FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

196 hedge funds and large institutions have $778M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 24 closing their positions.

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
33
Increased
72
Reduced
64
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWMH
1
Riverpoint Wealth Management Holdings
Illinois
$17.1M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$5.44M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$5.06M
4
ISWM
4
Independent Solutions Wealth Management
New York
$3.33M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$15.4M

Top Sellers

1
WSFS
1
Wilmington Savings Fund Society
Delaware
$1.95M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$452M
3
HWA
3
Hilltop Wealth Advisors
North Carolina
$376K
4
EP
4
Eudaimonia Partners
Tennessee
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$840K
Name Market Value Shares Shares
Change 		Shares
Change %
SW
101
SVB Wealth
Massachusetts
$390K 15,718 +876 +6%
BAM
102
Baldrige Asset Management
Pennsylvania
$389K 15,677 -868 -5%
MWM
103
Mascoma Wealth Management
New Hampshire
$386K 15,545 +685 +5%
BWM
104
BCS Wealth Management
Tennessee
$382K 15,394 +4,223 +38%
HWA
105
Hilltop Wealth Advisors
North Carolina
$376K 15,155 -141,626 -90%
CG
106
Colony Group
Massachusetts
$374K 15,057 +15,057 New
RF
107
Resolute Financial
Massachusetts
$372K 15,007 -1,864 -11%
AM
108
AGF Management
Ontario, Canada
$361K 14,550 +14,550 New
IAG
109
Investmark Advisory Group
Connecticut
$358K 14,437 +350 +2%
AFP
110
Ausdal Financial Partners
Iowa
$357K 14,393 -571 -4%
CT
111
Colonial Trust
South Carolina
$356K 14,343 -75 -0.5%
WMG
112
WESCAP Management Group
California
$355K 14,320 +14,320 New
DI
113
Disciplined Investments
Oklahoma
$347K 13,986 – –
BWM
114
Birchcreek Wealth Management
Ohio
$344K 13,860 +182 +1%
TIM
115
Tortoise Investment Management
New York
$341K 13,743 +715 +5%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$333K 13,445 -4,980 -27%
ACA
117
Atlas Capital Advisors
Wyoming
$329K 13,244 -5,257 -28%
NA
118
NewEdge Advisors
Louisiana
$326K 13,153 -2,100 -14%
William Blair & Company
119
William Blair & Company
Illinois
$325K 13,090 -3,158 -19%
CCM
120
Cribstone Capital Management
Maine
$322K 12,976 +351 +3%
Renaissance Technologies
121
Renaissance Technologies
New York
$280K 11,300 -3,000 -21%
FTS
122
Fifth Third Securities
Ohio
$258K 10,390 +427 +4%
BCA
123
Bray Capital Advisors
Florida
$257K 10,340 – –
FM
124
Foster & Motley
Ohio
$249K 10,043 +10,043 New
SS
125
Sunbelt Securities
Texas
$246K 9,930 +299 +3%
3 4
5
6 7