FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$25.8M
2
AWM
2
AE Wealth Management
Kansas
$12.6M
3
ASN
3
Advisory Services Network
Georgia
$3.47M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.63M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.57M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$42.9M
4
BTI
4
Blue Trust Inc
Georgia
$954K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
101
Clarity Asset Management
Iowa
$430K 16,489 -691 -4%
RCAG
102
Rehmann Capital Advisory Group
Michigan
$430K 16,487 – –
TRCT
103
Tower Research Capital (TRC)
New York
$413K 15,834 -43,474 -73%
IAG
104
Investmark Advisory Group
Connecticut
$413K 15,826 +1,614 +11%
AFP
105
Ausdal Financial Partners
Iowa
$411K 15,758 +831 +6%
ACA
106
Atlas Capital Advisors
Wyoming
$402K 15,411 +4,100 +36%
DFG
107
Demars Financial Group
Washington
$397K 15,204 +489 +3%
GWM
108
Grand Wealth Management
Michigan
$390K 14,942 +1,326 +10%
PCIA
109
Prime Capital Investment Advisors
Kansas
$389K 14,896 +14,896 New
TC
110
TownSquare Capital
Utah
$388K 14,886 -62 -0.4%
CTA
111
Colonial Trust Advisors
South Carolina
$367K 14,069 -3,368 -19%
MWM
112
Modera Wealth Management
New Jersey
$367K 14,050 +1,463 +12%
CT
113
Colonial Trust
South Carolina
$358K 13,725 -446 -3%
OIA
114
OneDigital Investment Advisors
Kansas
$345K 13,226 -1,146 -8%
DI
115
Disciplined Investments
Oklahoma
$331K 12,699 +1,036 +9%
WSFS
116
Wilmington Savings Fund Society
Delaware
$309K 11,860 +11,860 New
AF
117
Apexium Financial
Texas
$299K 11,473 -2,383 -17%
SCA
118
Snowden Capital Advisors
New York
$293K 11,236 +3,272 +41%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$293K 11,234 +1,854 +20%
PWM
120
Penobscot Wealth Management
Maine
$291K 11,144 -1,936 -15%
MFG
121
Merit Financial Group
Georgia
$286K 11,672 -1,093 -9%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$285K 10,912 +10,912 New
NA
123
NewEdge Advisors
Louisiana
$281K 10,755 -1,721 -14%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$279K 10,687 +10,687 New
Renaissance Technologies
125
Renaissance Technologies
New York
$277K 10,600 +10,600 New
3 4
5
6 7