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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

205 hedge funds and large institutions have $432M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
205
Holders Change
+6
Holders Change %
+3.02%
% of All Funds
2.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$2.86M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$2.77M
3
SC
3
Soundwatch Capital
Connecticut
$2.24M
4
Lido Advisors
4
Lido Advisors
California
$33M
5
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$1.23M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.4M
2
DFG
2
Demars Financial Group
Washington
$269K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.15M
4
ASN
4
Advisory Services Network
Georgia
$575K
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
151
Smartleaf Asset Management
Massachusetts
$113K 4,202 -648 -13%
William Blair & Company
152
William Blair & Company
Illinois
$88K 3,256 -99 -3%
FP
153
Financial Perspectives
Minnesota
$83.1K 3,073 +30 +1%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$74.6K 2,776 +1,494 +117%
GIM
155
Glenmede Investment Management
Pennsylvania
$66.5K 2,460 +2,460 New
BBHC
156
Brown Brothers Harriman & Co
New York
$64.5K 2,384 – –
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$48.5K 1,795 – –
SHIM
158
Stone House Investment Management
Pennsylvania
$45.4K 1,680 -4,487 -73%
BFPW
159
BOK Financial Private Wealth
Colorado
$45K 1,664 – –
AF
160
Advisornet Financial
Minnesota
$34.2K 1,264 -172 -12%
Comerica Bank
161
Comerica Bank
Texas
$30.8K 1,139 – –
AF
162
Allworth Financial
California
$29.4K 1,086 – –
AUB
163
Atlantic Union Bankshares
Virginia
$27K 1,000 +1,000 New
CFD
164
Creative Financial Designs
Indiana
$26.9K 994 – –
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$26.5K 981 -388 -28%
CWP
166
Concord Wealth Partners
Virginia
$23.1K 854 +8 +0.9%
DRP
167
Decker Retirement Planning
Utah
$17.3K 638 – –
JFGIW
168
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.2K 600 – –
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$16.1K 597 – –
CFB
170
Cullen/Frost Bankers
Texas
$16K 593 -1,712 -74%
CA
171
Crewe Advisors
Utah
$14.9K 550 -26 -5%
VCM
172
Versant Capital Management
Arizona
$13.5K 500 – –
KHC
173
Koesten Hirschmann & Crabtree
Kansas
$12.7K 468 +177 +61%
CI
174
CX Institutional
Indiana
$11K 406 -34 -8%
CMP
175
Coston McIsaac & Partners
Maine
$11K 413 +4 +1%
5 6
7
8 9