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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

199 hedge funds and large institutions have $461M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-9
Holders Change %
-4.33%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
88
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$5.28M
3
AM
AGF Management
Ontario, Canada
$8.2M
4
AWM
AE Wealth Management
Kansas
$28.2M
5
HCA
Heck Capital Advisors
Wisconsin
$5.74M

Top Sellers

1
EP
Essential Planning
New Hampshire
$3.55M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$33.4M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$0
4
Lido Advisors
Lido Advisors
California
$31.7M
5
Citadel Advisors
Citadel Advisors
Florida
$341K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
126
Tufton Capital Management
Maryland
$243K -$14.4K -525 -6%
TIM
127
Thompson Investment Management
Wisconsin
$242K +$7.06K +257 +3%
TPW
128
Talon Private Wealth
Florida
$236K -$84.4K -3,071 -26%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$223K +$36.9K +1,344 +20%
WSFS
130
Wilmington Savings Fund Society
Delaware
$220K +$28.3K +1,032 +15%
SCA
131
Snowden Capital Advisors
New York
$219K -$11.6K -422 -5%
BIG
132
Brookwood Investment Group
Arizona
$213K +$213K +7,760 New
AQR Capital Management
133
AQR Capital Management
Connecticut
$211K – – –
MFG
134
Merit Financial Group
Georgia
$210K +$210K +7,654 New
MGW
135
MB Generational Wealth
Washington
$203K +$203K +7,396 New
CIAS
136
Capital Investment Advisory Services
North Carolina
$193K +$137K +5,001 +248%
SHIM
137
Stone House Investment Management
Pennsylvania
$169K +$169K +6,167 New
PS
138
Principal Securities
Iowa
$168K +$33.9K +1,253 +25%
CTA
139
Colonial Trust Advisors
South Carolina
$160K -$74.4K -2,708 -32%
AA
140
Ancora Advisors
Ohio
$154K – – –
Fidelity Investments
141
Fidelity Investments
Massachusetts
$152K +$7.94K +289 +6%
SAM
142
Smartleaf Asset Management
Massachusetts
$132K +$41.1K +1,511 +45%
AP
143
Aspect Partners
Virginia
$115K -$32.6K -1,187 -22%
US Bancorp
144
US Bancorp
Minnesota
$115K – – –
William Blair & Company
145
William Blair & Company
Illinois
$92.2K -$20.1K -730 -18%
FP
146
Financial Perspectives
Minnesota
$83.6K +$769 +28 +0.9%
BBHC
147
Brown Brothers Harriman & Co
New York
$65.5K – – –
CFB
148
Cullen/Frost Bankers
Texas
$63.3K +$63.3K +2,305 New
FFO
149
Fortitude Family Office
Arizona
$58.3K +$549 +20 +1%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$49.3K – – –
4 5
6
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