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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$2.84M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$2.77M
3
SC
Soundwatch Capital
Connecticut
+$2.24M
4
Lido Advisors
Lido Advisors
California
+$1.84M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.36M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.6M
2
DFG
Demars Financial Group
Washington
-$8.62M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.05M
4
ASN
Advisory Services Network
Georgia
-$3.61M
5
QC
Quadrature Capital
United Kingdom
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
76
Glass Jacobson Investment Advisors
Maryland
$1.05M +$24.4K +902 +2%
JWCA
77
J.W. Cole Advisors
Florida
$1.05M +$185K +6,834 +21%
SMC
78
Smith, Moore & Co
Missouri
$995K – – –
PAS
79
PKS Advisory Services
New York
$938K -$3.16K -117 -0.3%
Citadel Advisors
80
Citadel Advisors
Florida
$895K +$559K +20,683 +167%
RK
81
Rather & Kittrell
Tennessee
$873K -$6.87K -254 -0.8%
FPCP
82
Fort Point Capital Partners
California
$852K -$1.48M -54,618 -63%
IIC
83
Integrated Investment Consultants
Michigan
$838K – – –
TRCT
84
Tower Research Capital (TRC)
New York
$806K +$806K +29,797 New
BWG
85
Balanced Wealth Group
Ohio
$718K +$4.63K +171 +0.6%
Wells Fargo
86
Wells Fargo
California
$698K +$243K +8,992 +53%
IA
87
IFP Advisors
Florida
$694K +$3.54K +131 +0.5%
ECA
88
Elevated Capital Advisors
Utah
$639K – – –
MWM
89
Modern Wealth Management
Kansas
$638K +$53.4K +1,973 +9%
ASN
90
Advisory Services Network
Georgia
$575K -$3.61M -133,536 -86%
IAG
91
Investmark Advisory Group
Connecticut
$517K -$4.46K -165 -0.9%
FWM
92
Fingerlakes Wealth Management
New York
$459K +$47.9K +1,771 +12%
Citigroup
93
Citigroup
New York
$459K -$15.5K -572 -3%
SSWM
94
Smith Salley Wealth Management
North Carolina
$450K +$1.76K +65 +0.4%
SFG
95
Snider Financial Group
Washington
$447K +$11.7K +432 +3%
Jane Street
96
Jane Street
New York
$429K +$429K +15,874 New
Northern Trust
97
Northern Trust
Illinois
$425K -$184K -6,805 -30%
CAM
98
Clarity Asset Management
Iowa
$424K -$7.33K -271 -2%
GRP
99
Global Retirement Partners
California
$418K +$418K +15,464 New
RSF
100
Rik Saylor Financial
Ohio
$416K -$13.5K -501 -3%
2 3
4
5 6