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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

177 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-19
Holders Change %
-9.69%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
83
Reduced
54
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.49M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.84M
4
DI
4
DFPG Investments
Utah
$2.41M
5
Lido Advisors
5
Lido Advisors
California
$20M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$56.7M
2
LSIA
2
LaSalle St. Investment Advisors
Illinois
$0
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
176
SOA Wealth Advisors
New York
$683 +$68 +3 +11%
PWA
177
Provenance Wealth Advisors
Florida
$341 +$341 +15 New
LC
178
Lindbrook Capital
California
$23 – – –
LSIA
179
LaSalle St. Investment Advisors
Illinois
– -$3.51M -139,926 Closed
Jane Street
180
Jane Street
New York
– -$3.23M -128,662 Closed
Goldman Sachs
181
Goldman Sachs
New York
– -$1.27M -50,544 Closed
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
– -$1.05M -41,768 Closed
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
– -$872K -34,764 Closed
HAS
184
HBW Advisory Services
California
– -$757K -30,183 Closed
BFS
185
Bard Financial Services
Connecticut
– -$664K -26,463 Closed
PG
186
Prostatis Group
Maryland
– -$28.9K -26,061 Closed
CWM
187
Curi Wealth Management
North Carolina
– -$442K -17,617 Closed
AAS
188
Ameritas Advisory Services
Nebraska
– -$356K -14,152 Closed
CPIG
189
Chicago Partners Investment Group
Illinois
– -$311K -12,225 Closed
TI
190
Trexquant Investment
Connecticut
– -$264K -10,503 Closed
BCA
191
Bray Capital Advisors
Florida
– -$259K -10,340 Closed
Prudential Financial
192
Prudential Financial
New Jersey
– -$258K -10,295 Closed
CI
193
CX Institutional
Indiana
– -$227K -9,047 Closed
FTS
194
Fifth Third Securities
Ohio
– -$219K -8,728 Closed
KBFS
195
Kohmann Bosshard Financial Services
Ohio
– -$205K -8,176 Closed
RIA
196
Realta Investment Advisors
Delaware
– -$141K -5,600 Closed
SC
197
SouthState Corp
Florida
– -$112K -4,464 Closed
ST
198
Smithfield Trust
Pennsylvania
– -$63K -2,520 Closed
RMA
199
Roffman Miller Associates
Pennsylvania
– -$57.7K -2,300 Closed
IBOK
200
Independence Bank of Kentucky
Kentucky
– -$50.2K -2,000 Closed
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