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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

191 hedge funds and large institutions have $776M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 30 closing their positions.

Holders
191
Holders Change
-15
Holders Change %
-7.28%
% of All Funds
3.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
17
Increased
83
Reduced
57
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$5.71M
2
HWA
2
Hilltop Wealth Advisors
North Carolina
$3.75M
3
EP
3
Essential Planning
New Hampshire
$2.24M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$4.19M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.46M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.87M
2
VWM
2
Venturi Wealth Management
Texas
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.41M
4
BTI
4
Blue Trust Inc
Georgia
$9.08M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CT
101
Colonial Trust
South Carolina
$345K 14,418 +14,418 New
Renaissance Technologies
102
Renaissance Technologies
New York
$342K 14,300 +14,300 New
IAG
103
Investmark Advisory Group
Connecticut
$336K 14,087 +2,702 +24%
DI
104
Disciplined Investments
Oklahoma
$335K 13,986 – –
SFS
105
Sowell Financial Services
Arkansas
$335K 13,990 +13,990 New
BWM
106
Birchcreek Wealth Management
Ohio
$327K 13,678 +1,639 +14%
AIP
107
Almanack Investment Partners
Pennsylvania
$323K 13,502 +4,023 +42%
GWM
108
Grand Wealth Management
Michigan
$319K 13,319 -1,929 -13%
TIM
109
Tortoise Investment Management
New York
$312K 13,028 +345 +3%
CCM
110
Cribstone Capital Management
Maine
$302K 12,625 +688 +6%
US Bancorp
111
US Bancorp
Minnesota
$301K 12,589 – –
SC
112
SouthState Corp
Florida
$293K 12,271 – –
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$276K 11,521 -40,979 -78%
BWM
114
BCS Wealth Management
Tennessee
$267K 11,171 +3,344 +43%
AWM
115
Accel Wealth Management
Iowa
$256K 10,310 +11 +0.1%
BCA
116
Bray Capital Advisors
Florida
$247K 10,340 – –
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$243K 10,149 -4,197 -29%
FTS
118
Fifth Third Securities
Ohio
$238K 9,963 – –
PAG
119
Private Advisor Group
New Jersey
$232K 9,683 +1,133 +13%
SS
120
Sunbelt Securities
Texas
$230K 9,631 -2,731 -22%
MFG
121
Merit Financial Group
Georgia
$227K 9,481 +31 +0.3%
IIC
122
Integrated Investment Consultants
Michigan
$220K 9,212 -24,800 -73%
OIA
123
OneDigital Investment Advisors
Kansas
$217K 9,082 -44 -0.5%
RSWM
124
Robertson Stephens Wealth Management
California
$216K 9,039 +9,039 New
PG
125
Prostatis Group
Maryland
$211K 8,808 +8,808 New
3 4
5
6 7