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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

205 hedge funds and large institutions have $432M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
205
Holders Change
+6
Holders Change %
+3.02%
% of All Funds
2.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$2.86M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$2.77M
3
SC
3
Soundwatch Capital
Connecticut
$2.24M
4
Lido Advisors
4
Lido Advisors
California
$33M
5
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$1.23M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.4M
2
DFG
2
Demars Financial Group
Washington
$269K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.15M
4
ASN
4
Advisory Services Network
Georgia
$575K
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
126
Pathway Financial Advisers
Indiana
$241K 8,924 -230 -3%
TIM
127
Thompson Investment Management
Wisconsin
$239K 8,846 +38 +0.4%
TCM
128
Tufton Capital Management
Maryland
$238K 8,838 – –
PWM
129
PBMares Wealth Management
Virginia
$236K 8,713 +8,713 New
BTI
130
Blue Trust Inc
Georgia
$234K 8,666 -4,351 -33%
AAS
131
Ameritas Advisory Services
Nebraska
$230K 8,516 -3,451 -29%
TPW
132
Talon Private Wealth
Florida
$222K 8,208 -390 -5%
PAS
133
Park Avenue Securities
New York
$220K 8,129 -29,557 -78%
SF
134
Summit Financial
New Jersey
$218K 8,044 +8,044 New
ACA
135
Atlas Capital Advisors
Wyoming
$217K 8,039 -9,320 -54%
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$217K 8,033 -2,983 -27%
WSFS
137
Wilmington Savings Fund Society
Delaware
$217K 8,016 – –
GGS
138
Galvin Gaustad & Stein
Arizona
$209K 7,744 +7,744 New
GWM
139
Grand Wealth Management
Michigan
$209K 7,731 +7,731 New
CT
140
Colonial Trust
South Carolina
$208K 7,694 -2,550 -25%
AQR Capital Management
141
AQR Capital Management
Connecticut
$208K 7,684 – –
BWM
142
BCS Wealth Management
Tennessee
$205K 7,578 -5,017 -40%
MFG
143
Merit Financial Group
Georgia
$204K 7,562 -92 -1%
PS
144
Principal Securities
Iowa
$184K 6,791 +584 +9%
CIAS
145
Capital Investment Advisory Services
North Carolina
$179K 6,610 -409 -6%
CTA
146
Colonial Trust Advisors
South Carolina
$163K 6,016 +194 +3%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$159K 5,886 +345 +6%
AA
148
Ancora Advisors
Ohio
$151K 5,597 – –
AP
149
Aspect Partners
Virginia
$114K 4,201 – –
US Bancorp
150
US Bancorp
Minnesota
$114K 4,200 – –
4 5
6
7 8