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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
78
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$34.2M
2
RWP
2
RWA Wealth Partners
Massachusetts
$3.24M
3
AWM
3
AE Wealth Management
Kansas
$21.5M
4
WA
4
Win Advisors
Florida
$2.84M
5
AM
5
AGF Management
Ontario, Canada
$3.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$39.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DAS
3
Diversify Advisory Services
Utah
$1.23M
4
CAG
4
Crestwood Advisors Group
Massachusetts
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
151
FinTrust Capital Advisors
South Carolina
$67.9K +$67.9K +2,303 New
FFO
152
Fortitude Family Office
Arizona
$61.4K +$442 +15 +0.7%
SHIM
153
Stone House Investment Management
Pennsylvania
$60K -$43.6K -1,479 -42%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$52.9K – – –
BFPW
155
BOK Financial Private Wealth
Colorado
$49.1K – – –
LFG
156
Larson Financial Group
Missouri
$37.1K +$35.4K +1,201 +2,145%
CIAS
157
Capital Investment Advisory Services
North Carolina
$36.3K +$22.6K +766 +165%
Comerica Bank
158
Comerica Bank
Texas
$34.8K +$14.2K +483 +69%
AF
159
Allworth Financial
California
$31.7K +$236 +8 +0.7%
SPIA
160
Steward Partners Investment Advisory
New York
$30.5K – – –
SSB
161
Sandy Spring Bank
Maryland
$29.5K – – –
JFGIW
162
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.5K +$29.5K +1,000 New
CFD
163
Creative Financial Designs
Indiana
$29.3K – – –
NFA
164
Northwest Financial Advisors
Virginia
$29.1K +$29.1K +986 New
GGI
165
Godsey & Gibb Inc
Virginia
$29K – – –
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$28K +$11.7K +404 +71%
BF
167
BOK Financial
Oklahoma
$24.6K +$24.6K +850 New
SMA
168
Sage Mountain Advisors
Georgia
$24.6K +$24.6K +833 New
CWP
169
Concord Wealth Partners
Virginia
$24.5K +$177 +6 +0.7%
Franklin Resources
170
Franklin Resources
California
$22.6K – – –
Jones Financial Companies
171
Jones Financial Companies
Missouri
$20.5K +$20.5K +699 New
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$17.6K – – –
CA
173
Crewe Advisors
Utah
$17K – – –
DF
174
DecisionPoint Financial
Arizona
$15.2K – – –
RI
175
Ridgewood Investments
New Jersey
$12.5K – – –
5 6
7
8 9