FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

191 hedge funds and large institutions have $776M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 30 closing their positions.

Holders
191
Holders Change
-15
Holders Change %
-7.28%
% of All Funds
3.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
17
Increased
83
Reduced
57
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$5.71M
2
HWA
2
Hilltop Wealth Advisors
North Carolina
$3.75M
3
EP
3
Essential Planning
New Hampshire
$2.24M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$4.19M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.46M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.87M
2
VWM
2
Venturi Wealth Management
Texas
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.41M
4
BTI
4
Blue Trust Inc
Georgia
$9.08M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$729K 30,462 +4,087 +15%
TCM
77
Tufton Capital Management
Maryland
$597K 24,988 -273 -1%
CWM
78
Cedar Wealth Management
California
$568K 23,728 +2,647 +13%
HAS
79
HBW Advisory Services
California
$564K 23,568 +117 +0.5%
WPW
80
Waldron Private Wealth
Pennsylvania
$526K 21,997 – –
CTA
81
Colonial Trust Advisors
South Carolina
$500K 20,891 +60 +0.3%
GRP
82
Global Retirement Partners
California
$484K 19,562 +7,450 +62%
FNC
83
First National Corp
Massachusetts
$480K 20,080 +593 +3%
CW
84
Connectus Wealth
Ohio
$475K 19,834 -13,233 -40%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$448K 18,712 +18,712 New
ACA
86
Atlas Capital Advisors
Wyoming
$443K 18,501 -11,467 -38%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$441K 18,425 +2,209 +14%
BMM
88
Buffington Mohr McNeal
Idaho
$440K 18,404 – –
SSWM
89
Smith Salley Wealth Management
North Carolina
$437K 18,253 +458 +3%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$424K 17,709 +2,674 +18%
Prudential Financial
91
Prudential Financial
New Jersey
$408K 17,276 +1,493 +9%
RF
92
Resolute Financial
Massachusetts
$404K 16,871 +2,439 +17%
BAM
93
Baldrige Asset Management
Pennsylvania
$396K 16,545 +24 +0.1%
PCA
94
Providence Capital Advisors
North Carolina
$389K 16,280 -6,221 -28%
William Blair & Company
95
William Blair & Company
Illinois
$389K 16,248 -2,440 -13%
NA
96
NewEdge Advisors
Louisiana
$365K 15,253 -124 -0.8%
AFP
97
Ausdal Financial Partners
Iowa
$358K 14,964 -766 -5%
VC
98
Vicus Capital
Pennsylvania
$356K 14,883 -2,453 -14%
SW
99
SVB Wealth
Massachusetts
$355K 14,842 -1,745 -11%
MWM
100
Mascoma Wealth Management
New Hampshire
$355K 14,860 +1,750 +13%
2 3
4
5 6