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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

199 hedge funds and large institutions have $461M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
199
Holders Change
-9
Holders Change %
-4.33%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
88
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.4M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.28M
3
AM
3
AGF Management
Ontario, Canada
$8.2M
4
AWM
4
AE Wealth Management
Kansas
$28.2M
5
HCA
5
Heck Capital Advisors
Wisconsin
$5.74M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.55M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$33.4M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$0
4
Lido Advisors
4
Lido Advisors
California
$31.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$341K
Name Market Value Shares Shares
Change 		Shares
Change %
BFPW
151
BOK Financial Private Wealth
Colorado
$45.7K 1,664 – –
AF
152
Advisornet Financial
Minnesota
$39.4K 1,436 +14 +1%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$37.6K 1,369 -387 -22%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$34.9K 1,282 +577 +82%
Comerica Bank
155
Comerica Bank
Texas
$31.3K 1,139 -42 -4%
AF
156
Allworth Financial
California
$28.7K 1,086 -101 -9%
SSB
157
Sandy Spring Bank
Maryland
$27.5K 1,000 – –
CFD
158
Creative Financial Designs
Indiana
$27.3K 994 – –
CWP
159
Concord Wealth Partners
Virginia
$23.2K 846 +8 +1%
SMA
160
Sage Mountain Advisors
Georgia
$22.9K 833 – –
SPIA
161
Steward Partners Investment Advisory
New York
$21.7K 790 – –
Franklin Resources
162
Franklin Resources
California
$21.5K 784 – –
DRP
163
Decker Retirement Planning
Utah
$17.5K 638 – –
JFGIW
164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.5K 600 -1,000 -63%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$16.4K 597 – –
CA
166
Crewe Advisors
Utah
$15.8K 576 – –
VCM
167
Versant Capital Management
Arizona
$13.7K 500 +500 New
CI
168
CX Institutional
Indiana
$12K 440 +440 New
CMP
169
Coston McIsaac & Partners
Maine
$11K 409 +409 New
GEA
170
Glen Eagle Advisors
New Jersey
$9.52K 347 – –
CB
171
CNB Bank
Pennsylvania
$9.07K 330 – –
HNB
172
Huntington National Bank
Ohio
– – – –
CA
173
Clearstead Advisors
Ohio
$8.3K 302 – –
KHC
174
Koesten Hirschmann & Crabtree
Kansas
$7.99K 291 – –
AA
175
Addison Advisors
Vermont
$7.72K 281 – –
5 6
7
8 9