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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 19 closing their positions.

Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
78
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$34.2M
2
RWP
2
RWA Wealth Partners
Massachusetts
$3.24M
3
AWM
3
AE Wealth Management
Kansas
$21.5M
4
WA
4
Win Advisors
Florida
$2.84M
5
AM
5
AGF Management
Ontario, Canada
$3.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$39.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DAS
3
Diversify Advisory Services
Utah
$1.23M
4
CAG
4
Crestwood Advisors Group
Massachusetts
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
101
Fingerlakes Wealth Management
New York
$423K 14,365 +2,340 +19%
VWM
102
Venturi Wealth Management
Texas
$421K 14,297 -1,139 -7%
CT
103
Colonial Trust
South Carolina
$411K 13,942 +2,270 +19%
PA
104
PFG Advisors
Arizona
$404K 13,710 -51 -0.4%
MWM
105
Modera Wealth Management
New Jersey
$403K 13,681 -424 -3%
Citigroup
106
Citigroup
New York
$397K 13,469 +3,819 +40%
DFG
107
Demars Financial Group
Washington
$392K 13,291 -1,071 -7%
DI
108
Disciplined Investments
Oklahoma
$374K 12,699 – –
TC
109
TownSquare Capital
Utah
$370K 12,554 +869 +7%
VWM
110
VCI Wealth Management
Missouri
$357K 12,103 -18,123 -60%
TPW
111
Talon Private Wealth
Florida
$343K 11,647 +11,647 New
LA
112
Lynch & Associates
Indiana
$339K 11,504 +433 +4%
PFA
113
Pathway Financial Advisers
Indiana
$326K 11,069 -7,247 -40%
PWM
114
Penobscot Wealth Management
Maine
$307K 10,421 -393 -4%
RSWM
115
Robertson Stephens Wealth Management
California
$292K 9,899 – –
AF
116
Apexium Financial
Texas
$290K 9,841 -1,717 -15%
FM
117
Foster & Motley
Ohio
$290K 9,826 -3,386 -26%
MWM
118
Meridian Wealth Management
Kentucky
$289K 9,797 +9,797 New
ECA
119
Elevated Capital Advisors
Utah
$285K 9,675 +9,675 New
TCM
120
Tufton Capital Management
Maryland
$285K 9,656 -3,222 -25%
PIAS
121
PCA Investment Advisory Services
Ohio
$271K 9,176 +28 +0.3%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$266K 9,033 -12,162 -57%
NFP
123
NorthLanding Financial Partners
New York
$265K 8,976 +5 +0.1%
CTA
124
Colonial Trust Advisors
South Carolina
$259K 8,775 -4,134 -32%
MFG
125
Merit Financial Group
Georgia
$258K 8,738 -932 -10%
3 4
5
6 7