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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $881M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 32 closing their positions.

Holders
206
Holders Change
-8
Holders Change %
-3.74%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
82
Reduced
61
Closed
32
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$9.26M
2
VWM
2
Venturi Wealth Management
Texas
$2.23M
3
AWC
3
Adamsbrown Wealth Consultants
Kansas
$3.3M
4
Jane Street
4
Jane Street
New York
$1.72M
5
BDF
5
Black Diamond Financial
Maryland
$6.61M

Top Sellers

1
WSFS
1
Wilmington Savings Fund Society
Delaware
$37.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.45M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$521M
5
CWM
5
Capital Wealth Management
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWG
151
Cardinal Strategic Wealth Guidance
Kentucky
$50K – – –
PP
152
PrairieView Partners
Minnesota
$47K – – –
Franklin Resources
153
Franklin Resources
California
$46K – – –
VNA
154
Valley National Advisers
Pennsylvania
$44K – – –
AIP
155
Ahrens Investment Partners
Louisiana
$42K +$354 +13 +0.9%
LFG
156
Larson Financial Group
Missouri
$38K – – –
KFI
157
Key Financial Inc
Pennsylvania
$36K +$36K +1,309 New
CFGS
158
Concourse Financial Group Securities
Alabama
$32K +$354 +13 +1%
SWM
159
Selective Wealth Management
Virginia
$28K +$12.6K +457 +82%
SSB
160
Sandy Spring Bank
Maryland
$27K – – –
RIM
161
Rockbridge Investment Management
New York
$26.3K -$2.31K -85 -8%
PFA
162
Professional Financial Advisors
Nebraska
$24K – – –
TWA
163
TCI Wealth Advisors
Arizona
$22K – – –
NFSG
164
Newbridge Financial Services Group
Florida
$22K – – –
CWP
165
Concord Wealth Partners
Virginia
$21K +$165 +6 +0.8%
DAC
166
Dividend Assets Capital
South Carolina
$21K +$21K +775 New
CA
167
CoreCap Advisors
Michigan
$19K +$19K +698 New
CWA
168
Clearview Wealth Advisors
Oregon
$17K +$136 +5 +0.8%
Jones Financial Companies
169
Jones Financial Companies
Missouri
$17K +$17K +639 New
ODG
170
O'Dell Group
Ohio
$15K – – –
HI
171
Harbour Investments
Wisconsin
$14K +$14K +533 New
CA
172
Clearstead Advisors
Ohio
$11K – – –
IRC
173
Investors Research Corp
Georgia
$11K +$655 +25 +6%
APA
174
American Portfolios Advisors
New York
$10.1K +$4.24K +156 +73%
AF
175
Advisornet Financial
Minnesota
$10K -$56.1K -2,013 -85%
5 6
7
8 9