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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

157 hedge funds and large institutions have $772M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
61
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$463M
2
WSFS
2
Wilmington Savings Fund Society
Delaware
$50.4M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$7.62M
4
AAS
4
Avantax Advisory Services
Texas
$5.44M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$29.5M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$4.52M
2
BCM
2
Beaumont Capital Management
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.96M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.92M
5
PCS
5
Personal CFO Solutions
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$541K +$110K +3,996 +25%
BWM
77
Birchcreek Wealth Management
Ohio
$535K +$158K +5,762 +42%
BMM
78
Buffington Mohr McNeal
Idaho
$516K -$2.88K -105 -0.6%
TPWA
79
TRUE Private Wealth Advisors
Oregon
$498K -$63.7K -2,318 -11%
MAFM
80
Mid Atlantic Financial Management
Pennsylvania
$443K -$11.8K -430 -3%
RA
81
RFG Advisory
Alabama
$440K +$91K +3,308 +26%
BCA
82
Bray Capital Advisors
Florida
$423K +$108K +3,930 +34%
FNC
83
First National Corp
Massachusetts
$418K +$36.8K +1,341 +10%
CFA
84
Cahill Financial Advisors
Minnesota
$402K -$92.6K -3,369 -19%
HCMT
85
Highland Capital Management (Tennessee)
Tennessee
$396K – – –
TIM
86
Tortoise Investment Management
New York
$353K +$45.4K +1,650 +15%
ACA
87
Atlas Capital Advisors
Wyoming
$347K +$130K +4,744 +60%
BAM
88
Baldrige Asset Management
Pennsylvania
$309K +$30.7K +1,116 +11%
AWM
89
Accel Wealth Management
Iowa
$289K +$247 +9 +0.1%
PCH
90
PGIM Custom Harvest
New Jersey
$277K -$7.67K -279 -3%
PAG
91
Private Advisor Group
New Jersey
$265K -$671K -24,372 -72%
OIA
92
OneDigital Investment Advisors
Kansas
$240K – – –
FA
93
FMA Advisory
Pennsylvania
$205K +$205K +7,458 New
MWM
94
Merriman Wealth Management
Washington
$204K +$204K +7,418 New
AIC
95
Ameritas Investment Company
Nebraska
$201K -$544K -19,790 -73%
GRP
96
Global Retirement Partners
California
$180K +$357 +13 +0.2%
AWA
97
Arkadios Wealth Advisors
Georgia
$169K -$4.46K -163 -3%
AF
98
Advisornet Financial
Minnesota
$148K -$30.3K -1,098 -17%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$120K +$36.5K +1,331 +44%
CFGS
100
Concourse Financial Group Securities
Alabama
$116K -$551 -20 -0.5%
2 3
4
5 6