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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

204 hedge funds and large institutions have $375M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+27
Holders Change %
+15.25%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
67
Reduced
67
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.52M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$2.29M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.29M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$10M
5
AWM
5
AE Wealth Management
Kansas
$10.1M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$46.5M
2
RWMH
2
Riverpoint Wealth Management Holdings
Illinois
$9.35M
3
FSC
3
Full Sail Capital
Oklahoma
$1.59M
4
AT
4
American Trust
Kentucky
$0
5
CAG
5
Crestwood Advisors Group
Massachusetts
$877K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Abound Wealth Management
Tennessee
$9.78K – – –
CB
177
CNB Bank
Pennsylvania
$8.8K – – –
TWM
178
Tradition Wealth Management
Minnesota
$8K – – –
AA
179
Addison Advisors
Vermont
$7.49K – – –
LFG
180
Larson Financial Group
Missouri
$7.3K -$38.8K -1,456 -84%
MAM
181
Marquette Asset Management
Minnesota
$7.02K – – –
FFA
182
Farther Finance Advisors
California
$6.83K +$6.83K +256 New
SA
183
Scarborough Advisors
Maryland
$6.66K +$6.66K +250 New
PGAM
184
Princeton Global Asset Management
New Jersey
$5.49K – – –
AA
185
AlphaMark Advisors
Kentucky
$5K – – –
HI
186
Harbour Investments
Wisconsin
$4.39K +$27 +1 +0.6%
QC
187
Quent Capital
New York
$4.2K +$27 +1 +0.6%
AWM
188
Able Wealth Management
New Jersey
$4.05K +$4.05K +152 New
AF
189
Allworth Financial
California
$3.93K – – –
CHA
190
Carmichael Hill & Associates
Maryland
$3.55K – – –
SWM
191
Spire Wealth Management
Virginia
$3.53K +$26 +1 +0.7%
NC
192
NewSquare Capital
Pennsylvania
$3.15K +$3.15K +118 New
RCM
193
Raleigh Capital Management
North Carolina
$2.77K +$2.77K +104 New
KFI
194
Key Financial Inc
Pennsylvania
$1.44K – – –
LOIP
195
Live Oak Investment Partners
Texas
$1.41K -$1.21K – –
TFM
196
TFC Financial Management
Massachusetts
$1.33K -$1.33K -50 -50%
TFA
197
Transamerica Financial Advisors
Florida
$1K – – –
RBC
198
Roble Belko & Company
Pennsylvania
$1K – – –
TFGT
199
TS Financial Group (TSFG)
Illinois
$1K – – –
SIS
200
Sound Income Strategies
Florida
$986 +$986 +37 New
5 6 7
8
9