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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

209 hedge funds and large institutions have $1.32B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+27
Holders Change %
+14.84%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
50
Increased
82
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$794M
2
WA
2
Wealthstar Advisors
Texas
$8.89M
3
Lido Advisors
3
Lido Advisors
California
$23.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.4M
5
MCM
5
MAI Capital Management
Ohio
$10.1M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$48.3M
2
KAS
2
Kestra Advisory Services
Texas
$4.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M
4
HT
4
HAP Trading
New York
$0
5
PFA
5
Pure Financial Advisors
California
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
151
Catalyst Capital Advisors
New York
$67K +$67K +1,940 New
PP
152
PrairieView Partners
Minnesota
$60K – – –
Franklin Resources
153
Franklin Resources
California
$59K +$27.2K +780 +86%
VNA
154
Valley National Advisers
Pennsylvania
$56K +$33.2K +955 +146%
Simplex Trading
155
Simplex Trading
Illinois
$52K +$29.7K +863 +133%
SC
156
SouthState Corp
Florida
$48K +$48K +1,386 New
IA
157
IFP Advisors
Florida
$39K -$3.41K -98 -8%
ADL
158
Asset Dedication LLC
California
$38K -$626 -18 -2%
RIM
159
Rockbridge Investment Management
New York
$37K -$35 -1 -0.1%
JPMorgan Chase & Co
160
JPMorgan Chase & Co
New York
$37K +$3.1K +89 +9%
SSB
161
Sandy Spring Bank
Maryland
$35K – – –
AIM
162
Anchor Investment Management
South Carolina
$32.3K +$32.3K +930 New
PFA
163
Professional Financial Advisors
Nebraska
$31K – – –
IA
164
IndexIQ Advisors
New York
$30K +$655 +19 +2%
TWA
165
TCI Wealth Advisors
Arizona
$28K – – –
NFSG
166
Newbridge Financial Services Group
Florida
$28K – – –
LFG
167
Larson Financial Group
Missouri
$27K +$27K +778 New
CWP
168
Concord Wealth Partners
Virginia
$26K +$26K +753 New
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$34 +1 +0.1%
CWA
170
Clearview Wealth Advisors
Oregon
$21K +$136 +4 +0.7%
ODG
171
O'Dell Group
Ohio
$19K – – –
HI
172
Harbour Investments
Wisconsin
$18K -$75.3K -2,216 -81%
EVM
173
Eaton Vance Management
Massachusetts
$17K – – –
CFD
174
Creative Financial Designs
Indiana
$14K – – –
HI
175
Hudock Inc
Pennsylvania
$14K +$68 +2 +0.5%
5 6
7
8 9