FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

182 hedge funds and large institutions have $1.12B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
75
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$667M
2
BCM
2
Brookstone Capital Management
Illinois
$62.8M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$10.3M
4
FMT
4
First Mercantile Trust
Tennessee
$6.06M
5
KAS
5
Kestra Advisory Services
Texas
$8.71M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
BWM
2
BerganKDV Wealth Management
Minnesota
$246K
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
Creative Planning
4
Creative Planning
Kansas
$11.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
176
Armor Investment Advisors
North Carolina
$1K 30 – –
CFA
177
Carroll Financial Associates
North Carolina
$1K 39 – –
WIM
178
Westside Investment Management
California
$27 900 – –
HWA
179
Heritage Wealth Advisors
Virginia
$26 1 – –
RWP
180
RWA Wealth Partners
Massachusetts
– – -194,242 Closed
JWCA
181
J.W. Cole Advisors
Florida
– – -88,089 Closed
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
– – -45,883 Closed
STB
183
S&T Bank
Pennsylvania
– – -28,887 Closed
WAP
184
Wealthcare Advisory Partners
Pennsylvania
– – -20,044 Closed
WFAG
185
Wescott Financial Advisory Group
Pennsylvania
– – -20,033 Closed
UCFA
186
United Capital Financial Advisors
Texas
– – -6,691 Closed
TCOV
187
Trust Company of Vermont
Vermont
– – -3,045 Closed
Citigroup
188
Citigroup
New York
– – -2,575 Closed
KIG
189
Kessler Investment Group
Indiana
– – -1,622 Closed
SB
190
Strategic Blueprint
Georgia
– – -468 Closed
BWP
191
Baldwin Wealth Partners
Massachusetts
– – -279 Closed
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
– – -250 Closed
TCM
193
Tradewinds Capital Management
Washington
– – -240 Closed
APC
194
Aspire Private Capital
North Carolina
– – -159 Closed
AssetMark Inc
195
AssetMark Inc
California
– – -45 Closed
BlackRock
196
BlackRock
New York
– – -12 Closed
SWA
197
SOA Wealth Advisors
New York
$0 11 -3 -21%
EVM
198
Eaton Vance Management
Massachusetts
$0 500 – –
AIL
199
AGF Investments LLC
Ontario, Canada
$0 6 – –
LC
200
Lindbrook Capital
California
$0 1 +1 New
4 5 6 7
8