FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

193 hedge funds and large institutions have $480M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
72
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.59M
2
CI
2
CX Institutional
Indiana
$2.52M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.98M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$2.54M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.36M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$174M
2
AI
2
Atria Investments
North Carolina
$1.49M
3
BFS
3
Bard Financial Services
Connecticut
$1.05M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.26M
5
LSIA
5
LaSalle St. Investment Advisors
Illinois
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
SSWM
101
Smith Salley Wealth Management
North Carolina
$414K 16,618 -692 -4%
BAM
102
Baldrige Asset Management
Pennsylvania
$413K 16,560 +883 +6%
GRP
103
Global Retirement Partners
California
$393K 16,203 -3,206 -17%
FM
104
Foster & Motley
Ohio
$393K 15,763 +5,720 +57%
IAG
105
Investmark Advisory Group
Connecticut
$386K 15,509 +1,072 +7%
AFP
106
Ausdal Financial Partners
Iowa
$352K 14,134 -259 -2%
DI
107
Disciplined Investments
Oklahoma
$348K 13,986 – –
CT
108
Colonial Trust
South Carolina
$344K 13,793 -550 -4%
PIAS
109
PCA Investment Advisory Services
Ohio
$331K 13,269 +13,269 New
NA
110
NewEdge Advisors
Louisiana
$322K 13,151 -2 -0%
SS
111
Sunbelt Securities
Texas
$309K 12,698 +2,768 +28%
SW
112
SVB Wealth
Massachusetts
$309K 12,394 -3,324 -21%
AM
113
AGF Management
Ontario, Canada
$306K 12,303 -2,247 -15%
TI
114
Trexquant Investment
Connecticut
$290K 11,623 +11,623 New
M&T Bank
115
M&T Bank
New York
$287K 11,512 +11,512 New
ACA
116
Atlas Capital Advisors
Wyoming
$283K 11,351 -1,893 -14%
EWA
117
EP Wealth Advisors
California
$259K 1,773 +1,773 New
BCA
118
Bray Capital Advisors
Florida
$258K 10,340 – –
FTS
119
Fifth Third Securities
Ohio
$255K 10,218 -172 -2%
MWM
120
Mascoma Wealth Management
New Hampshire
$251K 10,030 -5,515 -35%
Prudential Financial
121
Prudential Financial
New Jersey
$249K 9,022 +9,022 New
PCH
122
PGIM Custom Harvest
New Jersey
$247K 9,898 – –
SC
123
SouthState Corp
Florida
$245K 9,850 – –
AWM
124
Accel Wealth Management
Iowa
$240K 9,624 +11 +0.1%
OIA
125
OneDigital Investment Advisors
Kansas
$234K 9,381 +140 +2%
3 4
5
6 7