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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

196 hedge funds and large institutions have $385M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
196
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
70
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$4.65M
2
Lido Advisors
2
Lido Advisors
California
$20.7M
3
AWM
3
AE Wealth Management
Kansas
$7.55M
4
MCM
4
MAI Capital Management
Ohio
$10.4M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$16.7M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$80.2M
2
AWC
2
Adamsbrown Wealth Consultants
Kansas
$512K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.93M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
76
Lincoln National Corp
Pennsylvania
$776K 30,914 -19,962 -39%
Bank of America
77
Bank of America
North Carolina
$762K 30,376 -9,952 -25%
HAS
78
HBW Advisory Services
California
$757K 30,183 +2,941 +11%
DFG
79
Demars Financial Group
Washington
$722K 28,792 -728 -2%
STB
80
S&T Bank
Pennsylvania
$713K 28,410 +28,410 New
BFS
81
Bard Financial Services
Connecticut
$664K 26,463 -15,709 -37%
HAG
82
HF Advisory Group
Maryland
$655K 26,111 +2,132 +9%
EWA
83
EP Wealth Advisors
California
$643K 5,078 +3,305 +186%
TCM
84
Tufton Capital Management
Maryland
$620K 24,694 -139 -0.6%
CAL
85
Capital Analysts LLC
Pennsylvania
$603K 24,026 +1,079 +5%
BWM
86
Birchcreek Wealth Management
Ohio
$575K 22,905 +6,008 +36%
FM
87
Foster & Motley
Ohio
$555K 22,104 +6,341 +40%
Wells Fargo
88
Wells Fargo
California
$553K 22,024 -1,211 -5%
AWS
89
Atria Wealth Solutions
New York
$542K 21,590 +131 +0.6%
CTA
90
Colonial Trust Advisors
South Carolina
$528K 21,049 +53 +0.3%
AWC
91
Adamsbrown Wealth Consultants
Kansas
$512K 20,391 -176,315 -90%
JWCA
92
J.W. Cole Advisors
Florida
$512K 20,390 -30,158 -60%
NFP
93
NorthLanding Financial Partners
New York
$502K 20,023 -12,027 -38%
SS
94
Sunbelt Securities
Texas
$494K 19,702 +7,004 +55%
KAS
95
Kestra Advisory Services
Texas
$474K 18,878 -7,918 -30%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$460K 18,326 +452 +3%
KP
97
Keel Point
Alabama
$452K 18,012 +9,955 +124%
SSWM
98
Smith Salley Wealth Management
North Carolina
$447K 17,799 +1,181 +7%
IAG
99
Investmark Advisory Group
Connecticut
$443K 17,647 +2,138 +14%
CWM
100
Curi Wealth Management
North Carolina
$442K 17,617 -76,199 -81%
2 3
4
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