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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$15.8M
2
CNC
2
Citizens & Northern Corp
Pennsylvania
$19.4M
3
BDF
3
Black Diamond Financial
Maryland
$11M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$2.8M
5
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$10.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$37.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$563K
3
DAS
3
Diversify Advisory Services
Utah
$1.76M
4
NL
4
NWAM LLC
Washington
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$220K -$52.5K -2,073 -19%
SCA
127
Snowden Capital Advisors
New York
$217K -$68K -2,683 -24%
TIM
128
Thompson Investment Management
Wisconsin
$212K +$3.67K +145 +2%
KBFS
129
Kohmann Bosshard Financial Services
Ohio
$207K – – –
PAG
130
Private Advisor Group
New Jersey
$204K -$2.86K -113 -1%
TRCT
131
Tower Research Capital (TRC)
New York
$189K -$212K -8,357 -53%
AA
132
Ancora Advisors
Ohio
$142K – – –
AP
133
Aspect Partners
Virginia
$137K -$31K -1,225 -19%
CFGS
134
Concourse Financial Group Securities
Alabama
$132K +$1.47K +58 +1%
IA
135
IFP Advisors
Florida
$130K +$25.4K +1,001 +24%
RIA
136
Realta Investment Advisors
Delaware
$120K -$22.2K -875 -16%
William Blair & Company
137
William Blair & Company
Illinois
$113K -$32.9K -1,300 -23%
AF
138
Advisornet Financial
Minnesota
$111K +$1.06K +42 +1%
US Bancorp
139
US Bancorp
Minnesota
$106K -$10K -395 -9%
PS
140
Principal Securities
Iowa
$106K +$11.7K +463 +12%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$96.6K -$151K -5,972 -61%
SHIM
142
Stone House Investment Management
Pennsylvania
$89K -$107K -4,225 -55%
FP
143
Financial Perspectives
Minnesota
$75.2K +$735 +29 +1%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$67K +$53.3K +2,116 +388%
FFO
145
Fortitude Family Office
Arizona
$52.4K +$507 +20 +1%
PP
146
PrairieView Partners
Minnesota
$47K +$453 +18 +1%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$45K – – –
BFPW
148
BOK Financial Private Wealth
Colorado
$42.2K – – –
GI
149
Gradient Investments
Minnesota
$40.3K +$40.3K +1,589 New
RA
150
Rise Advisors
New York
$31.2K +$304 +12 +1%
4 5
6
7 8