FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $881M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 32 closing their positions.

Holders
206
Holders Change
-8
Holders Change %
-3.74%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
82
Reduced
61
Closed
32
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$12.7M
2
BCM
2
Brookstone Capital Management
Illinois
$9.26M
3
VWM
3
Venturi Wealth Management
Texas
$2.23M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$3.3M
5
Jane Street
5
Jane Street
New York
$1.72M

Top Sellers

1
WSFS
1
Wilmington Savings Fund Society
Delaware
$37.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.45M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$521M
5
CWM
5
Capital Wealth Management
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
76
Schoolcraft Capital
Colorado
$861K 31,694 -23,400 -42%
AAS
77
Ameritas Advisory Services
Nebraska
$833K 30,679 -1,323 -4%
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$828K 30,471 +22,295 +273%
ACA
79
Atlas Capital Advisors
Wyoming
$814K 29,968 +15,218 +103%
AF
80
Apexium Financial
Texas
$804K 30,070 +30,070 New
AWS
81
Atria Wealth Solutions
New York
$716K 26,375 +11,135 +73%
WIA
82
World Investment Advisors
California
$705K 24,313 -9,788 -29%
TCM
83
Tufton Capital Management
Maryland
$686K 25,261 -5 -0%
HAS
84
HBW Advisory Services
California
$637K 23,451 +451 +2%
PCA
85
Providence Capital Advisors
North Carolina
$611K 22,501 +7,741 +52%
WPW
86
Waldron Private Wealth
Pennsylvania
$597K 21,997 -22,295 -50%
CWM
87
Cedar Wealth Management
California
$573K 21,081 -517 -2%
CTA
88
Colonial Trust Advisors
South Carolina
$566K 20,831 -3,874 -16%
FNC
89
First National Corp
Massachusetts
$529K 19,487 +1,196 +7%
William Blair & Company
90
William Blair & Company
Illinois
$508K 18,688 +5,044 +37%
BMM
91
Buffington Mohr McNeal
Idaho
$500K 18,404 – –
SSWM
92
Smith Salley Wealth Management
North Carolina
$483K 17,795 -7,358 -29%
VC
93
Vicus Capital
Pennsylvania
$471K 17,336 +17,336 New
SW
94
SVB Wealth
Massachusetts
$451K 16,587 -360 -2%
BAM
95
Baldrige Asset Management
Pennsylvania
$449K 16,521 +98 +0.6%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$441K 16,216 -4,880 -23%
Prudential Financial
97
Prudential Financial
New Jersey
$429K 15,783 +1,929 +14%
AFP
98
Ausdal Financial Partners
Iowa
$427K 15,730 -340 -2%
NA
99
NewEdge Advisors
Louisiana
$418K 15,377 +15,377 New
IPW
100
Intergy Private Wealth
Colorado
$416K 15,334 +15,334 New
2 3
4
5 6