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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

196 hedge funds and large institutions have $778M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
33
Increased
72
Reduced
64
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWMH
1
Riverpoint Wealth Management Holdings
Illinois
$17.1M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$5.44M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$5.06M
4
ISWM
4
Independent Solutions Wealth Management
New York
$3.33M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$15.4M

Top Sellers

1
WSFS
1
Wilmington Savings Fund Society
Delaware
$1.95M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$452M
3
HWA
3
Hilltop Wealth Advisors
North Carolina
$376K
4
EP
4
Eudaimonia Partners
Tennessee
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
76
First National Corp
Massachusetts
$826K +$327K +13,199 +66%
Jane Street
77
Jane Street
New York
$818K -$388K -15,649 -32%
Bank of America
78
Bank of America
North Carolina
$808K -$26.4K -1,064 -3%
NFP
79
NorthLanding Financial Partners
New York
$776K -$15.2K -612 -2%
DAS
80
Dynamic Advisor Solutions
Arizona
$749K +$749K +30,202 New
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$749K +$749K +30,197 New
DFG
82
Demars Financial Group
Washington
$747K -$648K -26,136 -46%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$707K +$268K +10,800 +61%
CWM
84
Cedar Wealth Management
California
$702K +$113K +4,561 +19%
HAS
85
HBW Advisory Services
California
$643K +$58.4K +2,356 +10%
TCM
86
Tufton Capital Management
Maryland
$619K -$1.12K -45 -0.2%
HAG
87
HF Advisory Group
Maryland
$537K +$537K +21,664 New
WPW
88
Waldron Private Wealth
Pennsylvania
$526K – – –
CTA
89
Colonial Trust Advisors
South Carolina
$519K +$695 +28 +0.1%
PFA
90
Pathway Financial Advisers
Indiana
$513K +$513K +20,667 New
AAS
91
Ameritas Advisory Services
Nebraska
$511K -$248K -10,001 -33%
AWS
92
Atria Wealth Solutions
New York
$497K -$259K -10,429 -34%
KAS
93
Kestra Advisory Services
Texas
$483K -$983K -39,622 -67%
GRP
94
Global Retirement Partners
California
$482K -$3.8K -153 -0.8%
PCA
95
Providence Capital Advisors
North Carolina
$463K +$58.7K +2,365 +15%
BMM
96
Buffington Mohr McNeal
Idaho
$457K – – –
RCAG
97
Rehmann Capital Advisory Group
Michigan
$431K -$33K -1,330 -7%
SSWM
98
Smith Salley Wealth Management
North Carolina
$429K -$23.4K -943 -5%
CAL
99
Capital Analysts LLC
Pennsylvania
$412K +$412K +16,594 New
HF
100
HRT Financial
New York
$408K +$408K +16,483 New
2 3
4
5 6