FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$2.84M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$2.77M
3
SC
Soundwatch Capital
Connecticut
+$2.24M
4
Lido Advisors
Lido Advisors
California
+$1.84M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.36M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.6M
2
DFG
Demars Financial Group
Washington
-$8.62M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.05M
4
ASN
Advisory Services Network
Georgia
-$3.61M
5
QC
Quadrature Capital
United Kingdom
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
101
EP Wealth Advisors
California
$407K -$13.2K -487 -3%
MWM
102
Mission Wealth Management
California
$397K -$13.1K -483 -3%
LFG
103
Larson Financial Group
Missouri
$390K +$114K +4,202 +41%
KP
104
Keel Point
Alabama
$390K -$72.3K -2,672 -16%
AFP
105
Ausdal Financial Partners
Iowa
$389K -$51.1K -1,890 -12%
BCM
106
Brookstone Capital Management
Illinois
$369K -$19.8K -731 -5%
SS
107
Sunbelt Securities
Texas
$357K -$144K -5,346 -29%
PWM
108
Penobscot Wealth Management
Maine
$355K +$7.57K +280 +2%
VWM
109
Venturi Wealth Management
Texas
$353K -$15.4K -570 -4%
TAP
110
Tounjian Advisory Partners
Florida
$329K -$10.1K -366 -3%
LA
111
Lynch & Associates
Indiana
$324K -$4.73K -175 -1%
IFA
112
Independence Financial Advisors
New Hampshire
$307K +$108 +4 +0%
MWM
113
Modera Wealth Management
New Jersey
$305K – – –
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$301K – – –
Bank of New York Mellon
115
Bank of New York Mellon
New York
$284K -$1.11M -41,156 -80%
DI
116
Disciplined Investments
Oklahoma
$281K – – –
SPC
117
Sigma Planning Corp
Michigan
$280K -$16.5K -612 -6%
DFG
118
Demars Financial Group
Washington
$269K -$8.62M -318,868 -97%
FM
119
Foster & Motley
Ohio
$268K +$27.7K +1,024 +12%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$266K +$46.3K +1,713 +21%
AF
121
Apexium Financial
Texas
$264K -$3.71K -137 -1%
NFP
122
NorthLanding Financial Partners
New York
$263K -$1.03K -38 -0.4%
Corient Private Wealth
123
Corient Private Wealth
Florida
$258K +$258K +9,551 New
RSWM
124
Robertson Stephens Wealth Management
California
$255K – – –
SCA
125
STALEY CAPITAL ADVISERS
Pennsylvania
$254K +$254K +9,389 New
3 4
5
6 7