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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

209 hedge funds and large institutions have $1.32B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+27
Holders Change %
+14.84%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
50
Increased
82
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$794M
2
WA
2
Wealthstar Advisors
Texas
$8.89M
3
Lido Advisors
3
Lido Advisors
California
$23.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.4M
5
MCM
5
MAI Capital Management
Ohio
$10.1M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$48.3M
2
KAS
2
Kestra Advisory Services
Texas
$4.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M
4
HT
4
HAP Trading
New York
$0
5
PFA
5
Pure Financial Advisors
California
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Clearstead Advisors
Ohio
$14K +$10.9K +302 +347%
CIAS
177
Capital Investment Advisory Services
North Carolina
$13K – – –
LC
178
Lindbrook Capital
California
$13K +$13K +380 +38,000%
IRC
179
Investors Research Corp
Georgia
$12K +$847 +25 +8%
CB
180
CNB Bank
Pennsylvania
$11K – – –
EWA
181
EverSource Wealth Advisors
Alabama
$11K +$11K +319 New
TWM
182
Tradition Wealth Management
Minnesota
$10K – – –
PCFFS
183
Pacific Center for Financial Services
California
$10K – – –
NFG
184
Next Financial Group
Texas
$10K +$6.85K +189 +217%
COCM
185
Charter Oak Capital Management
New Hampshire
$10K +$7.59K +223 +314%
EIP
186
Ellis Investment Partners
Pennsylvania
$10K +$10K +301 New
AA
187
AlphaMark Advisors
Kentucky
$9K – – –
BC
188
Barnett & Company
Tennessee
$8K – – –
APA
189
American Portfolios Advisors
New York
$7.43K – – –
SWM
190
Spire Wealth Management
Virginia
$7K -$613 -17 -8%
MWM
191
Mascoma Wealth Management
New Hampshire
$7K – – –
PGAM
192
Princeton Global Asset Management
New Jersey
$7K – – –
CA
193
Cornerstone Advisory
Maryland
$7K +$7K +200 New
BFG
194
Baron Financial Group
New Jersey
$6.84K – – –
GWMIA
195
Global Wealth Management Investment Advisory
Florida
$6K -$30K -825 -83%
UB
196
UMB Bank
Missouri
$6K +$6K +182 New
CHA
197
Carmichael Hill & Associates
Maryland
$5K – – –
HS
198
Horan Securities
United States
$4K +$4K +120 New
HNB
199
Huntington National Bank
Ohio
$3K -$3K – –
EI
200
Ellevest Inc
New York
$3K +$3K +73 New
5 6 7
8
9