FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

193 hedge funds and large institutions have $480M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
72
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.59M
2
CI
2
CX Institutional
Indiana
$2.52M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.98M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$2.54M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.36M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$174M
2
AI
2
Atria Investments
North Carolina
$1.49M
3
BFS
3
Bard Financial Services
Connecticut
$1.05M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.26M
5
LSIA
5
LaSalle St. Investment Advisors
Illinois
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
151
Ahrens Investment Partners
Louisiana
$39.5K +$39.5K +1,587 New
Franklin Resources
152
Franklin Resources
California
$39K – – –
CB
153
CNB Bank
Pennsylvania
$29K +$20.8K +834 +253%
SSB
154
Sandy Spring Bank
Maryland
$24.9K – – –
GGI
155
Godsey & Gibb Inc
Virginia
$24.5K – – –
CFD
156
Creative Financial Designs
Indiana
$22.3K -$55.5K -2,226 -71%
TWA
157
TCI Wealth Advisors
Arizona
$20.1K – – –
NFSG
158
Newbridge Financial Services Group
Florida
$19.8K – – –
CWP
159
Concord Wealth Partners
Virginia
$19.6K +$274 +11 +1%
DAC
160
Dividend Assets Capital
South Carolina
$19K – – –
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$17.1K -$5.03K -201,961 -23%
DF
162
DecisionPoint Financial
Arizona
$12.9K – – –
BAM
163
Belpointe Asset Management
Nevada
$12.5K -$5.73K -230 -32%
IRC
164
Investors Research Corp
Georgia
$10.6K – – –
KHC
165
Koesten Hirschmann & Crabtree
Kansas
$10.3K +$4.78K +192 +86%
CIAS
166
Capital Investment Advisory Services
North Carolina
$9.78K +$125 +5 +1%
CA
167
Clearstead Advisors
Ohio
$9.69K – – –
AWM
168
Abound Wealth Management
Tennessee
$9.14K – – –
HI
169
Harbour Investments
Wisconsin
$8.76K +$25 +1 +0.3%
ANBT
170
American National Bank & Trust
Texas
$8.52K – – –
TWM
171
Tradition Wealth Management
Minnesota
$7K – – –
AA
172
Addison Advisors
Vermont
$7K – – –
MAM
173
Marquette Asset Management
Minnesota
$6.56K – – –
AA
174
AlphaMark Advisors
Kentucky
$6K – – –
RI
175
Ridgewood Investments
New Jersey
$5.87K +$5.87K +236 New
5 6
7
8 9