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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$15.8M
2
CNC
2
Citizens & Northern Corp
Pennsylvania
$19.4M
3
BDF
3
Black Diamond Financial
Maryland
$11M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$2.8M
5
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$10.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$37.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$563K
3
DAS
3
Diversify Advisory Services
Utah
$1.76M
4
NL
4
NWAM LLC
Washington
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
176
Central Bank & Trust
Kentucky
$7.1K – – –
MAM
177
Marquette Asset Management
Minnesota
$6.67K – – –
FFA
178
Farther Finance Advisors
California
$6.55K +$50 +2 +0.8%
PGAM
179
Princeton Global Asset Management
New Jersey
$5.22K – – –
SWM
180
Sanctuary Wealth Management
Idaho
$5.22K +$5.22K +206 New
CTB
181
Country Trust Bank
Illinois
$5.04K +$5.04K +199 New
HI
182
Harbour Investments
Wisconsin
$4.22K +$25 +1 +0.6%
IRC
183
Investors Research Corp
Georgia
$4.05K -$8.31K -328 -67%
QC
184
Quent Capital
New York
$3.72K +$25 +1 +0.7%
SIS
185
Sound Income Strategies
Florida
$3.57K +$2.97K +117 +488%
SWM
186
Spire Wealth Management
Virginia
$3.54K +$51 +2 +1%
CHA
187
Carmichael Hill & Associates
Maryland
$3.37K – – –
RFA
188
Register Financial Advisors
Georgia
$3.32K +$25 +1 +0.8%
NC
189
NewSquare Capital
Pennsylvania
$2.99K – – –
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$2.97K +$2.97K +117 New
LFG
191
Larson Financial Group
Missouri
$1.42K – – –
KFI
192
Key Financial Inc
Pennsylvania
$1.37K – – –
LOIP
193
Live Oak Investment Partners
Texas
$1.34K – – –
TFA
194
Transamerica Financial Advisors
Florida
$1K – – –
RBC
195
Roble Belko & Company
Pennsylvania
$1K – – –
SWA
196
SOA Wealth Advisors
New York
$963 +$25 +1 +3%
EWM
197
EPG Wealth Management
Georgia
$941 -$960 -37 Closed
PWA
198
Provenance Wealth Advisors
Florida
$380 – – –
AIA
199
Armor Investment Advisors
North Carolina
$76 – – –
ACA
200
Aptus Capital Advisors
Alabama
$25 +$25 +1 New
5 6 7
8
9