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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$25.8M
2
AWM
2
AE Wealth Management
Kansas
$12.6M
3
ASN
3
Advisory Services Network
Georgia
$3.47M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.63M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.57M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$42.9M
4
BTI
4
Blue Trust Inc
Georgia
$954K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
76
Crestwood Advisors Group
Massachusetts
$810K 31,048 -1,843 -6%
IIC
77
Integrated Investment Consultants
Michigan
$809K 31,000 – –
VWM
78
Venturi Wealth Management
Texas
$758K 29,053 -8,042 -22%
Bank of America
79
Bank of America
North Carolina
$752K 28,806 +7,489 +35%
STB
80
S&T Bank
Pennsylvania
$722K 27,660 -38 -0.1%
KAS
81
Kestra Advisory Services
Texas
$709K 27,191 +1,886 +7%
BWG
82
Balanced Wealth Group
Ohio
$649K 25,896 +252 +1%
AWS
83
Atria Wealth Solutions
New York
$648K 24,852 +588 +2%
Jane Street
84
Jane Street
New York
$647K 24,817 +2,984 +14%
CAN
85
Cetera Advisor Networks
California
$614K 23,537 -32,750 -58%
MWM
86
Mission Wealth Management
California
$606K 23,240 -1,404 -6%
Ameriprise
87
Ameriprise
Minnesota
$587K 22,485 +1,181 +6%
TCM
88
Tufton Capital Management
Maryland
$586K 22,449 -570 -2%
CAL
89
Capital Analysts LLC
Pennsylvania
$574K 21,987 +2,174 +11%
KP
90
Keel Point
Alabama
$573K 21,953 +1,967 +10%
BCM
91
Brookstone Capital Management
Illinois
$569K 21,818 -1,812 -8%
JWCA
92
J.W. Cole Advisors
Florida
$569K 21,809 +3,166 +17%
EWA
93
EP Wealth Advisors
California
$537K 20,594 -3,848 -16%
BWM
94
BCS Wealth Management
Tennessee
$529K 20,274 -980 -5%
Wells Fargo
95
Wells Fargo
California
$524K 20,073 -211 -1%
PFA
96
Pathway Financial Advisers
Indiana
$482K 18,459 -1,945 -10%
SS
97
Sunbelt Securities
Texas
$454K 17,413 +502 +3%
SSWM
98
Smith Salley Wealth Management
North Carolina
$441K 16,910 -8 -0%
GRP
99
Global Retirement Partners
California
$441K 16,884 -552 -3%
FM
100
Foster & Motley
Ohio
$434K 16,630 -8,100 -33%
2 3
4
5 6