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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$2.84M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$2.77M
3
SC
Soundwatch Capital
Connecticut
+$2.24M
4
Lido Advisors
Lido Advisors
California
+$1.84M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.36M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.6M
2
DFG
Demars Financial Group
Washington
-$8.62M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.05M
4
ASN
Advisory Services Network
Georgia
-$3.61M
5
QC
Quadrature Capital
United Kingdom
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWM
126
KDK Private Wealth Management
Texas
$253K -$11K -408 -4%
PFA
127
Pathway Financial Advisers
Indiana
$241K -$6.22K -230 -3%
TIM
128
Thompson Investment Management
Wisconsin
$239K +$1.03K +38 +0.4%
TCM
129
Tufton Capital Management
Maryland
$238K – – –
PWM
130
PBMares Wealth Management
Virginia
$236K +$236K +8,713 New
BTI
131
Blue Trust Inc
Georgia
$234K -$118K -4,351 -33%
AAS
132
Ameritas Advisory Services
Nebraska
$230K -$93.3K -3,451 -29%
TPW
133
Talon Private Wealth
Florida
$222K -$10.5K -390 -5%
PAS
134
Park Avenue Securities
New York
$220K -$800K -29,557 -78%
SF
135
Summit Financial
New Jersey
$218K +$218K +8,044 New
ACA
136
Atlas Capital Advisors
Wyoming
$217K -$252K -9,320 -54%
Focus Partners Wealth
137
Focus Partners Wealth
Massachusetts
$217K -$80.7K -2,983 -27%
WSFS
138
Wilmington Savings Fund Society
Delaware
$217K – – –
GGS
139
Galvin Gaustad & Stein
Arizona
$209K +$209K +7,744 New
GWM
140
Grand Wealth Management
Michigan
$209K +$209K +7,731 New
CT
141
Colonial Trust
South Carolina
$208K -$69K -2,550 -25%
AQR Capital Management
142
AQR Capital Management
Connecticut
$208K – – –
BWM
143
BCS Wealth Management
Tennessee
$205K -$136K -5,017 -40%
MFG
144
Merit Financial Group
Georgia
$204K -$2.49K -92 -1%
PS
145
Principal Securities
Iowa
$184K +$15.8K +584 +9%
CIAS
146
Capital Investment Advisory Services
North Carolina
$179K -$11.1K -409 -6%
CTA
147
Colonial Trust Advisors
South Carolina
$163K +$5.25K +194 +3%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$159K +$9.33K +345 +6%
AA
149
Ancora Advisors
Ohio
$151K – – –
AP
150
Aspect Partners
Virginia
$114K – – –
4 5
6
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