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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

180 hedge funds and large institutions have $941M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
31
Increased
67
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$34.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$538M
3
T
3
TrueFG
Texas
$8.92M
4
RWP
4
RWA Wealth Partners
Massachusetts
$5.91M
5
KAS
5
Kestra Advisory Services
Texas
$3.59M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$2.16M
2
AAS
2
Avantax Advisory Services
Texas
$3.5M
3
CNC
3
Citizens & Northern Corp
Pennsylvania
$15.6M
4
BFPW
4
BOK Financial Private Wealth
Colorado
$1.37M
5
FP
5
Financial Perspectives
Minnesota
$75K
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
76
Tufton Capital Management
Maryland
$790K 25,988 -32 -0.1%
CWM
77
Cedar Wealth Management
California
$752K 24,728 -239 -1%
AA
78
Ancora Advisors
Ohio
$748K 24,579 -110 -0.4%
HCA
79
Heck Capital Advisors
Wisconsin
$720K 23,672 -511 -2%
Renaissance Technologies
80
Renaissance Technologies
New York
$663K 21,800 +21,800 New
BWM
81
Birchcreek Wealth Management
Ohio
$652K 21,413 +1,944 +10%
WFAG
82
Wescott Financial Advisory Group
Pennsylvania
$635K 20,033 -7,970 -28%
SFS
83
Sowell Financial Services
Arkansas
$632K 20,767 -13,092 -39%
AIP
84
Almanack Investment Partners
Pennsylvania
$627K 20,602 +19 +0.1%
Bank of America
85
Bank of America
North Carolina
$622K 20,449 -1,199 -6%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$610K 20,044 +346 +2%
IA
87
IFS Advisors
Kansas
$603K 19,848 -1,024 -5%
BMM
88
Buffington Mohr McNeal
Idaho
$572K 18,784 – –
SW
89
SVB Wealth
Massachusetts
$555K 18,242 -1,585 -8%
BCA
90
Bray Capital Advisors
Florida
$518K 17,030 +1,625 +11%
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$504K 16,552 +442 +3%
IIC
92
Integrated Investment Consultants
Michigan
$495K 16,259 +16,259 New
ACA
93
Atlas Capital Advisors
Wyoming
$456K 14,983 +2,347 +19%
CFA
94
Cahill Financial Advisors
Minnesota
$448K 14,712 +91 +0.6%
PP
95
Professional Planning
California
$434K 14,291 +14,291 New
CCM
96
Cribstone Capital Management
Maine
$426K 13,994 -11,170 -44%
BAM
97
Baldrige Asset Management
Pennsylvania
$424K 13,928 +2,691 +24%
TIM
98
Tortoise Investment Management
New York
$380K 12,473 -365 -3%
CFGS
99
Concourse Financial Group Securities
Alabama
$363K 11,945 +7,731 +183%
TPWA
100
TRUE Private Wealth Advisors
Oregon
$360K 11,843 -6,269 -35%
2 3
4
5 6