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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

196 hedge funds and large institutions have $385M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
70
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$4.65M
2
Lido Advisors
2
Lido Advisors
California
$20.7M
3
AWM
3
AE Wealth Management
Kansas
$7.55M
4
MCM
4
MAI Capital Management
Ohio
$10.4M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$16.7M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$80.2M
2
AWC
2
Adamsbrown Wealth Consultants
Kansas
$512K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.93M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
126
CX Institutional
Indiana
$227K -$2.33M -92,770 -91%
FTS
127
Fifth Third Securities
Ohio
$219K -$37.4K -1,490 -15%
MFG
128
Merit Financial Group
Georgia
$209K -$2.89K -115 -1%
KBFS
129
Kohmann Bosshard Financial Services
Ohio
$205K – – –
MWM
130
Mascoma Wealth Management
New Hampshire
$175K -$76K -3,030 -30%
RIA
131
Realta Investment Advisors
Delaware
$141K +$141K +5,600 New
AA
132
Ancora Advisors
Ohio
$140K – – –
US Bancorp
133
US Bancorp
Minnesota
$132K -$1.05K -42 -0.8%
William Blair & Company
134
William Blair & Company
Illinois
$127K -$85.8K -3,420 -40%
CFGS
135
Concourse Financial Group Securities
Alabama
$119K +$8.83K +352 +8%
AF
136
Advisornet Financial
Minnesota
$116K +$1.08K +43 +0.9%
SC
137
SouthState Corp
Florida
$112K -$135K -5,386 -55%
IA
138
IFP Advisors
Florida
$86.5K -$36.9K -1,469 -30%
TCOV
139
Trust Company of Vermont
Vermont
$76.4K – – –
SPIA
140
Steward Partners Investment Advisory
New York
$73.1K +$276 +11 +0.4%
FP
141
Financial Perspectives
Minnesota
$71.8K +$677 +27 +1%
TIM
142
Thompson Investment Management
Wisconsin
$68.3K +$3.04K +121 +5%
CA
143
Crewe Advisors
Utah
$66.8K -$25.6K -1,020 -28%
ST
144
Smithfield Trust
Pennsylvania
$63K +$63K +2,520 New
RA
145
Rise Advisors
New York
$61.9K -$7.55K -301 -11%
RMA
146
Roffman Miller Associates
Pennsylvania
$57.7K +$57.7K +2,300 New
SHIM
147
Stone House Investment Management
Pennsylvania
$57.3K +$1.78K +71 +3%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$54.6K +$10.3K +410 +23%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$52.5K – – –
IBOK
150
Independence Bank of Kentucky
Kentucky
$50.2K +$50.2K +2,000 New
4 5
6
7 8