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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

214 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Real Estate Index ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
35
Increased
81
Reduced
63
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.3M
3
AI
3
Atria Investments
North Carolina
$4.3M
4
SIA
4
Soltis Investment Advisors
Utah
$4.59M
5
Lido Advisors
5
Lido Advisors
California
$24M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$633M
2
BCM
2
Brookstone Capital Management
Illinois
$7.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15.6M
4
WA
4
Wealthstar Advisors
Texas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
201
Global Wealth Management Investment Advisory
Florida
$5K – – –
HS
202
Horan Securities
United States
$4K – – –
CHA
203
Carmichael Hill & Associates
Maryland
$4K – – –
JPMorgan Chase & Co
204
JPMorgan Chase & Co
New York
$3K -$28.3K -961 -90%
GI
205
Gradient Investments
Minnesota
$3K +$2.26K +80 +308%
PFS
206
Prospera Financial Services
Texas
$3K +$3K +98 New
CCA
207
Column Capital Advisors
Indiana
$1K – – –
RBC
208
Roble Belko & Company
Pennsylvania
$1K – – –
AIA
209
Armor Investment Advisors
North Carolina
$1K – – –
QC
210
Quent Capital
New York
$1K +$324 +11 +48%
WIM
211
Westside Investment Management
California
$29 – – –
WA
212
Wealthstar Advisors
Texas
– -$8.89M -255,939 Closed
Renaissance Technologies
213
Renaissance Technologies
New York
– -$882K -25,400 Closed
SFS
214
Sowell Financial Services
Arkansas
– -$831K -23,944 Closed
IA
215
IFS Advisors
Kansas
– -$648K -18,674 Closed
CFA
216
Cahill Financial Advisors
Minnesota
– -$462K -13,310 Closed
NA
217
NewEdge Advisors
Louisiana
– -$439K -12,639 Closed
AP
218
Advisors Preferred
Maryland
– -$350K -10,180 Closed
FTS
219
Fifth Third Securities
Ohio
– -$313K -9,003 Closed
BWM
220
Boyd Wealth Management
California
– -$234K -6,753 Closed
GWM
221
GSB Wealth Management
Connecticut
– -$224K -6,453 Closed
SHIM
222
Stone House Investment Management
Pennsylvania
– -$215K -6,185 Closed
SFG
223
StrategIQ Financial Group
Indiana
– -$208K -5,990 Closed
RIA
224
Realta Investment Advisors
Delaware
– -$201K -5,800 Closed
SCA
225
Snowden Capital Advisors
New York
– -$174K -5,027 Closed
6 7 8
9
10