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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

209 hedge funds and large institutions have $1.32B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 15 closing their positions.

Holders
209
Holders Change
+27
Holders Change %
+14.84%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
50
Increased
82
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$794M
2
WA
2
Wealthstar Advisors
Texas
$8.89M
3
Lido Advisors
3
Lido Advisors
California
$23.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.4M
5
MCM
5
MAI Capital Management
Ohio
$10.1M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$48.3M
2
KAS
2
Kestra Advisory Services
Texas
$4.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M
4
HT
4
HAP Trading
New York
$0
5
PFA
5
Pure Financial Advisors
California
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
101
Kestra Private Wealth Services
Texas
$428K 12,336 +748 +6%
AWA
102
Arkadios Wealth Advisors
Georgia
$414K 11,932 +1,076 +10%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$405K 11,670 -221 -2%
DI
104
Disciplined Investments
Oklahoma
$405K 11,663 +600 +5%
BCA
105
Bray Capital Advisors
Florida
$402K 11,575 – –
RF
106
Resolute Financial
Massachusetts
$383K 11,027 +11,027 New
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$379K 10,927 +2,219 +25%
AWM
108
Accel Wealth Management
Iowa
$366K 10,554 +8 +0.1%
SF
109
Synovus Financial
Georgia
$357K 10,299 +2,208 +27%
PPA
110
Parametric Portfolio Associates
Washington
$357K 10,284 +3,503 +52%
Prudential Financial
111
Prudential Financial
New Jersey
$350K 10,072 +10,072 New
AP
112
Advisors Preferred
Maryland
$350K 10,180 +10,180 New
MFG
113
Merit Financial Group
Georgia
$338K 9,728 -18 -0.2%
GT
114
Glenmede Trust
Pennsylvania
$333K 9,605 +4,321 +82%
VCM
115
Virtue Capital Management
Tennessee
$333K 9,577 +9,577 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$328K 9,460 +1,073 +13%
FTS
117
Fifth Third Securities
Ohio
$313K 9,003 +2,320 +35%
OIA
118
OneDigital Investment Advisors
Kansas
$311K 8,951 +384 +4%
TB
119
Treynor Bancshares
Iowa
$290K 8,348 +8,348 New
TRCT
120
Tower Research Capital (TRC)
New York
$287K 8,270 -12,235 -60%
IAG
121
Investmark Advisory Group
Connecticut
$285K 8,234 +8,234 New
LA
122
Lynch & Associates
Indiana
$266K 7,662 +728 +10%
MWM
123
Merriman Wealth Management
Washington
$258K 7,419 +1 +0%
PPW
124
Pinnacle Private Wealth
Massachusetts
$257K 7,390 +7,390 New
UCFA
125
United Capital Financial Advisors
Texas
$254K 7,325 +7,325 New
3 4
5
6 7