FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
78
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$34.2M
2
RWP
2
RWA Wealth Partners
Massachusetts
$3.24M
3
AWM
3
AE Wealth Management
Kansas
$21.5M
4
WA
4
Win Advisors
Florida
$2.84M
5
AM
5
AGF Management
Ontario, Canada
$3.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$39.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DAS
3
Diversify Advisory Services
Utah
$1.23M
4
CAG
4
Crestwood Advisors Group
Massachusetts
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Grand Wealth Management
Michigan
$251K -$48K -1,628 -16%
TIM
127
Thompson Investment Management
Wisconsin
$251K +$3.8K +129 +2%
NA
128
NewEdge Advisors
Louisiana
$247K -$9.37K -318 -4%
SCA
129
Snowden Capital Advisors
New York
$245K -$7.19K -244 -3%
KBFS
130
Kohmann Bosshard Financial Services
Ohio
$241K – – –
PCIA
131
Prime Capital Investment Advisors
Kansas
$236K -$87.1K -2,955 -27%
AQR Capital Management
132
AQR Capital Management
Connecticut
$227K +$227K +7,684 New
PAG
133
Private Advisor Group
New Jersey
$220K -$17.5K -594 -7%
MWM
134
Merriman Wealth Management
Washington
$218K +$218K +7,396 New
MGW
135
MB Generational Wealth
Washington
$218K +$218K +7,396 New
RMF
136
Red Mountain Financial
Colorado
$217K +$217K +7,358 New
WSFS
137
Wilmington Savings Fund Society
Delaware
$206K +$206K +6,984 New
AA
138
Ancora Advisors
Ohio
$165K – – –
CFGS
139
Concourse Financial Group Securities
Alabama
$159K +$5.51K +187 +4%
AP
140
Aspect Partners
Virginia
$159K – – –
IA
141
IFP Advisors
Florida
$151K – – –
PS
142
Principal Securities
Iowa
$131K +$7.55K +256 +6%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$128K +$49.4K +1,675 +63%
AF
144
Advisornet Financial
Minnesota
$127K -$1.53K -52 -1%
William Blair & Company
145
William Blair & Company
Illinois
$126K -$5.63K -191 -4%
US Bancorp
146
US Bancorp
Minnesota
$124K – – –
Fidelity Investments
147
Fidelity Investments
Massachusetts
$93K -$19.5K -661 -17%
FP
148
Financial Perspectives
Minnesota
$88.1K +$648 +22 +0.7%
BBHC
149
Brown Brothers Harriman & Co
New York
$84.1K +$50.1K +1,701 +148%
SAM
150
Smartleaf Asset Management
Massachusetts
$83.7K +$48.5K +1,659 +138%
4 5
6
7 8