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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

209 hedge funds and large institutions have $1.32B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 15 closing their positions.

Holders
209
Holders Change
+27
Holders Change %
+14.84%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
50
Increased
82
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$794M
2
WA
2
Wealthstar Advisors
Texas
$8.89M
3
Lido Advisors
3
Lido Advisors
California
$23.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.4M
5
MCM
5
MAI Capital Management
Ohio
$10.1M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$48.3M
2
KAS
2
Kestra Advisory Services
Texas
$4.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M
4
HT
4
HAP Trading
New York
$0
5
PFA
5
Pure Financial Advisors
California
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
IWS
76
Insight Wealth Strategies
California
$912K 26,256 -2,723 -9%
MA
77
Mutual Advisors
Nebraska
$904K 26,027 -57 -0.2%
TCM
78
Tufton Capital Management
Maryland
$883K 25,449 -577 -2%
CWM
79
Cedar Wealth Management
California
$883K 25,434 +162 +0.6%
Renaissance Technologies
80
Renaissance Technologies
New York
$882K 25,400 +7,200 +40%
SFS
81
Sowell Financial Services
Arkansas
$831K 23,944 -710 -3%
AA
82
Ancora Advisors
Ohio
$750K 21,613 -2,966 -12%
GWM
83
Grand Wealth Management
Michigan
$745K 21,444 +21,444 New
CAN
84
Cetera Advisor Networks
California
$740K 21,308 +8,137 +62%
BMM
85
Buffington Mohr McNeal
Idaho
$652K 18,784 – –
IA
86
IFS Advisors
Kansas
$648K 18,674 -634 -3%
AIP
87
Almanack Investment Partners
Pennsylvania
$637K 18,336 – –
SW
88
SVB Wealth
Massachusetts
$617K 17,785 -457 -3%
ACA
89
Atlas Capital Advisors
Wyoming
$613K 17,650 – –
BWM
90
Birchcreek Wealth Management
Ohio
$567K 16,340 -5,358 -25%
BAM
91
Baldrige Asset Management
Pennsylvania
$534K 15,374 +751 +5%
FNC
92
First National Corp
Massachusetts
$524K 15,094 -754 -5%
SS
93
Sunbelt Securities
Texas
$520K 16,638 +16,638 New
PCA
94
Providence Capital Advisors
North Carolina
$502K 14,451 +225 +2%
AFP
95
Ausdal Financial Partners
Iowa
$492K 14,182 +14,182 New
CFA
96
Cahill Financial Advisors
Minnesota
$462K 13,310 -1,496 -10%
CCM
97
Cribstone Capital Management
Maine
$444K 12,779 -26 -0.2%
NA
98
NewEdge Advisors
Louisiana
$439K 12,639 +12,639 New
TIM
99
Tortoise Investment Management
New York
$430K 12,383 – –
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$429K 12,352 +3,937 +47%
2 3
4
5 6