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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

214 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Real Estate Index ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
35
Increased
81
Reduced
63
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.3M
3
AI
3
Atria Investments
North Carolina
$4.3M
4
SIA
4
Soltis Investment Advisors
Utah
$4.59M
5
Lido Advisors
5
Lido Advisors
California
$24M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$633M
2
BCM
2
Brookstone Capital Management
Illinois
$7.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15.6M
4
WA
4
Wealthstar Advisors
Texas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
176
Clearview Wealth Advisors
Oregon
$20K +$161 +5 +0.8%
QCG
177
Quadrant Capital Group
Ohio
$20K +$20K +616 New
SWM
178
Selective Wealth Management
Virginia
$18K +$18K +559 New
ODG
179
O'Dell Group
Ohio
$17K – – –
T
180
TCWP
Ohio
$16K +$16K +508 New
CA
181
Clearstead Advisors
Ohio
$13K – – –
HI
182
Hudock Inc
Pennsylvania
$13K +$31 +1 +0.2%
IRC
183
Investors Research Corp
Georgia
$13K +$1.35K +41 +12%
LC
184
Lindbrook Capital
California
$12K – – –
CIAS
185
Capital Investment Advisory Services
North Carolina
$12K +$95 +3 +0.8%
CB
186
CNB Bank
Pennsylvania
$11K – – –
EWA
187
EverSource Wealth Advisors
Alabama
$10K – – –
COCM
188
Charter Oak Capital Management
New Hampshire
$10K – – –
PGAM
189
Princeton Global Asset Management
New Jersey
$10K +$3.6K +116 +56%
LPWM
190
Lake Point Wealth Management
Texas
$10K +$10K +300 New
CFD
191
Creative Financial Designs
Indiana
$9K -$4.18K -124 -32%
PCFFS
192
Pacific Center for Financial Services
California
$9K – – –
TWM
193
Tradition Wealth Management
Minnesota
$9K – – –
EIP
194
Ellis Investment Partners
Pennsylvania
$9K +$89 +3 +1%
AA
195
Addison Advisors
Vermont
$9K +$9K +281 New
UBS AM
196
UBS AM
Illinois
$8.78K +$8.78K +271 New
AA
197
AlphaMark Advisors
Kentucky
$8K – – –
APA
198
American Portfolios Advisors
New York
$6.93K – – –
BFG
199
Baron Financial Group
New Jersey
$6.38K – – –
SWM
200
Spire Wealth Management
Virginia
$6K +$31 +1 +0.5%
6 7
8
9 10