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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

180 hedge funds and large institutions have $941M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
31
Increased
67
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$34.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$538M
3
T
3
TrueFG
Texas
$8.92M
4
RWP
4
RWA Wealth Partners
Massachusetts
$5.91M
5
KAS
5
Kestra Advisory Services
Texas
$3.59M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$2.16M
2
AAS
2
Avantax Advisory Services
Texas
$3.5M
3
CNC
3
Citizens & Northern Corp
Pennsylvania
$15.6M
4
BFPW
4
BOK Financial Private Wealth
Colorado
$1.37M
5
FP
5
Financial Perspectives
Minnesota
$75K
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$351K 11,526 +11,526 New
DI
102
Disciplined Investments
Oklahoma
$337K 11,063 +8,050 +267%
AWA
103
Arkadios Wealth Advisors
Georgia
$334K 11,004 +4,832 +78%
AWM
104
Accel Wealth Management
Iowa
$321K 10,537 +9 +0.1%
Citadel Advisors
105
Citadel Advisors
Florida
$315K 10,342 +10,342 New
KPWS
106
Kestra Private Wealth Services
Texas
$312K 10,263 +10,263 New
FNC
107
First National Corp
Massachusetts
$310K 13,246 -1,971 -13%
PCH
108
PGIM Custom Harvest
New Jersey
$307K 10,072 – –
MFG
109
Merit Financial Group
Georgia
$297K 9,775 +9,775 New
OIA
110
OneDigital Investment Advisors
Kansas
$265K 8,721 -8 -0.1%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$251K 8,235 +8,235 New
MWM
112
Merriman Wealth Management
Washington
$226K 7,418 – –
SF
113
Synovus Financial
Georgia
$215K 7,077 +7,077 New
FA
114
FMA Advisory
Pennsylvania
$208K 6,837 -621 -8%
UCFA
115
United Capital Financial Advisors
Texas
$204K 6,691 +6,691 New
GRP
116
Global Retirement Partners
California
$197K 6,467 -95 -1%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$168K 5,537 +1,165 +27%
AF
118
Advisornet Financial
Minnesota
$151K 4,956 -412 -8%
SPIA
119
Steward Partners Investment Advisory
New York
$114K 3,746 +7 +0.2%
HI
120
Harbour Investments
Wisconsin
$96K 3,147 +2,237 +246%
TCOV
121
Trust Company of Vermont
Vermont
$93K 3,045 – –
GWM
122
Geneos Wealth Management
Colorado
$91K 2,984 – –
Citigroup
123
Citigroup
New York
$78K 2,575 +314 +14%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$76K 2,496 -72 -3%
FP
125
Financial Perspectives
Minnesota
$75K 2,466 -64,867 -96%
3 4
5
6 7