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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

204 hedge funds and large institutions have $375M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 11 closing their positions.

Holders
204
Holders Change
+27
Holders Change %
+15.25%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
67
Reduced
67
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.52M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$2.29M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.29M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$10M
5
AWM
5
AE Wealth Management
Kansas
$10.1M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$46.5M
2
RWMH
2
Riverpoint Wealth Management Holdings
Illinois
$9.35M
3
FSC
3
Full Sail Capital
Oklahoma
$1.59M
4
AT
4
American Trust
Kentucky
$0
5
CAG
5
Crestwood Advisors Group
Massachusetts
$877K
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$482K 18,102 -27,034 -60%
CTA
102
Colonial Trust Advisors
South Carolina
$465K 17,437 -3,066 -15%
CAM
103
Clarity Asset Management
Iowa
$458K 17,180 +17,180 New
GRP
104
Global Retirement Partners
California
$455K 17,436 +1,418 +9%
SSWM
105
Smith Salley Wealth Management
North Carolina
$451K 16,918 +24 +0.1%
SS
106
Sunbelt Securities
Texas
$451K 16,911 -3,970 -19%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$439K 16,487 -2,420 -13%
TC
108
TownSquare Capital
Utah
$398K 14,948 -883 -6%
AFP
109
Ausdal Financial Partners
Iowa
$398K 14,927 -724 -5%
DFG
110
Demars Financial Group
Washington
$392K 14,715 -13,103 -47%
OIA
111
OneDigital Investment Advisors
Kansas
$383K 14,372 +2,799 +24%
IAG
112
Investmark Advisory Group
Connecticut
$379K 14,212 -3,926 -22%
CT
113
Colonial Trust
South Carolina
$378K 14,171 +352 +3%
AF
114
Apexium Financial
Texas
$369K 13,856 -13,192 -49%
GWM
115
Grand Wealth Management
Michigan
$363K 13,616 -2,581 -16%
PWM
116
Penobscot Wealth Management
Maine
$349K 13,080 +13,080 New
MFG
117
Merit Financial Group
Georgia
$340K 12,765 +132 +1%
MWM
118
Modera Wealth Management
New Jersey
$335K 12,587 -3,589 -22%
NA
119
NewEdge Advisors
Louisiana
$332K 12,476 +68 +0.5%
DI
120
Disciplined Investments
Oklahoma
$311K 11,663 – –
ACA
121
Atlas Capital Advisors
Wyoming
$301K 11,311 +589 +5%
PCH
122
PGIM Custom Harvest
New Jersey
$251K 9,432 – –
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$250K 9,380 +9,380 New
LA
124
Lynch & Associates
Indiana
$245K 9,202 +9,202 New
PIAS
125
PCA Investment Advisory Services
Ohio
$243K 9,122 -3,852 -30%
3 4
5
6 7