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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

199 hedge funds and large institutions have $461M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-9
Holders Change %
-4.33%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
88
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.4M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.28M
3
AM
3
AGF Management
Ontario, Canada
$8.2M
4
AWM
4
AE Wealth Management
Kansas
$28.2M
5
HCA
5
Heck Capital Advisors
Wisconsin
$5.74M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.55M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$33.4M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$0
4
Lido Advisors
4
Lido Advisors
California
$31.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$341K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
76
Smith, Moore & Co
Missouri
$1.01M +$7.83K +285 +0.8%
BI
77
Beckerman Institutional
New Jersey
$958K +$118K +4,307 +14%
PAS
78
PKS Advisory Services
New York
$956K -$44.2K -1,608 -4%
RK
79
Rather & Kittrell
Tennessee
$894K -$20.7K -754 -2%
JWCA
80
J.W. Cole Advisors
Florida
$875K +$89.3K +3,250 +11%
IIC
81
Integrated Investment Consultants
Michigan
$852K – – –
Bank of America
82
Bank of America
North Carolina
$777K -$229K -8,322 -23%
BWG
83
Balanced Wealth Group
Ohio
$724K +$6.7K +244 +0.9%
IA
84
IFP Advisors
Florida
$701K +$447K +16,261 +175%
ECA
85
Elevated Capital Advisors
Utah
$639K -$32.2K -1,172 -5%
Northern Trust
86
Northern Trust
Illinois
$618K +$618K +22,508 New
MWM
87
Modern Wealth Management
Kansas
$593K +$21.7K +790 +4%
IAG
88
Investmark Advisory Group
Connecticut
$530K +$36.8K +1,340 +7%
SS
89
Sunbelt Securities
Texas
$509K +$147K +5,346 +41%
Citigroup
90
Citigroup
New York
$482K +$69.6K +2,534 +17%
ACA
91
Atlas Capital Advisors
Wyoming
$477K +$165K +6,017 +53%
KP
92
Keel Point
Alabama
$470K -$52.3K -1,904 -10%
Wells Fargo
93
Wells Fargo
California
$462K -$125K -4,557 -21%
SSWM
94
Smith Salley Wealth Management
North Carolina
$455K +$2.69K +98 +0.6%
AFP
95
Ausdal Financial Partners
Iowa
$447K -$10.7K -390 -2%
SFG
96
Snider Financial Group
Washington
$442K -$66.8K -2,433 -13%
CAM
97
Clarity Asset Management
Iowa
$439K -$71.5K -2,602 -14%
RSF
98
Rik Saylor Financial
Ohio
$436K -$2.61K -95 -0.6%
EWA
99
EP Wealth Advisors
California
$427K -$70.8K -2,578 -14%
PA
100
PFG Advisors
Arizona
$425K +$43.4K +1,581 +11%
2 3
4
5 6