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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

205 hedge funds and large institutions have $432M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
205
Holders Change
+6
Holders Change %
+3.02%
% of All Funds
2.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$2.86M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$2.77M
3
SC
3
Soundwatch Capital
Connecticut
$2.24M
4
Lido Advisors
4
Lido Advisors
California
$33M
5
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$1.23M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.4M
2
DFG
2
Demars Financial Group
Washington
$269K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.15M
4
ASN
4
Advisory Services Network
Georgia
$575K
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
101
Mission Wealth Management
California
$397K 14,664 -483 -3%
LFG
102
Larson Financial Group
Missouri
$390K 14,439 +4,202 +41%
KP
103
Keel Point
Alabama
$390K 14,431 -2,672 -16%
AFP
104
Ausdal Financial Partners
Iowa
$389K 14,385 -1,890 -12%
BCM
105
Brookstone Capital Management
Illinois
$369K 13,660 -731 -5%
SS
106
Sunbelt Securities
Texas
$357K 13,194 -5,346 -29%
PWM
107
Penobscot Wealth Management
Maine
$355K 13,146 +280 +2%
VWM
108
Venturi Wealth Management
Texas
$353K 13,066 -570 -4%
TAP
109
Tounjian Advisory Partners
Florida
$329K 11,986 -366 -3%
LA
110
Lynch & Associates
Indiana
$324K 11,972 -175 -1%
IFA
111
Independence Financial Advisors
New Hampshire
$307K 11,336 +4 +0%
MWM
112
Modera Wealth Management
New Jersey
$305K 11,267 – –
KBFS
113
Kohmann Bosshard Financial Services
Ohio
$301K 11,131 – –
Bank of New York Mellon
114
Bank of New York Mellon
New York
$284K 10,508 -41,156 -80%
DI
115
Disciplined Investments
Oklahoma
$281K 10,399 – –
SPC
116
Sigma Planning Corp
Michigan
$280K 10,337 -612 -6%
DFG
117
Demars Financial Group
Washington
$269K 9,942 -318,868 -97%
FM
118
Foster & Motley
Ohio
$268K 9,893 +1,024 +12%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$266K 9,844 +1,713 +21%
AF
120
Apexium Financial
Texas
$264K 9,757 -137 -1%
NFP
121
NorthLanding Financial Partners
New York
$263K 9,726 -38 -0.4%
Corient Private Wealth
122
Corient Private Wealth
Florida
$258K 9,551 +9,551 New
RSWM
123
Robertson Stephens Wealth Management
California
$255K 9,440 – –
SCA
124
STALEY CAPITAL ADVISERS
Pennsylvania
$254K 9,389 +9,389 New
KPWM
125
KDK Private Wealth Management
Texas
$253K 9,343 -408 -4%
3 4
5
6 7