FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

196 hedge funds and large institutions have $385M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
70
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$4.65M
2
Lido Advisors
2
Lido Advisors
California
$20.7M
3
AWM
3
AE Wealth Management
Kansas
$7.55M
4
MCM
4
MAI Capital Management
Ohio
$10.4M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$16.7M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$80.2M
2
AWC
2
Adamsbrown Wealth Consultants
Kansas
$512K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.93M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
AlphaMark Advisors
Kentucky
$6K – – –
RFA
177
Register Financial Advisors
Georgia
$5.27K +$50 +2 +1%
PGAM
178
Princeton Global Asset Management
New Jersey
$5.17K – – –
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$5K +$49 +2 +1%
HI
180
Harbour Investments
Wisconsin
$4.1K -$4.73K -188 -54%
AW
181
Avion Wealth
Texas
$4K +$4K +162 New
QC
182
Quent Capital
New York
$3.93K +$25 +1 +0.6%
AF
183
Allworth Financial
California
$3.7K -$155K -6,164 -98%
SWM
184
Spire Wealth Management
Virginia
$3.38K +$50 +2 +2%
CHA
185
Carmichael Hill & Associates
Maryland
$3.34K – – –
HS
186
Horan Securities
United States
$3.01K – – –
KFI
187
Key Financial Inc
Pennsylvania
$1.36K – – –
LOIP
188
Live Oak Investment Partners
Texas
$1.33K -$1.32K – –
AssetMark Inc
189
AssetMark Inc
California
$1.05K +$1.05K +42 New
TFA
190
Transamerica Financial Advisors
Florida
$1K – – –
RBC
191
Roble Belko & Company
Pennsylvania
$1K – – –
TFGT
192
TS Financial Group (TSFG)
Illinois
$1K +$1K +44 New
EWM
193
EPG Wealth Management
Georgia
$898 +$898 +36 New
AIA
194
Armor Investment Advisors
North Carolina
$753 – – –
SWA
195
SOA Wealth Advisors
New York
$677 +$100 +4 +17%
WP
196
WealthPLAN Partners
Nebraska
$326 – – –
LC
197
Lindbrook Capital
California
$25 – – –
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
– -$879K -28,616 Closed
CW
199
Connectus Wealth
Ohio
– -$615K -24,661 Closed
BWM
200
BCS Wealth Management
Tennessee
– -$459K -18,418 Closed
5 6 7
8
9