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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

204 hedge funds and large institutions have $375M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+27
Holders Change %
+15.25%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
67
Reduced
67
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.52M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$2.29M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.29M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$10M
5
AWM
5
AE Wealth Management
Kansas
$10.1M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$46.5M
2
RWMH
2
Riverpoint Wealth Management Holdings
Illinois
$9.35M
3
FSC
3
Full Sail Capital
Oklahoma
$1.59M
4
AT
4
American Trust
Kentucky
$0
5
CAG
5
Crestwood Advisors Group
Massachusetts
$877K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWC
126
Adamsbrown Wealth Consultants
Kansas
$241K -$97.5K -3,657 -29%
PAG
127
Private Advisor Group
New Jersey
$231K +$231K +8,671 New
PA
128
PFG Advisors
Arizona
$224K -$31.7K -1,191 -12%
KBFS
129
Kohmann Bosshard Financial Services
Ohio
$218K +$218K +8,176 New
RMF
130
Red Mountain Financial
Colorado
$214K +$214K +8,019 New
CI
131
Cordant Inc
Oregon
$213K +$213K +8,000 New
FWM
132
Fingerlakes Wealth Management
New York
$213K +$213K +7,978 New
SCA
133
Snowden Capital Advisors
New York
$212K +$212K +7,964 New
TB
134
Treynor Bancshares
Iowa
$209K +$209K +7,844 New
TIM
135
Thompson Investment Management
Wisconsin
$209K +$135K +5,083 +185%
AAS
136
Ameritas Advisory Services
Nebraska
$207K +$207K +7,856 New
AQR Capital Management
137
AQR Capital Management
Connecticut
$205K +$205K +7,684 New
AP
138
Aspect Partners
Virginia
$176K +$176K +6,613 New
William Blair & Company
139
William Blair & Company
Illinois
$162K +$90.6K +3,398 +126%
AA
140
Ancora Advisors
Ohio
$149K – – –
US Bancorp
141
US Bancorp
Minnesota
$136K -$3.94K -148 -3%
CFGS
142
Concourse Financial Group Securities
Alabama
$121K -$8.45K -317 -7%
AF
143
Advisornet Financial
Minnesota
$114K -$8.29K -311 -7%
IA
144
IFP Advisors
Florida
$99.8K – – –
MWM
145
Mascoma Wealth Management
New Hampshire
$90.6K -$46.6K -1,750 -34%
FP
146
Financial Perspectives
Minnesota
$77.6K +$586 +22 +0.8%
PS
147
Principal Securities
Iowa
$64K +$64K +2,402 New
SHIM
148
Stone House Investment Management
Pennsylvania
$59.7K +$4.21K +158 +8%
RA
149
Rise Advisors
New York
$56.7K -$8.53K -320 -13%
FFO
150
Fortitude Family Office
Arizona
$54.1K +$54.1K +2,029 New
4 5
6
7 8