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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 19 closing their positions.

Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
78
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$34.2M
2
RWP
2
RWA Wealth Partners
Massachusetts
$3.24M
3
AWM
3
AE Wealth Management
Kansas
$21.5M
4
WA
4
Win Advisors
Florida
$2.84M
5
AM
5
AGF Management
Ontario, Canada
$3.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$39.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DAS
3
Diversify Advisory Services
Utah
$1.23M
4
CAG
4
Crestwood Advisors Group
Massachusetts
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
76
Birchcreek Wealth Management
Ohio
$1.01M 34,105 +578 +2%
Ameriprise
77
Ameriprise
Minnesota
$945K 32,039 +1,939 +6%
Bank of America
78
Bank of America
North Carolina
$925K 31,364 +3,186 +11%
IIC
79
Integrated Investment Consultants
Michigan
$914K 31,000 – –
BI
80
Beckerman Institutional
New Jersey
$877K 29,736 +29,736 New
STB
81
S&T Bank
Pennsylvania
$794K 26,929 -731 -3%
JWCA
82
J.W. Cole Advisors
Florida
$779K 26,412 +1,475 +6%
BWG
83
Balanced Wealth Group
Ohio
$736K 24,958 +61 +0.2%
AWS
84
Atria Wealth Solutions
New York
$721K 24,457 -427 -2%
BTI
85
Blue Trust Inc
Georgia
$711K 28,070 -8,489 -23%
ACA
86
Atlas Capital Advisors
Wyoming
$691K 23,432 +9,819 +72%
KP
87
Keel Point
Alabama
$578K 19,597 -82 -0.4%
Wells Fargo
88
Wells Fargo
California
$565K 19,177 -1,752 -8%
CAM
89
Clarity Asset Management
Iowa
$558K 18,943 -257 -1%
BCM
90
Brookstone Capital Management
Illinois
$555K 18,826 +165 +0.9%
MWM
91
Mission Wealth Management
California
$555K 18,816 -386 -2%
EWA
92
EP Wealth Advisors
California
$546K 18,522 -629 -3%
CWM
93
Cedar Wealth Management
California
$519K 17,594 +16,563 +1,606%
GRP
94
Global Retirement Partners
California
$515K 17,453 +2,327 +15%
SSWM
95
Smith Salley Wealth Management
North Carolina
$508K 17,236 +280 +2%
AFP
96
Ausdal Financial Partners
Iowa
$500K 16,959 +2,249 +15%
BOSSRA
97
B.O.S.S. Retirement Advisors
Utah
$486K 16,480 +3,287 +25%
IAG
98
Investmark Advisory Group
Connecticut
$477K 16,170 +350 +2%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$464K 15,756 -1,201 -7%
OIA
100
OneDigital Investment Advisors
Kansas
$428K 14,532 +1,286 +10%
2 3
4
5 6