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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

182 hedge funds and large institutions have $1.12B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
75
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$667M
2
BCM
2
Brookstone Capital Management
Illinois
$62.8M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$10.3M
4
FMT
4
First Mercantile Trust
Tennessee
$6.06M
5
KAS
5
Kestra Advisory Services
Texas
$8.71M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
BWM
2
BerganKDV Wealth Management
Minnesota
$246K
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
Creative Planning
4
Creative Planning
Kansas
$11.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DI
101
Disciplined Investments
Oklahoma
$336K 11,063 – –
AWA
102
Arkadios Wealth Advisors
Georgia
$330K 10,856 -148 -1%
AWM
103
Accel Wealth Management
Iowa
$321K 10,546 +9 +0.1%
PCH
104
PGIM Custom Harvest
New Jersey
$306K 10,072 – –
MFG
105
Merit Financial Group
Georgia
$296K 9,746 -29 -0.3%
GRP
106
Global Retirement Partners
California
$272K 8,942 +2,475 +38%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$265K 8,708 +8,708 New
OIA
108
OneDigital Investment Advisors
Kansas
$260K 8,567 -154 -2%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$256K 8,415 +180 +2%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$255K 8,387 +2,850 +51%
BWM
111
BerganKDV Wealth Management
Minnesota
$246K 8,095 -92,523 -92%
SF
112
Synovus Financial
Georgia
$246K 8,091 +1,014 +14%
MWM
113
Merriman Wealth Management
Washington
$226K 7,418 – –
LA
114
Lynch & Associates
Indiana
$211K 6,934 +6,934 New
PPA
115
Parametric Portfolio Associates
Washington
$206K 6,781 +6,781 New
BCM
116
Beaumont Capital Management
Massachusetts
$204K 6,719 +6,719 New
FA
117
FMA Advisory
Pennsylvania
$203K 6,685 -152 -2%
FTS
118
Fifth Third Securities
Ohio
$203K 6,683 +6,683 New
GT
119
Glenmede Trust
Pennsylvania
$160K 5,284 +5,284 New
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$137K 4,517 +2,021 +81%
CFGS
121
Concourse Financial Group Securities
Alabama
$127K 4,164 -7,781 -65%
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$126K 4,147 +4,147 New
SPIA
123
Steward Partners Investment Advisory
New York
$114K 3,753 +7 +0.2%
GWM
124
Geneos Wealth Management
Colorado
$92K 2,984 – –
AF
125
Advisornet Financial
Minnesota
$89K 2,939 -2,017 -41%
3 4
5
6 7