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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

196 hedge funds and large institutions have $385M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
196
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
70
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$4.65M
2
Lido Advisors
2
Lido Advisors
California
$20.7M
3
AWM
3
AE Wealth Management
Kansas
$7.55M
4
MCM
4
MAI Capital Management
Ohio
$10.4M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$16.7M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$80.2M
2
AWC
2
Adamsbrown Wealth Consultants
Kansas
$512K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.93M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
101
TownSquare Capital
Utah
$437K 17,401 +17,401 New
Ameriprise
102
Ameriprise
Minnesota
$421K 16,770 +16,770 New
AM
103
AGF Management
Ontario, Canada
$420K 16,727 +4,424 +36%
MWM
104
Modera Wealth Management
New Jersey
$400K 15,959 +15,959 New
GRP
105
Global Retirement Partners
California
$393K 15,645 -558 -3%
TSS
106
Two Sigma Securities
New York
$388K 15,452 -22,394 -59%
AFP
107
Ausdal Financial Partners
Iowa
$369K 14,699 +565 +4%
AAS
108
Ameritas Advisory Services
Nebraska
$356K 14,152 -4,641 -25%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$346K 13,786 -38,109 -73%
HCA
110
Harbour Capital Advisors
Virginia
$333K 13,146 -3,827 -23%
CT
111
Colonial Trust
South Carolina
$332K 13,219 -574 -4%
NA
112
NewEdge Advisors
Louisiana
$328K 13,079 -72 -0.5%
SW
113
SVB Wealth
Massachusetts
$311K 12,394 – –
CPIG
114
Chicago Partners Investment Group
Illinois
$311K 12,225 +12,225 New
PIAS
115
PCA Investment Advisory Services
Ohio
$310K 12,372 -897 -7%
GWM
116
Grand Wealth Management
Michigan
$310K 12,357 +12,357 New
DI
117
Disciplined Investments
Oklahoma
$293K 11,663 -2,323 -17%
ACA
118
Atlas Capital Advisors
Wyoming
$285K 11,351 – –
OIA
119
OneDigital Investment Advisors
Kansas
$285K 11,342 +1,961 +21%
TI
120
Trexquant Investment
Connecticut
$264K 10,503 -1,120 -10%
BCA
121
Bray Capital Advisors
Florida
$259K 10,340 – –
Prudential Financial
122
Prudential Financial
New Jersey
$258K 10,295 +1,273 +14%
PCH
123
PGIM Custom Harvest
New Jersey
$237K 9,432 -466 -5%
TIM
124
Tortoise Investment Management
New York
$235K 9,358 +1,920 +26%
PA
125
PFG Advisors
Arizona
$231K 9,209 +9,209 New
3 4
5
6 7