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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

199 hedge funds and large institutions have $461M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
199
Holders Change
-9
Holders Change %
-4.33%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
88
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.4M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.28M
3
AM
3
AGF Management
Ontario, Canada
$8.2M
4
AWM
4
AE Wealth Management
Kansas
$28.2M
5
HCA
5
Heck Capital Advisors
Wisconsin
$5.74M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.55M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$33.4M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$0
4
Lido Advisors
4
Lido Advisors
California
$31.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$341K
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
101
Fingerlakes Wealth Management
New York
$418K 15,201 +274 +2%
MWM
102
Mission Wealth Management
California
$416K 15,147 -659 -4%
BCM
103
Brookstone Capital Management
Illinois
$395K 14,391 -4,253 -23%
VWM
104
Venturi Wealth Management
Texas
$375K 13,636 -193 -1%
BTI
105
Blue Trust Inc
Georgia
$358K 13,017 -780 -6%
PWM
106
Penobscot Wealth Management
Maine
$353K 12,866 +2,767 +27%
BWM
107
BCS Wealth Management
Tennessee
$346K 12,595 -3,428 -21%
Citadel Advisors
108
Citadel Advisors
Florida
$341K 12,404 -35,308 -74%
TAP
109
Tounjian Advisory Partners
Florida
$339K 12,352 +12,352 New
LA
110
Lynch & Associates
Indiana
$334K 12,147 +835 +7%
AAS
111
Ameritas Advisory Services
Nebraska
$326K 11,967 +56 +0.5%
IFA
112
Independence Financial Advisors
New Hampshire
$311K 11,332 +11,332 New
MWM
113
Modera Wealth Management
New Jersey
$310K 11,267 -266 -2%
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$306K 11,131 – –
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
$303K 11,016 +11,016 New
SPC
116
Sigma Planning Corp
Michigan
$301K 10,949 -120 -1%
DI
117
Disciplined Investments
Oklahoma
$286K 10,399 – –
CT
118
Colonial Trust
South Carolina
$281K 10,244 – –
LFG
119
Larson Financial Group
Missouri
$281K 10,237 +4,825 +89%
AF
120
Apexium Financial
Texas
$272K 9,894 -52 -0.5%
NFP
121
NorthLanding Financial Partners
New York
$268K 9,764 +102 +1%
KPWM
122
KDK Private Wealth Management
Texas
$268K 9,751 -209 -2%
RSWM
123
Robertson Stephens Wealth Management
California
$259K 9,440 -459 -5%
PFA
124
Pathway Financial Advisers
Indiana
$251K 9,154 -1,038 -10%
FM
125
Foster & Motley
Ohio
$244K 8,869 +470 +6%
3 4
5
6 7