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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

199 hedge funds and large institutions have $461M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-9
Holders Change %
-4.33%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
88
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.4M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.28M
3
AM
3
AGF Management
Ontario, Canada
$8.2M
4
AWM
4
AE Wealth Management
Kansas
$28.2M
5
HCA
5
Heck Capital Advisors
Wisconsin
$5.74M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.55M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$33.4M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$0
4
Lido Advisors
4
Lido Advisors
California
$31.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$341K
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
176
Ridgewood Investments
New Jersey
$7.33K – – –
VFM
177
Vision Financial Markets
Connecticut
$5.75K +$55 +2 +1%
RA
178
Rise Advisors
New York
$5.38K +$55 +2 +1%
IRC
179
Investors Research Corp
Georgia
$4.84K – – –
SC
180
Swan Capital
Florida
$4.56K +$4.56K +166 New
PC
181
Promus Capital
Illinois
$4.12K – – –
QC
182
Quent Capital
New York
$4.06K +$27 +1 +0.7%
PGAM
183
Princeton Global Asset Management
New Jersey
$4.01K – – –
SWM
184
Spire Wealth Management
Virginia
$3.94K +$28 +1 +0.7%
GWS
185
Glassman Wealth Services
Virginia
$3.1K +$27 +1 +0.9%
CAWM
186
Capital A Wealth Management
Pennsylvania
$2.83K +$2.28K +83 +415%
DWM
187
Darwin Wealth Management
Florida
$2.72K – – –
MSWA
188
Marshall & Sterling Wealth Advisors
New York
$2.71K +$27 +1 +1%
HI
189
Harbour Investments
Wisconsin
$2.54K -$2.1K -76 -45%
CAL
190
Capital Analysts LLC
Pennsylvania
$2K +$2K +56 New
KFI
191
Key Financial Inc
Pennsylvania
$1.48K – – –
SIS
192
Sound Income Strategies
Florida
$1.45K +$27 +1 +2%
SWA
193
SOA Wealth Advisors
New York
$1.15K +$27 +1 +2%
TFA
194
Transamerica Financial Advisors
Florida
$1K – – –
RBC
195
Roble Belko & Company
Pennsylvania
$1K – – –
AIA
196
Armor Investment Advisors
North Carolina
$522 – – –
PWA
197
Provenance Wealth Advisors
Florida
$412 – – –
NA
198
NewEdge Advisors
Louisiana
$192 -$229K -8,360 -100%
RCM
199
Raleigh Capital Management
North Carolina
$59 +$59 +2 New
ACA
200
Aptus Capital Advisors
Alabama
$19 – – –
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8
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