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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

208 hedge funds and large institutions have $641M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
83
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$227M
2
DFG
2
Demars Financial Group
Washington
$11.7M
3
AWM
3
AE Wealth Management
Kansas
$24.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.3M
5
FPCP
5
Fort Point Capital Partners
California
$2.45M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
GGS
2
Galvin Gaustad & Stein
Arizona
$322K
3
WA
3
Win Advisors
Florida
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$251K +$112K +4,137 +81%
TIM
127
Thompson Investment Management
Wisconsin
$231K +$1.35K +50 +0.6%
PIAS
128
PCA Investment Advisory Services
Ohio
$231K -$17K -629 -7%
CTA
129
Colonial Trust Advisors
South Carolina
$230K -$6.62K -245 -3%
FM
130
Foster & Motley
Ohio
$227K -$38.6K -1,427 -15%
SCA
131
Snowden Capital Advisors
New York
$227K +$2.46K +91 +1%
NA
132
NewEdge Advisors
Louisiana
$226K +$81 +3 +0%
AQR Capital Management
133
AQR Capital Management
Connecticut
$208K – – –
PCIA
134
Prime Capital Investment Advisors
Kansas
$203K -$13.3K -493 -6%
Corient Private Wealth
135
Corient Private Wealth
Florida
$202K +$202K +7,489 New
WSFS
136
Wilmington Savings Fund Society
Delaware
$189K – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$183K +$66.1K +2,451 +57%
AA
138
Ancora Advisors
Ohio
$151K – – –
LFG
139
Larson Financial Group
Missouri
$146K +$112K +4,155 +331%
AP
140
Aspect Partners
Virginia
$146K – – –
Fidelity Investments
141
Fidelity Investments
Massachusetts
$142K +$56.7K +2,099 +67%
CFGS
142
Concourse Financial Group Securities
Alabama
$136K -$11.4K -417 -8%
PS
143
Principal Securities
Iowa
$134K +$14.2K +527 +12%
TRCT
144
Tower Research Capital (TRC)
New York
$123K +$123K +4,560 New
US Bancorp
145
US Bancorp
Minnesota
$113K – – –
William Blair & Company
146
William Blair & Company
Illinois
$110K -$4.89K -181 -4%
SAM
147
Smartleaf Asset Management
Massachusetts
$89.5K +$12.8K +479 +17%
FP
148
Financial Perspectives
Minnesota
$81.5K +$675 +25 +0.8%
BBHC
149
Brown Brothers Harriman & Co
New York
$64.4K -$12.7K -469 -16%
FFO
150
Fortitude Family Office
Arizona
$56.8K +$459 +17 +0.8%
4 5
6
7 8