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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

214 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Real Estate Index ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 27 closing their positions.

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
35
Increased
81
Reduced
63
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.3M
3
AI
3
Atria Investments
North Carolina
$4.3M
4
SIA
4
Soltis Investment Advisors
Utah
$4.59M
5
Lido Advisors
5
Lido Advisors
California
$24M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$633M
2
BCM
2
Brookstone Capital Management
Illinois
$7.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15.6M
4
WA
4
Wealthstar Advisors
Texas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
101
Atlas Capital Advisors
Wyoming
$478K -$93.9K -2,900 -16%
PCA
102
Providence Capital Advisors
North Carolina
$477K +$9.99K +309 +2%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$472K +$166K +5,135 +54%
FTUS
104
Flow Traders U.S.
New York
$453K +$453K +13,995 New
Prudential Financial
105
Prudential Financial
New Jersey
$449K +$123K +3,782 +38%
RF
106
Resolute Financial
Massachusetts
$444K +$86.5K +2,668 +24%
William Blair & Company
107
William Blair & Company
Illinois
$442K +$323K +9,973 +272%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$436K +$82.3K +2,544 +23%
PPA
109
Parametric Portfolio Associates
Washington
$435K +$102K +3,159 +31%
US Bancorp
110
US Bancorp
Minnesota
$408K +$346K +10,673 +557%
TIM
111
Tortoise Investment Management
New York
$400K -$809 -25 -0.2%
KPWS
112
Kestra Private Wealth Services
Texas
$400K +$389 +12 +0.1%
AIP
113
Almanack Investment Partners
Pennsylvania
$396K -$199K -6,125 -33%
CCM
114
Cribstone Capital Management
Maine
$395K -$19.3K -594 -5%
BWM
115
Birchcreek Wealth Management
Ohio
$387K -$142K -4,377 -27%
DI
116
Disciplined Investments
Oklahoma
$378K – – –
GRP
117
Global Retirement Partners
California
$349K +$349K +12,072 New
AWM
118
Accel Wealth Management
Iowa
$340K -$8.72K -264 -3%
BCA
119
Bray Capital Advisors
Florida
$335K -$40K -1,235 -11%
SF
120
Synovus Financial
Georgia
$333K +$65 +2 +0%
AWA
121
Arkadios Wealth Advisors
Georgia
$314K -$72.1K -2,228 -19%
MFG
122
Merit Financial Group
Georgia
$303K -$12K -370 -4%
VCM
123
Virtue Capital Management
Tennessee
$299K -$11.1K -343 -4%
IAG
124
Investmark Advisory Group
Connecticut
$299K +$33.1K +1,024 +12%
OIA
125
OneDigital Investment Advisors
Kansas
$296K +$5.61K +173 +2%
3 4
5
6 7