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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

193 hedge funds and large institutions have $480M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
72
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.59M
2
CI
2
CX Institutional
Indiana
$2.52M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.98M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$2.54M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.36M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$174M
2
AI
2
Atria Investments
North Carolina
$1.49M
3
BFS
3
Bard Financial Services
Connecticut
$1.05M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.26M
5
LSIA
5
LaSalle St. Investment Advisors
Illinois
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
126
Hilltop Wealth Advisors
North Carolina
$217K 8,710 -6,445 -43%
William Blair & Company
127
William Blair & Company
Illinois
$211K 8,463 -4,627 -35%
MFG
128
Merit Financial Group
Georgia
$210K 8,444 +18 +0.2%
KBFS
129
Kohmann Bosshard Financial Services
Ohio
$204K 8,176 – –
KP
130
Keel Point
Alabama
$201K 8,057 -303 -4%
TIM
131
Tortoise Investment Management
New York
$185K 7,438 -6,305 -46%
AF
132
Allworth Financial
California
$157K 6,311 -608 -9%
AA
133
Ancora Advisors
Ohio
$139K 5,597 – –
US Bancorp
134
US Bancorp
Minnesota
$132K 5,285 -979 -16%
IA
135
IFP Advisors
Florida
$117K 4,914 +1,836 +60%
AF
136
Advisornet Financial
Minnesota
$114K 4,577 +279 +6%
CFGS
137
Concourse Financial Group Securities
Alabama
$109K 4,375 +3,043 +228%
BWM
138
BerganKDV Wealth Management
Minnesota
$97.5K 3,913 – –
CA
139
Crewe Advisors
Utah
$91.7K 3,681 +373 +11%
TCOV
140
Trust Company of Vermont
Vermont
$75.9K 3,045 – –
SPIA
141
Steward Partners Investment Advisory
New York
$72.3K 2,903 +1 +0%
FP
142
Financial Perspectives
Minnesota
$70.6K 2,834 +38 +1%
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$70.5K 2,830 -2,890 -51%
RA
144
Rise Advisors
New York
$69K 2,769 +37 +1%
TIM
145
Thompson Investment Management
Wisconsin
$64.8K 2,600 +2,600 New
SHIM
146
Stone House Investment Management
Pennsylvania
$55.1K 2,213 +2,213 New
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$52.1K 2,095 – –
PP
148
PrairieView Partners
Minnesota
$44K 1,785 +25 +1%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$44K 1,765 +856 +94%
LFG
150
Larson Financial Group
Missouri
$43.1K 1,730 +152 +10%
4 5
6
7 8