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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$2.84M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$2.77M
3
SC
Soundwatch Capital
Connecticut
+$2.24M
4
Lido Advisors
Lido Advisors
California
+$1.84M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.36M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.6M
2
DFG
Demars Financial Group
Washington
-$8.62M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.05M
4
ASN
Advisory Services Network
Georgia
-$3.61M
5
QC
Quadrature Capital
United Kingdom
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$114K – – –
SAM
152
Smartleaf Asset Management
Massachusetts
$113K -$17.4K -648 -13%
William Blair & Company
153
William Blair & Company
Illinois
$88K -$2.68K -99 -3%
FP
154
Financial Perspectives
Minnesota
$83.1K +$811 +30 +1%
Jones Financial Companies
155
Jones Financial Companies
Missouri
$74.6K +$40.2K +1,494 +117%
GIM
156
Glenmede Investment Management
Pennsylvania
$66.5K +$66.5K +2,460 New
BBHC
157
Brown Brothers Harriman & Co
New York
$64.5K – – –
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$48.5K – – –
SHIM
159
Stone House Investment Management
Pennsylvania
$45.4K -$121K -4,487 -73%
BFPW
160
BOK Financial Private Wealth
Colorado
$45K – – –
AF
161
Advisornet Financial
Minnesota
$34.2K -$4.65K -172 -12%
Comerica Bank
162
Comerica Bank
Texas
$30.8K – – –
AF
163
Allworth Financial
California
$29.4K – – –
AUB
164
Atlantic Union Bankshares
Virginia
$27K +$27K +1,000 New
CFD
165
Creative Financial Designs
Indiana
$26.9K – – –
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$26.5K -$10.5K -388 -28%
CWP
167
Concord Wealth Partners
Virginia
$23.1K +$216 +8 +0.9%
DRP
168
Decker Retirement Planning
Utah
$17.3K – – –
JFGIW
169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.2K – – –
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$16.1K – – –
CFB
171
Cullen/Frost Bankers
Texas
$16K -$46.3K -1,712 -74%
CA
172
Crewe Advisors
Utah
$14.9K -$703 -26 -5%
VCM
173
Versant Capital Management
Arizona
$13.5K – – –
KHC
174
Koesten Hirschmann & Crabtree
Kansas
$12.7K +$4.79K +177 +61%
CI
175
CX Institutional
Indiana
$11K -$921 -34 -8%
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7
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