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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

204 hedge funds and large institutions have $375M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 11 closing their positions.

Holders
204
Holders Change
+27
Holders Change %
+15.25%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
67
Reduced
67
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.52M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$2.29M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$2.29M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$10M
5
AWM
5
AE Wealth Management
Kansas
$10.1M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$46.5M
2
RWMH
2
Riverpoint Wealth Management Holdings
Illinois
$9.35M
3
FSC
3
Full Sail Capital
Oklahoma
$1.59M
4
AT
4
American Trust
Kentucky
$0
5
CAG
5
Crestwood Advisors Group
Massachusetts
$877K
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
76
Tortoise Investment Management
New York
$859K 32,231 -16,308 -34%
AM
77
AGF Management
Ontario, Canada
$848K 31,826 +9,429 +42%
IIC
78
Integrated Investment Consultants
Michigan
$826K 31,000 -8,167 -21%
BWM
79
Birchcreek Wealth Management
Ohio
$785K 29,445 +2,606 +10%
HAG
80
HF Advisory Group
Maryland
$763K 28,635 +2,728 +11%
STB
81
S&T Bank
Pennsylvania
$738K 27,698 -615 -2%
RSWM
82
Robertson Stephens Wealth Management
California
$716K 26,877 +26,877 New
BWG
83
Balanced Wealth Group
Ohio
$683K 25,644 +25,644 New
KAS
84
Kestra Advisory Services
Texas
$674K 25,305 +5,476 +28%
FM
85
Foster & Motley
Ohio
$659K 24,730 +3,996 +19%
MWM
86
Mission Wealth Management
California
$657K 24,644 -8,116 -25%
EWA
87
EP Wealth Advisors
California
$651K 24,442 +1,702 +7%
AWS
88
Atria Wealth Solutions
New York
$647K 24,264 +1,317 +6%
BCM
89
Brookstone Capital Management
Illinois
$630K 23,630 -9,124 -28%
TCM
90
Tufton Capital Management
Maryland
$613K 23,019 -1,231 -5%
Jane Street
91
Jane Street
New York
$582K 21,833 +21,833 New
Bank of America
92
Bank of America
North Carolina
$568K 21,317 -5,927 -22%
Ameriprise
93
Ameriprise
Minnesota
$568K 21,304 +2,153 +11%
BWM
94
BCS Wealth Management
Tennessee
$566K 21,254 +2,028 +11%
PFA
95
Pathway Financial Advisers
Indiana
$544K 20,404 +282 +1%
Wells Fargo
96
Wells Fargo
California
$541K 20,284 -4,940 -20%
NFP
97
NorthLanding Financial Partners
New York
$540K 20,272 -247 -1%
KP
98
Keel Point
Alabama
$533K 19,986 +7,473 +60%
CAL
99
Capital Analysts LLC
Pennsylvania
$528K 19,813 -4,176 -17%
JWCA
100
J.W. Cole Advisors
Florida
$497K 18,643 -3,205 -15%
2 3
4
5 6