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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

214 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Real Estate Index ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
35
Increased
81
Reduced
63
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.3M
3
AI
3
Atria Investments
North Carolina
$4.3M
4
SIA
4
Soltis Investment Advisors
Utah
$4.59M
5
Lido Advisors
5
Lido Advisors
California
$24M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$633M
2
BCM
2
Brookstone Capital Management
Illinois
$7.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15.6M
4
WA
4
Wealthstar Advisors
Texas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$284K -$727K -22,445 -72%
RRWA
127
Rainey & Randall Wealth Advisors
Florida
$282K +$282K +8,721 New
PPW
128
Pinnacle Private Wealth
Massachusetts
$278K +$38.5K +1,188 +16%
TB
129
Treynor Bancshares
Iowa
$270K – – –
KBFS
130
Kohmann Bosshard Financial Services
Ohio
$265K +$265K +8,176 New
CW
131
CreativeOne Wealth
Kansas
$263K +$263K +8,123 New
LA
132
Lynch & Associates
Indiana
$259K +$10.4K +320 +4%
SC
133
SouthState Corp
Florida
$259K +$214K +6,610 +477%
VAM
134
Verity Asset Management
North Carolina
$256K +$256K +7,902 New
MWM
135
Merriman Wealth Management
Washington
$240K – – –
YIH
136
Y-Intercept (HK)
Hong Kong
$240K +$240K +7,414 New
UCFA
137
United Capital Financial Advisors
Texas
$238K +$583 +18 +0.2%
Ameriprise
138
Ameriprise
Minnesota
$232K +$232K +7,125 New
GCWM
139
Graham Capital Wealth Management
District of Columbia
$226K +$226K +6,987 New
RCAG
140
Rehmann Capital Advisory Group
Michigan
$213K -$1.64M -50,776 -89%
TPWA
141
TRUE Private Wealth Advisors
Oregon
$208K -$153K -4,955 -42%
BWM
142
BerganKDV Wealth Management
Minnesota
$205K -$20.6K -637 -9%
AA
143
Ancora Advisors
Ohio
$175K -$524K -16,200 -75%
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$134K – – –
SPIA
145
Steward Partners Investment Advisory
New York
$115K -$5.21K -161 -4%
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$102K +$102K +3,160 New
GM
147
GeoWealth Management
Illinois
$100K +$100K +3,078 New
RA
148
Rise Advisors
New York
$91K +$358 +11 +0.4%
FP
149
Financial Perspectives
Minnesota
$90.3K +$97 +3 +0.1%
CA
150
Crewe Advisors
Utah
$88K +$88K +2,698 New
4 5
6
7 8