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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

205 hedge funds and large institutions have $432M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
205
Holders Change
+6
Holders Change %
+3.02%
% of All Funds
2.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$2.86M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$2.77M
3
SC
3
Soundwatch Capital
Connecticut
$2.24M
4
Lido Advisors
4
Lido Advisors
California
$33M
5
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$1.23M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.4M
2
DFG
2
Demars Financial Group
Washington
$269K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.15M
4
ASN
4
Advisory Services Network
Georgia
$575K
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
76
J.W. Cole Advisors
Florida
$1.05M 38,682 +6,834 +21%
SMC
77
Smith, Moore & Co
Missouri
$995K 36,797 – –
PAS
78
PKS Advisory Services
New York
$938K 34,687 -117 -0.3%
Citadel Advisors
79
Citadel Advisors
Florida
$895K 33,087 +20,683 +167%
RK
80
Rather & Kittrell
Tennessee
$873K 32,300 -254 -0.8%
FPCP
81
Fort Point Capital Partners
California
$852K 31,505 -54,618 -63%
IIC
82
Integrated Investment Consultants
Michigan
$838K 31,000 – –
TRCT
83
Tower Research Capital (TRC)
New York
$806K 29,797 +29,797 New
BWG
84
Balanced Wealth Group
Ohio
$718K 26,533 +171 +0.6%
Wells Fargo
85
Wells Fargo
California
$698K 25,818 +8,992 +53%
IA
86
IFP Advisors
Florida
$694K 25,665 +131 +0.5%
ECA
87
Elevated Capital Advisors
Utah
$639K 23,249 – –
MWM
88
Modern Wealth Management
Kansas
$638K 23,578 +1,973 +9%
ASN
89
Advisory Services Network
Georgia
$575K 21,253 -133,536 -86%
IAG
90
Investmark Advisory Group
Connecticut
$517K 19,127 -165 -0.9%
FWM
91
Fingerlakes Wealth Management
New York
$459K 16,972 +1,771 +12%
Citigroup
92
Citigroup
New York
$459K 16,969 -572 -3%
SSWM
93
Smith Salley Wealth Management
North Carolina
$450K 16,633 +65 +0.4%
SFG
94
Snider Financial Group
Washington
$447K 16,519 +432 +3%
Jane Street
95
Jane Street
New York
$429K 15,874 +15,874 New
Northern Trust
96
Northern Trust
Illinois
$425K 15,703 -6,805 -30%
CAM
97
Clarity Asset Management
Iowa
$424K 15,695 -271 -2%
GRP
98
Global Retirement Partners
California
$418K 15,464 +15,464 New
RSF
99
Rik Saylor Financial
Ohio
$416K 15,389 -501 -3%
EWA
100
EP Wealth Advisors
California
$407K 15,066 -487 -3%
2 3
4
5 6