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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $881M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 32 closing their positions.

Holders
206
Holders Change
-8
Holders Change %
-3.74%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
82
Reduced
61
Closed
32
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$12.7M
2
BCM
2
Brookstone Capital Management
Illinois
$9.26M
3
VWM
3
Venturi Wealth Management
Texas
$2.23M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$3.3M
5
Jane Street
5
Jane Street
New York
$1.72M

Top Sellers

1
WSFS
1
Wilmington Savings Fund Society
Delaware
$37.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.45M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$521M
5
CWM
5
Capital Wealth Management
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
101
Grand Wealth Management
Michigan
$414K 15,248 -5,983 -28%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$408K 15,035 +1,564 +12%
RF
103
Resolute Financial
Massachusetts
$392K 14,432 +737 +5%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$390K 14,346 -13,644 -49%
DI
105
Disciplined Investments
Oklahoma
$380K 13,986 +2,323 +20%
MWM
106
Mascoma Wealth Management
New Hampshire
$356K 13,110 +11,010 +524%
TIM
107
Tortoise Investment Management
New York
$344K 12,683 +325 +3%
US Bancorp
108
US Bancorp
Minnesota
$342K 12,589 – –
SS
109
Sunbelt Securities
Texas
$336K 12,362 -4,106 -25%
SC
110
SouthState Corp
Florida
$334K 12,271 +4,275 +53%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$329K 12,130 -2,465 -17%
GRP
112
Global Retirement Partners
California
$329K 12,112 +40 +0.3%
BWM
113
Birchcreek Wealth Management
Ohio
$327K 12,039 +76 +0.6%
CCM
114
Cribstone Capital Management
Maine
$324K 11,937 -248 -2%
GT
115
Glenmede Trust
Pennsylvania
$323K 11,894 -5,194 -30%
IAG
116
Investmark Advisory Group
Connecticut
$309K 11,385 +2,127 +23%
NYLIM
117
New York Life Investment Management
New York
$291K 10,713 +10,713 New
AWM
118
Accel Wealth Management
Iowa
$282K 10,299 +9 +0.1%
BCA
119
Bray Capital Advisors
Florida
$281K 10,340 – –
FTS
120
Fifth Third Securities
Ohio
$271K 9,963 +9,963 New
PPW
121
Pinnacle Private Wealth
Massachusetts
$262K 9,638 +1,060 +12%
AIP
122
Almanack Investment Partners
Pennsylvania
$257K 9,479 -2,732 -22%
MFG
123
Merit Financial Group
Georgia
$257K 9,450 +92 +1%
AWA
124
Arkadios Wealth Advisors
Georgia
$248K 9,133 -571 -6%
OIA
125
OneDigital Investment Advisors
Kansas
$248K 9,126 +2 +0%
3 4
5
6 7