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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

214 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Real Estate Index ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 27 closing their positions.

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
35
Increased
81
Reduced
63
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.3M
3
AI
3
Atria Investments
North Carolina
$4.3M
4
SIA
4
Soltis Investment Advisors
Utah
$4.59M
5
Lido Advisors
5
Lido Advisors
California
$24M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$633M
2
BCM
2
Brookstone Capital Management
Illinois
$7.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15.6M
4
WA
4
Wealthstar Advisors
Texas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$907K -$227K -7,008 -20%
STB
77
S&T Bank
Pennsylvania
$906K -$356 -11 -0%
Bank of America
78
Bank of America
North Carolina
$890K -$50.2K -1,549 -5%
WP
79
WealthSource Partners
California
$857K +$857K +26,463 New
IWS
80
Insight Wealth Strategies
California
$855K +$4.86K +150 +0.6%
TCM
81
Tufton Capital Management
Maryland
$818K -$5.93K -183 -0.7%
SSWM
82
Smith Salley Wealth Management
North Carolina
$815K -$284K -8,770 -26%
CTA
83
Colonial Trust Advisors
South Carolina
$800K -$193K -5,969 -19%
HAS
84
HBW Advisory Services
California
$745K +$745K +23,000 New
Marshall Wace
85
Marshall Wace
United Kingdom
$727K +$727K +22,457 New
AIA
86
Acute Investment Advisory
Arizona
$705K +$492K +15,207 +231%
CWM
87
Cedar Wealth Management
California
$700K -$124K -3,836 -15%
GWM
88
Grand Wealth Management
Michigan
$688K -$6.9K -213 -1%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$683K +$283K +8,744 +71%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$665K +$438K +13,519 +193%
IA
91
IndexIQ Advisors
New York
$656K +$628K +19,367 +2,226%
BMM
92
Buffington Mohr McNeal
Idaho
$596K -$12.3K -380 -2%
FNC
93
First National Corp
Massachusetts
$592K +$103K +3,197 +21%
GT
94
Glenmede Trust
Pennsylvania
$553K +$242K +7,483 +78%
SW
95
SVB Wealth
Massachusetts
$549K -$27.1K -838 -5%
SS
96
Sunbelt Securities
Texas
$539K -$5.56K -170 -1%
LTL
97
Lowery Thomas LLC
California
$535K +$535K +16,512 New
BAM
98
Baldrige Asset Management
Pennsylvania
$532K +$34K +1,049 +7%
AFP
99
Ausdal Financial Partners
Iowa
$520K +$61.1K +1,888 +13%
AWS
100
Atria Wealth Solutions
New York
$494K +$494K +15,240 New
2 3
4
5 6