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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$15.8M
2
CNC
2
Citizens & Northern Corp
Pennsylvania
$19.4M
3
BDF
3
Black Diamond Financial
Maryland
$11M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$2.8M
5
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$10.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$37.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$563K
3
DAS
3
Diversify Advisory Services
Utah
$1.76M
4
NL
4
NWAM LLC
Washington
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
76
Bank of America
North Carolina
$714K 28,178 -628 -2%
STB
77
S&T Bank
Pennsylvania
$701K 27,660 – –
CAG
78
Crestwood Advisors Group
Massachusetts
$651K 25,702 -5,346 -17%
JWCA
79
J.W. Cole Advisors
Florida
$632K 24,937 +3,128 +14%
AWS
80
Atria Wealth Solutions
New York
$631K 24,884 +32 +0.1%
BWG
81
Balanced Wealth Group
Ohio
$624K 24,897 -999 -4%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$615K 24,256 +13,569 +127%
Citadel Advisors
83
Citadel Advisors
Florida
$573K 22,612 +22,612 New
Goldman Sachs
84
Goldman Sachs
New York
$563K 22,236 -85,861 -79%
KP
85
Keel Point
Alabama
$542K 19,679 -2,274 -10%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$537K 21,195 +9,961 +89%
Wells Fargo
87
Wells Fargo
California
$530K 20,929 +856 +4%
BCM
88
Brookstone Capital Management
Illinois
$506K 18,661 -3,157 -14%
MWM
89
Mission Wealth Management
California
$487K 19,202 -4,038 -17%
CAM
90
Clarity Asset Management
Iowa
$487K 19,200 +2,711 +16%
EWA
91
EP Wealth Advisors
California
$485K 19,151 -1,443 -7%
PFA
92
Pathway Financial Advisers
Indiana
$463K 18,316 -143 -0.8%
MA
93
Mutual Advisors
Nebraska
$461K 16,935 -15,295 -47%
SS
94
Sunbelt Securities
Texas
$438K 17,272 -141 -0.8%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$430K 16,957 -43,395 -72%
SSWM
96
Smith Salley Wealth Management
North Carolina
$430K 16,956 +46 +0.3%
IAG
97
Investmark Advisory Group
Connecticut
$401K 15,820 -6 -0%
VWM
98
Venturi Wealth Management
Texas
$391K 15,436 -13,617 -47%
GRP
99
Global Retirement Partners
California
$383K 15,126 -1,758 -10%
AFP
100
Ausdal Financial Partners
Iowa
$373K 14,710 -1,048 -7%
2 3
4
5 6