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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

177 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 30 closing their positions.

Holders
177
Holders Change
-19
Holders Change %
-9.69%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
83
Reduced
54
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.49M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.84M
4
DI
4
DFPG Investments
Utah
$2.41M
5
Lido Advisors
5
Lido Advisors
California
$20M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$56.7M
2
LSIA
2
LaSalle St. Investment Advisors
Illinois
$0
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
76
Birchcreek Wealth Management
Ohio
$611K 26,839 +3,934 +17%
HAG
77
HF Advisory Group
Maryland
$589K 25,907 -204 -0.8%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$580K 25,498 +25,498 New
Wells Fargo
79
Wells Fargo
California
$574K 25,224 +3,200 +15%
TCM
80
Tufton Capital Management
Maryland
$552K 24,250 -444 -2%
CAL
81
Capital Analysts LLC
Pennsylvania
$546K 23,989 -37 -0.2%
AWS
82
Atria Wealth Solutions
New York
$522K 22,947 +1,357 +6%
EWA
83
EP Wealth Advisors
California
$517K 22,740 +17,662 +348%
AM
84
AGF Management
Ontario, Canada
$510K 22,397 +5,670 +34%
JWCA
85
J.W. Cole Advisors
Florida
$497K 21,848 +1,458 +7%
SS
86
Sunbelt Securities
Texas
$475K 20,881 +1,179 +6%
FM
87
Foster & Motley
Ohio
$472K 20,734 -1,370 -6%
NFP
88
NorthLanding Financial Partners
New York
$467K 20,519 +496 +2%
CTA
89
Colonial Trust Advisors
South Carolina
$466K 20,503 -546 -3%
PFA
90
Pathway Financial Advisers
Indiana
$458K 20,122 +20,122 New
KAS
91
Kestra Advisory Services
Texas
$451K 19,829 +951 +5%
BWM
92
BCS Wealth Management
Tennessee
$437K 19,226 +19,226 New
Ameriprise
93
Ameriprise
Minnesota
$436K 19,151 +2,381 +14%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$430K 18,907 +581 +3%
WSFS
95
Wilmington Savings Fund Society
Delaware
$422K 18,537 -29,934 -62%
IAG
96
Investmark Advisory Group
Connecticut
$413K 18,138 +491 +3%
SSWM
97
Smith Salley Wealth Management
North Carolina
$384K 16,894 -905 -5%
GWM
98
Grand Wealth Management
Michigan
$368K 16,197 +3,840 +31%
MWM
99
Modera Wealth Management
New Jersey
$368K 16,176 +217 +1%
TC
100
TownSquare Capital
Utah
$360K 15,831 -1,570 -9%
2 3
4
5 6