FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
78
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$34.2M
2
RWP
2
RWA Wealth Partners
Massachusetts
$3.24M
3
AWM
3
AE Wealth Management
Kansas
$21.5M
4
WA
4
Win Advisors
Florida
$2.84M
5
AM
5
AGF Management
Ontario, Canada
$3.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$39.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DAS
3
Diversify Advisory Services
Utah
$1.23M
4
CAG
4
Crestwood Advisors Group
Massachusetts
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Clearstead Advisors
Ohio
$11.5K – – –
JIP
177
Jaffetilchin Investment Partners
Florida
$11.3K +$11.3K +384 New
GEA
178
Glen Eagle Advisors
New Jersey
$10.2K – – –
CB
179
CNB Bank
Pennsylvania
$9.73K – – –
RA
180
Rise Advisors
New York
$9.26K -$27.1K -918 -75%
KHC
181
Koesten Hirschmann & Crabtree
Kansas
$8.52K -$4.89K -166 -36%
AA
182
Addison Advisors
Vermont
$8.28K – – –
FFA
183
Farther Finance Advisors
California
$7.26K – – –
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$6.22K +$2.77K +94 +80%
SWM
185
Sanctuary Wealth Management
Idaho
$6.07K – – –
HI
186
Harbour Investments
Wisconsin
$4.93K – – –
IRC
187
Investors Research Corp
Georgia
$4.86K +$147 +5 +3%
MWM
188
Mascoma Wealth Management
New Hampshire
$4.42K -$11.8K -400 -73%
QC
189
Quent Capital
New York
$4.34K – – –
PGAM
190
Princeton Global Asset Management
New Jersey
$4.3K -$1.77K -60 -29%
SWM
191
Spire Wealth Management
Virginia
$4.15K +$29 +1 +0.7%
CHA
192
Carmichael Hill & Associates
Maryland
$3.92K – – –
NSIM
193
North Star Investment Management
Illinois
$2.3K +$2.3K +78 New
KFI
194
Key Financial Inc
Pennsylvania
$1.59K – – –
LOIP
195
Live Oak Investment Partners
Texas
$1.56K -$1.34K – –
SWA
196
SOA Wealth Advisors
New York
$1.15K +$29 +1 +3%
EWM
197
EPG Wealth Management
Georgia
$1.1K +$1.1K +37 New
TFA
198
Transamerica Financial Advisors
Florida
$1K – – –
RBC
199
Roble Belko & Company
Pennsylvania
$1K – – –
PWA
200
Provenance Wealth Advisors
Florida
$442 – – –
5 6 7
8
9