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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

193 hedge funds and large institutions have $480M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
72
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.59M
2
CI
2
CX Institutional
Indiana
$2.52M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.98M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$2.54M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.36M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$174M
2
AI
2
Atria Investments
North Carolina
$1.49M
3
BFS
3
Bard Financial Services
Connecticut
$1.05M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.26M
5
LSIA
5
LaSalle St. Investment Advisors
Illinois
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
176
Register Financial Advisors
Georgia
$5.19K -$1.82K -73 -26%
PGAM
177
Princeton Global Asset Management
New Jersey
$5.13K – – –
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$5K +$74 +3 +1%
QC
179
Quent Capital
New York
$3.89K +$349 +14 +10%
SWM
180
Spire Wealth Management
Virginia
$3.32K -$1.65K -66 -33%
CHA
181
Carmichael Hill & Associates
Maryland
$3.31K – – –
HS
182
Horan Securities
United States
$2.99K – – –
ICM
183
Islay Capital Management
Texas
$2.64K +$2.64K +106 New
KFI
184
Key Financial Inc
Pennsylvania
$1.35K – – –
LOIP
185
Live Oak Investment Partners
Texas
$1.32K -$1.31K – –
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$1.3K – – –
TFA
187
Transamerica Financial Advisors
Florida
$1K – – –
RBC
188
Roble Belko & Company
Pennsylvania
$1K – – –
AIA
189
Armor Investment Advisors
North Carolina
$747 – – –
SWA
190
SOA Wealth Advisors
New York
$573 +$50 +2 +10%
WP
191
WealthPLAN Partners
Nebraska
$324 +$324 +13 New
LC
192
Lindbrook Capital
California
$25 – – –
CCM
193
Chilton Capital Management
Texas
$25 +$25 +1 New
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
– -$707K -28,509 Closed
WPW
195
Waldron Private Wealth
Pennsylvania
– -$526K -21,997 Closed
PCA
196
Providence Capital Advisors
North Carolina
– -$463K -18,645 Closed
BMM
197
Buffington Mohr McNeal
Idaho
– -$457K -18,404 Closed
HF
198
HRT Financial
New York
– -$408K -16,483 Closed
CG
199
Colony Group
Massachusetts
– -$374K -15,057 Closed
WMG
200
WESCAP Management Group
California
– -$355K -14,320 Closed
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