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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$15.8M
2
CNC
2
Citizens & Northern Corp
Pennsylvania
$19.4M
3
BDF
3
Black Diamond Financial
Maryland
$11M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$2.8M
5
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$10.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$37.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$563K
3
DAS
3
Diversify Advisory Services
Utah
$1.76M
4
NL
4
NWAM LLC
Washington
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
DFG
101
Demars Financial Group
Washington
$364K 14,362 -842 -6%
MWM
102
Modera Wealth Management
New Jersey
$357K 14,105 +55 +0.4%
PA
103
PFG Advisors
Arizona
$349K 13,761 +4,584 +50%
ACA
104
Atlas Capital Advisors
Wyoming
$345K 13,613 -1,798 -12%
OIA
105
OneDigital Investment Advisors
Kansas
$336K 13,246 +20 +0.2%
FM
106
Foster & Motley
Ohio
$335K 13,212 -3,418 -21%
BOSSRA
107
B.O.S.S. Retirement Advisors
Utah
$334K 13,193 +13,193 New
CTA
108
Colonial Trust Advisors
South Carolina
$327K 12,909 -1,160 -8%
TCM
109
Tufton Capital Management
Maryland
$326K 12,878 -9,571 -43%
DI
110
Disciplined Investments
Oklahoma
$322K 12,699 – –
FWM
111
Fingerlakes Wealth Management
New York
$305K 12,025 +3,331 +38%
TC
112
TownSquare Capital
Utah
$296K 11,685 -3,201 -22%
CT
113
Colonial Trust
South Carolina
$296K 11,672 -2,053 -15%
AF
114
Apexium Financial
Texas
$293K 11,558 +85 +0.7%
AAS
115
Ameritas Advisory Services
Nebraska
$281K 11,080 +11,080 New
LA
116
Lynch & Associates
Indiana
$281K 11,071 +599 +6%
PCIA
117
Prime Capital Investment Advisors
Kansas
$278K 10,956 -3,940 -26%
PWM
118
Penobscot Wealth Management
Maine
$273K 10,814 -330 -3%
Jane Street
119
Jane Street
New York
$270K 10,647 -14,170 -57%
GWM
120
Grand Wealth Management
Michigan
$257K 10,158 -4,784 -32%
RSWM
121
Robertson Stephens Wealth Management
California
$251K 9,899 -21,149 -68%
MFG
122
Merit Financial Group
Georgia
$245K 9,670 -2,002 -17%
Citigroup
123
Citigroup
New York
$245K 9,650 +8,716 +933%
PIAS
124
PCA Investment Advisory Services
Ohio
$232K 9,148 -575 -6%
NFP
125
NorthLanding Financial Partners
New York
$227K 8,971 +148 +2%
3 4
5
6 7