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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $881M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 32 closing their positions.

Holders
206
Holders Change
-8
Holders Change %
-3.74%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
82
Reduced
61
Closed
32
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$9.26M
2
VWM
2
Venturi Wealth Management
Texas
$2.23M
3
AWC
3
Adamsbrown Wealth Consultants
Kansas
$3.3M
4
Jane Street
4
Jane Street
New York
$1.72M
5
BDF
5
Black Diamond Financial
Maryland
$6.61M

Top Sellers

1
WSFS
1
Wilmington Savings Fund Society
Delaware
$37.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.45M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$521M
5
CWM
5
Capital Wealth Management
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
126
Enterprise Financial Services Corp (EFSC)
Missouri
$244K +$244K +8,983 New
RRWA
127
Rainey & Randall Wealth Advisors
Florida
$239K +$2.01K +74 +0.8%
PAG
128
Private Advisor Group
New Jersey
$232K -$6.08K -224 -3%
TB
129
Treynor Bancshares
Iowa
$227K – – –
LA
130
Lynch & Associates
Indiana
$217K -$190 -7 -0.1%
SF
131
Synovus Financial
Georgia
$216K -$63.7K -2,345 -23%
BWM
132
BCS Wealth Management
Tennessee
$213K +$213K +7,827 New
CW
133
CreativeOne Wealth
Kansas
$204K -$15.9K -589 -7%
MWM
134
Merriman Wealth Management
Washington
$201K -$625 -23 -0.3%
BC
135
Bartlett & Co
Ohio
$179K +$179K +6,584 New
BCWM
136
Bartlett & Co Wealth Management
Ohio
$179K +$179K +6,584 New
BWM
137
BerganKDV Wealth Management
Minnesota
$172K +$54 +2 +0%
AF
138
Allworth Financial
California
$157K +$157K +5,790 New
AA
139
Ancora Advisors
Ohio
$152K +$5K +184 +3%
CA
140
Crewe Advisors
Utah
$99K +$25.8K +951 +35%
SWM
141
SeaCrest Wealth Management
New York
$96K +$96K +3,533 New
TCOV
142
Trust Company of Vermont
Vermont
$83K +$83K +3,045 New
FP
143
Financial Perspectives
Minnesota
$75.8K +$54 +2 +0.1%
SPIA
144
Steward Partners Investment Advisory
New York
$75K -$21.2K -782 -22%
RA
145
Rise Advisors
New York
$73K -$2.91K -107 -4%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$63K +$9.06K +336 +17%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$57K – – –
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$54K +$8.95K +332 +20%
IA
149
IFP Advisors
Florida
$52K – – –
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$50K -$36K -1,323 -42%
4 5
6
7 8