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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

208 hedge funds and large institutions have $641M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
83
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$227M
2
DFG
2
Demars Financial Group
Washington
$11.7M
3
AWM
3
AE Wealth Management
Kansas
$24.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.3M
5
FPCP
5
Fort Point Capital Partners
California
$2.45M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
GGS
2
Galvin Gaustad & Stein
Arizona
$322K
3
WA
3
Win Advisors
Florida
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$393K -$32.3K -1,197 -8%
Jane Street
102
Jane Street
New York
$390K +$390K +14,420 New
PA
103
PFG Advisors
Arizona
$375K +$4.65K +172 +1%
VWM
104
Venturi Wealth Management
Texas
$374K -$12.6K -468 -3%
BTI
105
Blue Trust Inc
Georgia
$373K -$386K -14,273 -51%
SS
106
Sunbelt Securities
Texas
$353K -$569K -21,253 -62%
KPWS
107
Kestra Private Wealth Services
Texas
$352K +$352K +13,045 New
AAS
108
Ameritas Advisory Services
Nebraska
$322K +$322K +11,911 New
GGS
109
Galvin Gaustad & Stein
Arizona
$322K -$3.18M -117,670 -91%
TPW
110
Talon Private Wealth
Florida
$315K +$594 +22 +0.2%
MWM
111
Modera Wealth Management
New Jersey
$312K -$58K -2,148 -16%
KWA
112
Kingswood Wealth Advisors
California
$309K +$309K +11,423 New
ACA
113
Atlas Capital Advisors
Wyoming
$306K -$327K -12,090 -52%
LA
114
Lynch & Associates
Indiana
$306K -$5.19K -192 -2%
KBFS
115
Kohmann Bosshard Financial Services
Ohio
$301K +$79.8K +2,955 +36%
SPC
116
Sigma Planning Corp
Michigan
$299K -$788K -29,171 -72%
DI
117
Disciplined Investments
Oklahoma
$281K -$62.1K -2,300 -18%
CT
118
Colonial Trust
South Carolina
$277K -$99.9K -3,698 -27%
PFA
119
Pathway Financial Advisers
Indiana
$275K -$23.7K -877 -8%
PWM
120
Penobscot Wealth Management
Maine
$273K -$8.7K -322 -3%
KPWM
121
KDK Private Wealth Management
Texas
$269K +$269K +9,960 New
AF
122
Apexium Financial
Texas
$269K +$2.84K +105 +1%
RSWM
123
Robertson Stephens Wealth Management
California
$267K – – –
NFP
124
NorthLanding Financial Partners
New York
$261K +$18.5K +686 +8%
TCM
125
Tufton Capital Management
Maryland
$253K -$7.92K -293 -3%
3 4
5
6 7