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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

180 hedge funds and large institutions have $941M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
31
Increased
67
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$34.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$538M
3
T
3
TrueFG
Texas
$8.92M
4
RWP
4
RWA Wealth Partners
Massachusetts
$5.91M
5
KAS
5
Kestra Advisory Services
Texas
$3.59M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$2.16M
2
AAS
2
Avantax Advisory Services
Texas
$3.5M
3
CNC
3
Citizens & Northern Corp
Pennsylvania
$15.6M
4
BFPW
4
BOK Financial Private Wealth
Colorado
$1.37M
5
FP
5
Financial Perspectives
Minnesota
$75K
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
151
CNB Bank
Pennsylvania
$10K – – –
CWM
152
Cranbrook Wealth Management
Michigan
$9K – – –
TWM
153
Tradition Wealth Management
Minnesota
$9K +$9K +293 New
AA
154
AlphaMark Advisors
Kentucky
$8K -$3.2K -100 -29%
LWANC
155
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K – – –
BWP
156
Baldwin Wealth Partners
Massachusetts
$8K – – –
LWCFA
157
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$8K +252 New
TCM
158
Tradewinds Capital Management
Washington
$7K +$7K +240 New
APA
159
American Portfolios Advisors
New York
$6.51K -$28.7K -944 -82%
SWM
160
Spire Wealth Management
Virginia
$6K -$1.14K -40 -16%
PGAM
161
Princeton Global Asset Management
New Jersey
$6K – – –
HI
162
Hudock Inc
Pennsylvania
$6K +$6K +205 New
BFG
163
Baron Financial Group
New Jersey
$6K – – –
APC
164
Aspire Private Capital
North Carolina
$5K +$31 +1 +0.6%
HS
165
Horan Securities
United States
$4K – – –
CHA
166
Carmichael Hill & Associates
Maryland
$4K +$4K +133 New
NFG
167
Next Financial Group
Texas
$3K -$141K -4,076 -98%
CA
168
Clearstead Advisors
Ohio
$3K – – –
LWM
169
Liberty Wealth Management
California
$2K -$43.7K -1,181 -96%
AIC
170
Archer Investment Corporation
Indiana
$1.57K +$1.57K +52 New
AssetMark Inc
171
AssetMark Inc
California
$1K -$36.1K -1,626 -97%
GI
172
Gradient Investments
Minnesota
$1K -$3K -81 -75%
CFA
173
Carroll Financial Associates
North Carolina
$1K – – –
RBC
174
Roble Belko & Company
Pennsylvania
$1K – – –
AIA
175
Armor Investment Advisors
North Carolina
$1K – – –
4 5 6
7
8