,080 -4%
KAS
59
Kestra Advisory Services
Texas
$1.43M +$196K +7,232 +16%
TIM
60
Tortoise Investment Management
New York
$1.39M -$18.9K -700 -1%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.36M +$1.36M +50,346 New
DAS
62
Diversify Advisory Services
Utah
$1.35M +$286K +10,574 +27%
BI
63
Beckerman Institutional
New Jersey
$1.35M +$403K +14,918 +43%
CWMK
64
Caliber Wealth Management (Kansas)
Kansas
$1.3M -$65.5K -2,424 -5%
SWGC
65
Summit Wealth Group (Colorado)
Colorado
$1.23M +$1.23M +45,363 New
FSC
66
Full Sail Capital
Oklahoma
$1.22M -$56.3K -2,081 -4%
BWM
67
Birchcreek Wealth Management
Ohio
$1.2M +$84.3K +3,116 +8%
HAG
68
HF Advisory Group
Maryland
$1.17M -$44.2K -1,633 -4%
Mariner
69
Mariner
Kansas
$1.17M -$25.3K -934 -2%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.15M -$4.05M -149,766 -78%
LPP
71
Life Planning Partners
Florida
$1.14M -$16.2K -598 -1%
Bank of America
72
Bank of America
North Carolina
$1.13M +$369K +13,664 +48%
FFA
73
Farther Finance Advisors
California
$1.12M +$31.8K +1,177 +3%
2WWM
74
21 West Wealth Management
California
$1.08M +$1.08M +39,972 New
AI
75
Atria Investments
North Carolina
$1.08M -$73.3K -2,712 -6%
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