FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

193 hedge funds and large institutions have $480M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
72
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.59M
2
CI
2
CX Institutional
Indiana
$2.52M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.98M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$2.54M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.36M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$174M
2
AI
2
Atria Investments
North Carolina
$1.49M
3
BFS
3
Bard Financial Services
Connecticut
$1.05M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.26M
5
LSIA
5
LaSalle St. Investment Advisors
Illinois
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
TSS
76
Two Sigma Securities
New York
$943K 37,846 +37,846 New
SMC
77
Smith, Moore & Co
Missouri
$922K 37,019 – –
FNC
78
First National Corp
Massachusetts
$914K 36,681 +3,402 +10%
CWM
79
Congress Wealth Management
Massachusetts
$881K 35,367 -579 -2%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$879K 28,616 +28,616 New
NFP
81
NorthLanding Financial Partners
New York
$798K 32,050 +777 +2%
CWM
82
Cedar Wealth Management
California
$773K 31,047 +2,758 +10%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$767K 30,807 -19,836 -39%
DFG
84
Demars Financial Group
Washington
$735K 29,520 -609 -2%
HAS
85
HBW Advisory Services
California
$679K 27,242 +1,318 +5%
KAS
86
Kestra Advisory Services
Texas
$667K 26,796 +7,316 +38%
TCM
87
Tufton Capital Management
Maryland
$619K 24,833 -110 -0.4%
CW
88
Connectus Wealth
Ohio
$615K 24,661 +24,661 New
HAG
89
HF Advisory Group
Maryland
$597K 23,979 +2,315 +11%
Wells Fargo
90
Wells Fargo
California
$579K 23,235 -26,084 -53%
CAL
91
Capital Analysts LLC
Pennsylvania
$572K 22,947 +6,353 +38%
AWS
92
Atria Wealth Solutions
New York
$535K 21,459 +1,426 +7%
CTA
93
Colonial Trust Advisors
South Carolina
$523K 20,996 +77 +0.4%
PFA
94
Pathway Financial Advisers
Indiana
$517K 20,752 +85 +0.4%
AAS
95
Ameritas Advisory Services
Nebraska
$467K 18,793 -1,807 -9%
BWM
96
BCS Wealth Management
Tennessee
$459K 18,418 +3,024 +20%
GCP
97
GSA Capital Partners
United Kingdom
$457K 18,340 +18,340 New
RCAG
98
Rehmann Capital Advisory Group
Michigan
$445K 17,874 +492 +3%
HCA
99
Harbour Capital Advisors
Virginia
$421K 16,973 +16,973 New
BWM
100
Birchcreek Wealth Management
Ohio
$421K 16,897 +3,037 +22%
2 3
4
5 6