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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

208 hedge funds and large institutions have $641M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
83
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$227M
2
DFG
2
Demars Financial Group
Washington
$11.7M
3
AWM
3
AE Wealth Management
Kansas
$24.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.3M
5
FPCP
5
Fort Point Capital Partners
California
$2.45M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
GGS
2
Galvin Gaustad & Stein
Arizona
$322K
3
WA
3
Win Advisors
Florida
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
176
CNB Bank
Pennsylvania
$8.92K – – –
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$8.65K +$8.65K +325 New
CA
178
Clearstead Advisors
Ohio
$8.16K -$2.35K -87 -22%
KHC
179
Koesten Hirschmann & Crabtree
Kansas
$7.86K +$54 +2 +0.7%
AA
180
Addison Advisors
Vermont
$7.59K – – –
RI
181
Ridgewood Investments
New Jersey
$7.21K -$4.24K -157 -37%
VFM
182
Vision Financial Markets
Connecticut
$5.6K +$5.6K +208 New
SWM
183
Sanctuary Wealth Management
Idaho
$5.57K – – –
RA
184
Rise Advisors
New York
$5.25K -$3.25K -120 -38%
IRC
185
Investors Research Corp
Georgia
$4.76K +$297 +11 +7%
HI
186
Harbour Investments
Wisconsin
$4.54K +$27 +1 +0.6%
PC
187
Promus Capital
Illinois
$4.05K +$4.05K +150 New
QC
188
Quent Capital
New York
$3.98K – – –
PGAM
189
Princeton Global Asset Management
New Jersey
$3.95K – – –
SWM
190
Spire Wealth Management
Virginia
$3.84K +$27 +1 +0.7%
GWS
191
Glassman Wealth Services
Virginia
$3.02K +$3.02K +112 New
DWM
192
Darwin Wealth Management
Florida
$2.72K +$2.72K +100 New
LDB
193
Lee, Danner & Bass
Tennessee
$2.7K +$2.7K +100 New
MSWA
194
Marshall & Sterling Wealth Advisors
New York
$2.64K +$2.64K +98 New
RF
195
Roxbury Financial
New Jersey
$2.33K +$2.33K +78 New
AWM
196
Avior Wealth Management
Nebraska
$1.67K +$1.67K +61 New
KFI
197
Key Financial Inc
Pennsylvania
$1.46K – – –
LOIP
198
Live Oak Investment Partners
Texas
$1.43K -$1.56K – –
SIS
199
Sound Income Strategies
Florida
$1.42K +$1.42K +52 New
SWA
200
SOA Wealth Advisors
New York
$1.11K +$54 +2 +5%
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8
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