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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

182 hedge funds and large institutions have $1.12B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
75
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$667M
2
BCM
2
Brookstone Capital Management
Illinois
$62.8M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$10.3M
4
FMT
4
First Mercantile Trust
Tennessee
$6.06M
5
KAS
5
Kestra Advisory Services
Texas
$8.71M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
BWM
2
BerganKDV Wealth Management
Minnesota
$246K
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
Creative Planning
4
Creative Planning
Kansas
$11.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
151
Capital Investment Advisory Services
North Carolina
$11K – – –
IRC
152
Investors Research Corp
Georgia
$10K -$881 -29 -8%
CB
153
CNB Bank
Pennsylvania
$10K – – –
CWM
154
Cranbrook Wealth Management
Michigan
$9K – – –
TWM
155
Tradition Wealth Management
Minnesota
$9K – – –
PCFFS
156
Pacific Center for Financial Services
California
$9K +$9K +283 New
AA
157
AlphaMark Advisors
Kentucky
$8K – – –
LWCFA
158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
Barclays
159
Barclays
United Kingdom
$7K -$36.4K -1,174 -84%
BC
160
Barnett & Company
Tennessee
$7K +$7K +226 New
APA
161
American Portfolios Advisors
New York
$6.51K – – –
PGAM
162
Princeton Global Asset Management
New Jersey
$6K – – –
SWM
163
Spire Wealth Management
Virginia
$6K +$28 +1 +0.5%
WLPWM
164
Walled Lake Planning & Wealth Management
Illinois
$6K +$6K +200 New
MWM
165
Mascoma Wealth Management
New Hampshire
$6K +$6K +200 New
BFG
166
Baron Financial Group
New Jersey
$5.99K – – –
CHA
167
Carmichael Hill & Associates
Maryland
$4K – – –
NFG
168
Next Financial Group
Texas
$3K – – –
HNB
169
Huntington National Bank
Ohio
$3K – – –
CA
170
Clearstead Advisors
Ohio
$3K – – –
GI
171
Gradient Investments
Minnesota
$3K +$2.26K +82 +304%
LWM
172
Liberty Wealth Management
California
$2K – – –
COCM
173
Charter Oak Capital Management
New Hampshire
$2K +$2K +71 New
AIC
174
Archer Investment Corporation
Indiana
$1.57K – – –
CFA
175
Carroll Financial Associates
North Carolina
$1K – – –
4 5 6
7
8