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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$2.84M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$2.77M
3
SC
Soundwatch Capital
Connecticut
+$2.24M
4
Lido Advisors
Lido Advisors
California
+$1.84M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.36M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.6M
2
DFG
Demars Financial Group
Washington
-$8.62M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.05M
4
ASN
Advisory Services Network
Georgia
-$3.61M
5
QC
Quadrature Capital
United Kingdom
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
176
Coston McIsaac & Partners
Maine
$11K +$107 +4 +1%
BFP
177
Briaud Financial Planning
Texas
$11K +$11K +439 New
GEA
178
Glen Eagle Advisors
New Jersey
$9.37K – – –
CB
179
CNB Bank
Pennsylvania
$8.92K – – –
HNB
180
Huntington National Bank
Ohio
$8.52K -$8.65K – –
CA
181
Clearstead Advisors
Ohio
$8.17K – – –
GM
182
GeoWealth Management
Illinois
$7.95K +$7.95K +294 New
AA
183
Addison Advisors
Vermont
$7.6K – – –
RI
184
Ridgewood Investments
New Jersey
$6.76K -$460 -17 -6%
VFM
185
Vision Financial Markets
Connecticut
$5.72K +$54 +2 +1%
RA
186
Rise Advisors
New York
$5.35K +$54 +2 +1%
IRC
187
Investors Research Corp
Georgia
$4.76K – – –
PC
188
Promus Capital
Illinois
$4.06K – – –
AssetMark Inc
189
AssetMark Inc
California
$3.95K +$3.95K +146 New
GWS
190
Glassman Wealth Services
Virginia
$3.08K +$27 +1 +0.9%
MSWA
191
Marshall & Sterling Wealth Advisors
New York
$2.69K +$27 +1 +1%
HI
192
Harbour Investments
Wisconsin
$2.52K +$27 +1 +1%
AAP
193
Arax Advisory Partners
Colorado
$1.95K +$1.95K +72 New
PGAM
194
Princeton Global Asset Management
New Jersey
$1.89K -$2.06K -76 -52%
KFI
195
Key Financial Inc
Pennsylvania
$1.46K – – –
SIS
196
Sound Income Strategies
Florida
$1.45K – – –
SWA
197
SOA Wealth Advisors
New York
$1.35K +$216 +8 +19%
RBC
198
Roble Belko & Company
Pennsylvania
$1K – – –
AC
199
AlphaCore Capital
California
$811 +$811 +30 New
Russell Investments Group
200
Russell Investments Group
United Kingdom
$467 +$467 +17 New
5 6 7
8
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