FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

177 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 30 closing their positions.

Holders
177
Holders Change
-19
Holders Change %
-9.69%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
83
Reduced
54
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.49M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.84M
4
DI
4
DFPG Investments
Utah
$2.41M
5
Lido Advisors
5
Lido Advisors
California
$20M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$56.7M
2
LSIA
2
LaSalle St. Investment Advisors
Illinois
$0
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AFP
101
Ausdal Financial Partners
Iowa
$356K 15,651 +952 +6%
GRP
102
Global Retirement Partners
California
$354K 16,018 +373 +2%
TSS
103
Two Sigma Securities
New York
$335K 14,746 -706 -5%
CT
104
Colonial Trust
South Carolina
$314K 13,819 +600 +5%
HCA
105
Harbour Capital Advisors
Virginia
$298K 13,086 -60 -0.5%
PIAS
106
PCA Investment Advisory Services
Ohio
$295K 12,974 +602 +5%
AWC
107
Adamsbrown Wealth Consultants
Kansas
$289K 12,710 -7,681 -38%
MFG
108
Merit Financial Group
Georgia
$287K 12,633 +4,304 +52%
KP
109
Keel Point
Alabama
$285K 12,513 -5,499 -31%
NA
110
NewEdge Advisors
Louisiana
$282K 12,408 -671 -5%
SW
111
SVB Wealth
Massachusetts
$273K 12,012 -382 -3%
DI
112
Disciplined Investments
Oklahoma
$265K 11,663 – –
OIA
113
OneDigital Investment Advisors
Kansas
$263K 11,573 +231 +2%
ACA
114
Atlas Capital Advisors
Wyoming
$244K 10,722 -629 -6%
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$238K 10,479 -3,307 -24%
PA
116
PFG Advisors
Arizona
$218K 9,593 +384 +4%
PCH
117
PGIM Custom Harvest
New Jersey
$215K 9,432 – –
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$207K 9,107 +9,107 New
AA
119
Ancora Advisors
Ohio
$127K 5,597 – –
US Bancorp
120
US Bancorp
Minnesota
$119K 5,243 – –
MWM
121
Mascoma Wealth Management
New Hampshire
$117K 5,150 -1,850 -26%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$115K 5,048 +5,048 New
CFGS
123
Concourse Financial Group Securities
Alabama
$110K 4,844 +117 +2%
AF
124
Advisornet Financial
Minnesota
$105K 4,601 -19 -0.4%
IA
125
IFP Advisors
Florida
$85.2K 3,745 +300 +9%
3 4
5
6 7