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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

177 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-19
Holders Change %
-9.69%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
83
Reduced
54
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.49M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.84M
4
DI
4
DFPG Investments
Utah
$2.41M
5
Lido Advisors
5
Lido Advisors
California
$20M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$56.7M
2
LSIA
2
LaSalle St. Investment Advisors
Illinois
$0
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
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
$9.96K +$955 +42 +11%
AWM
152
Abound Wealth Management
Tennessee
$8.35K – – –
CB
153
CNB Bank
Pennsylvania
$7.51K – – –
Citigroup
154
Citigroup
New York
$7.21K +$7.21K +317 New
TWM
155
Tradition Wealth Management
Minnesota
$7K – – –
AA
156
Addison Advisors
Vermont
$6.39K – – –
MAM
157
Marquette Asset Management
Minnesota
$5.99K – – –
AA
158
AlphaMark Advisors
Kentucky
$5K -$1.25K -50 -20%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$5K +$48 +2 +1%
RFA
160
Register Financial Advisors
Georgia
$4.82K +$46 +2 +1%
PGAM
161
Princeton Global Asset Management
New Jersey
$4.69K – – –
BWP
162
Baldwin Wealth Partners
Massachusetts
$4.14K +$4.14K +182 New
HI
163
Harbour Investments
Wisconsin
$3.74K +$23 +1 +0.6%
QC
164
Quent Capital
New York
$3.58K – – –
AF
165
Allworth Financial
California
$3.36K – – –
SWM
166
Spire Wealth Management
Virginia
$3.09K +$23 +1 +0.7%
CHA
167
Carmichael Hill & Associates
Maryland
$3.03K – – –
TFM
168
TFC Financial Management
Massachusetts
$2.28K +$2.28K +100 New
KFI
169
Key Financial Inc
Pennsylvania
$1.23K – – –
LOIP
170
Live Oak Investment Partners
Texas
$1.21K -$1.33K – –
TFA
171
Transamerica Financial Advisors
Florida
$1K – – –
RBC
172
Roble Belko & Company
Pennsylvania
$1K +$40 +1 +4%
TFGT
173
TS Financial Group (TSFG)
Illinois
$1K +$22 +1 +2%
EWM
174
EPG Wealth Management
Georgia
$822 – – –
AIA
175
Armor Investment Advisors
North Carolina
$751 +$68 +3 +10%
5 6
7
8 9