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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

157 hedge funds and large institutions have $772M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
61
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$463M
2
WSFS
2
Wilmington Savings Fund Society
Delaware
$50.4M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$7.62M
4
AAS
4
Avantax Advisory Services
Texas
$5.44M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$29.5M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$4.52M
2
BCM
2
Beaumont Capital Management
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.96M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.92M
5
PCS
5
Personal CFO Solutions
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
101
Next Financial Group
Texas
$114K 4,163 -218 -5%
SPIA
102
Steward Partners Investment Advisory
New York
$103K 3,739 -170 -4%
GWM
103
Geneos Wealth Management
Colorado
$88K 2,984 – –
TCOV
104
Trust Company of Vermont
Vermont
$84K 3,045 – –
DI
105
Disciplined Investments
Oklahoma
$83K 3,013 – –
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$71K 2,568 +2,568 New
Citigroup
107
Citigroup
New York
$62K 2,261 +11 +0.5%
QCG
108
Quadrant Capital Group
Ohio
$59K 2,151 – –
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$56K 2,058 +204 +11%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$55K 2,000 – –
HNB
111
Huntington National Bank
Ohio
– – – –
US Bancorp
112
US Bancorp
Minnesota
$53K 1,916 – –
PP
113
PrairieView Partners
Minnesota
$48K 1,732 +1,732 New
IA
114
IFP Advisors
Florida
$47K 1,703 -2,875 -63%
William Blair & Company
115
William Blair & Company
Illinois
$47K 1,723 -934 -35%
AssetMark Inc
116
AssetMark Inc
California
$46K 1,671 +1,671 New
LWM
117
Liberty Wealth Management
California
$32K 1,235 – –
APA
118
American Portfolios Advisors
New York
$31.8K 1,158 – –
ADL
119
Asset Dedication LLC
California
$30K 1,111 -3,974 -78%
RIM
120
Rockbridge Investment Management
New York
$29K 1,053 +38 +4%
SSB
121
Sandy Spring Bank
Maryland
$27K 1,000 – –
NFSG
122
Newbridge Financial Services Group
Florida
$27K 972 +972 New
Franklin Resources
123
Franklin Resources
California
$25K 911 – –
PFA
124
Professional Financial Advisors
Nebraska
$25K 895 – –
HI
125
Harbour Investments
Wisconsin
$25K 910 +910 New
3 4
5
6 7