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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$25.8M
2
AWM
2
AE Wealth Management
Kansas
$12.6M
3
ASN
3
Advisory Services Network
Georgia
$3.47M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.63M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.57M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$42.9M
4
BTI
4
Blue Trust Inc
Georgia
$954K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
126
Lynch & Associates
Indiana
$273K +$33.1K +1,270 +14%
CA
127
Cetera Advisors
Colorado
$260K +$260K +9,949 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$255K +$217K +8,300 +559%
PIAS
129
PCA Investment Advisory Services
Ohio
$254K +$15.7K +601 +7%
RWM
130
Revisor Wealth Management
Ohio
$242K +$242K +9,160 New
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$240K +$240K +9,204 New
PA
132
PFG Advisors
Arizona
$239K +$20.2K +775 +9%
NFP
133
NorthLanding Financial Partners
New York
$230K -$299K -11,449 -56%
FWM
134
Fingerlakes Wealth Management
New York
$227K +$18.7K +716 +9%
ITB
135
Idaho Trust Bank
Idaho
$227K +$227K +8,694 New
TIM
136
Thompson Investment Management
Wisconsin
$215K +$10.1K +389 +5%
PAG
137
Private Advisor Group
New Jersey
$213K -$12.8K -491 -6%
KBFS
138
Kohmann Bosshard Financial Services
Ohio
$213K – – –
TB
139
Treynor Bancshares
Iowa
$205K +$287 +11 +0.1%
AWC
140
Adamsbrown Wealth Consultants
Kansas
$204K -$32K -1,228 -14%
SHIM
141
Stone House Investment Management
Pennsylvania
$202K +$144K +5,501 +246%
AQR Capital Management
142
AQR Capital Management
Connecticut
$200K – – –
AP
143
Aspect Partners
Virginia
$173K – – –
William Blair & Company
144
William Blair & Company
Illinois
$150K -$8.64K -331 -5%
RIA
145
Realta Investment Advisors
Delaware
$146K +$146K +5,600 New
AA
146
Ancora Advisors
Ohio
$146K – – –
CFGS
147
Concourse Financial Group Securities
Alabama
$135K +$16.4K +630 +14%
US Bancorp
148
US Bancorp
Minnesota
$120K -$13K -500 -10%
AF
149
Advisornet Financial
Minnesota
$113K +$1.1K +42 +1%
IA
150
IFP Advisors
Florida
$108K +$10.2K +390 +10%
4 5
6
7 8