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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

208 hedge funds and large institutions have $641M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
83
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$227M
2
DFG
2
Demars Financial Group
Washington
$11.7M
3
AWM
3
AE Wealth Management
Kansas
$24.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.3M
5
FPCP
5
Fort Point Capital Partners
California
$2.45M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
GGS
2
Galvin Gaustad & Stein
Arizona
$322K
3
WA
3
Win Advisors
Florida
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
76
Integrated Investment Consultants
Michigan
$838K – – –
BI
77
Beckerman Institutional
New Jersey
$826K +$22.5K +831 +3%
DAS
78
Diversify Advisory Services
Utah
$779K -$321K -12,346 -29%
JWCA
79
J.W. Cole Advisors
Florida
$773K +$59.1K +2,186 +8%
AWS
80
Atria Wealth Solutions
New York
$739K +$78.3K +2,898 +12%
BWG
81
Balanced Wealth Group
Ohio
$717K +$31.9K +1,160 +5%
ECA
82
Elevated Capital Advisors
Utah
$660K +$398K +14,746 +152%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$617K +$373K +13,812 +153%
Wells Fargo
84
Wells Fargo
California
$578K +$59.6K +2,206 +12%
MWM
85
Modern Wealth Management
Kansas
$562K +$562K +20,815 New
KP
86
Keel Point
Alabama
$514K -$15.9K -590 -3%
GRP
87
Global Retirement Partners
California
$512K +$40.3K +1,491 +9%
BCM
88
Brookstone Capital Management
Illinois
$504K -$4.92K -182 -1%
CAM
89
Clarity Asset Management
Iowa
$502K -$10.1K -375 -2%
SFG
90
Snider Financial Group
Washington
$500K +$500K +18,520 New
EWA
91
EP Wealth Advisors
California
$490K -$10.6K -391 -2%
IAG
92
Investmark Advisory Group
Connecticut
$485K +$48.2K +1,782 +11%
OIA
93
OneDigital Investment Advisors
Kansas
$455K +$61.9K +2,290 +16%
AFP
94
Ausdal Financial Partners
Iowa
$450K -$7.94K -294 -2%
SSWM
95
Smith Salley Wealth Management
North Carolina
$445K -$20.7K -766 -4%
BWM
96
BCS Wealth Management
Tennessee
$433K +$433K +16,023 New
RSF
97
Rik Saylor Financial
Ohio
$432K +$432K +15,985 New
MWM
98
Mission Wealth Management
California
$427K -$81.3K -3,010 -16%
Citigroup
99
Citigroup
New York
$405K +$41.6K +1,538 +11%
FWM
100
Fingerlakes Wealth Management
New York
$403K +$15.2K +562 +4%
2 3
4
5 6