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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

157 hedge funds and large institutions have $772M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
61
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$463M
2
WSFS
2
Wilmington Savings Fund Society
Delaware
$50.4M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$7.62M
4
AAS
4
Avantax Advisory Services
Texas
$5.44M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$29.5M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$4.52M
2
BCM
2
Beaumont Capital Management
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.96M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.92M
5
PCS
5
Personal CFO Solutions
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
126
TCI Wealth Advisors
Arizona
$22K – – –
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$2.69K -96 -12%
VNA
128
Valley National Advisers
Pennsylvania
$18K – – –
CWA
129
Clearview Wealth Advisors
Oregon
$17K +$113 +4 +0.7%
EVM
130
Eaton Vance Management
Massachusetts
$14K +$14K +500 New
CFD
131
Creative Financial Designs
Indiana
$12K -$27 -1 -0.2%
CAC
132
Certified Advisory Corp
Florida
$12K +$12K +437 New
AA
133
AlphaMark Advisors
Kentucky
$10K – – –
CIAS
134
Capital Investment Advisory Services
North Carolina
$10K – – –
IRC
135
Investors Research Corp
Georgia
$10K – – –
CB
136
CNB Bank
Pennsylvania
$9K +$9K +330 New
BWP
137
Baldwin Wealth Partners
Massachusetts
$8K +$8K +279 New
CWM
138
Cranbrook Wealth Management
Michigan
$8K +$8K +298 New
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
SWM
140
Spire Wealth Management
Virginia
$7K +$7K +250 New
FCA
141
FinTrust Capital Advisors
South Carolina
$6K – – –
PGAM
142
Princeton Global Asset Management
New Jersey
$6K – – –
BFG
143
Baron Financial Group
New Jersey
$5.42K – – –
Simplex Trading
144
Simplex Trading
Illinois
$5K +$5K +200 New
APC
145
Aspire Private Capital
North Carolina
$4K +$4K +158 New
HS
146
Horan Securities
United States
$3K – – –
GI
147
Gradient Investments
Minnesota
$3K +$1.42K +51 +89%
MFT
148
Moisand Fitzgerald Tamayo
Florida
$2K – – –
CA
149
Clearstead Advisors
Ohio
$2K – – –
CFA
150
Carroll Financial Associates
North Carolina
$1K – – –
3 4 5
6
7