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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$15.8M
2
CNC
2
Citizens & Northern Corp
Pennsylvania
$19.4M
3
BDF
3
Black Diamond Financial
Maryland
$11M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$2.8M
5
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$10.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$37.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$563K
3
DAS
3
Diversify Advisory Services
Utah
$1.76M
4
NL
4
NWAM LLC
Washington
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
Smartleaf Asset Management
Massachusetts
$30.2K +$7.04K +280 +30%
BBHC
152
Brown Brothers Harriman & Co
New York
$29.2K – – –
AF
153
Allworth Financial
California
$28.7K +$1.34K +50 +5%
SPIA
154
Steward Partners Investment Advisory
New York
$26.3K – – –
CWM
155
Cedar Wealth Management
California
$26.1K -$818K -32,291 -97%
SSB
156
Sandy Spring Bank
Maryland
$25.3K – – –
CFD
157
Creative Financial Designs
Indiana
$25.2K – – –
GGI
158
Godsey & Gibb Inc
Virginia
$24.9K – – –
CWP
159
Concord Wealth Partners
Virginia
$20.9K +$203 +8 +1%
Franklin Resources
160
Franklin Resources
California
$19.9K – – –
Comerica Bank
161
Comerica Bank
Texas
$17.7K -$9.98K -394 -36%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$15.1K +$15.1K +597 New
CA
163
Crewe Advisors
Utah
$14.6K -$7.25K -286 -33%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$14.3K +$14.3K +566 New
DF
165
DecisionPoint Financial
Arizona
$14.1K – – –
MWM
166
Mascoma Wealth Management
New Hampshire
$13.9K -$17.7K -700 -56%
KHC
167
Koesten Hirschmann & Crabtree
Kansas
$11.9K – – –
CIAS
168
Capital Investment Advisory Services
North Carolina
$11.8K +$507 +20 +4%
RI
169
Ridgewood Investments
New Jersey
$10.7K +$10.7K +424 New
CA
170
Clearstead Advisors
Ohio
$9.86K – – –
AWM
171
Abound Wealth Management
Tennessee
$9.3K – – –
AssetMark Inc
172
AssetMark Inc
California
$8.84K +$7.68K +303 +659%
GEA
173
Glen Eagle Advisors
New Jersey
$8.79K – – –
CB
174
CNB Bank
Pennsylvania
$8.36K – – –
AA
175
Addison Advisors
Vermont
$7.12K – – –
5 6
7
8 9