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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$25.8M
2
AWM
2
AE Wealth Management
Kansas
$12.6M
3
ASN
3
Advisory Services Network
Georgia
$3.47M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.63M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.57M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$42.9M
4
BTI
4
Blue Trust Inc
Georgia
$954K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
201
Sound Income Strategies
Florida
$626 24 -13 -35%
PWA
202
Provenance Wealth Advisors
Florida
$391 15 – –
AIA
203
Armor Investment Advisors
North Carolina
$78 3 -30 -91%
Citadel Advisors
204
Citadel Advisors
Florida
– – -69,165 Closed
RWP
205
RWA Wealth Partners
Massachusetts
– – -51,677 Closed
PCH
206
PGIM Custom Harvest
New Jersey
– – -9,432 Closed
CI
207
Cordant Inc
Oregon
– – -8,000 Closed
AAS
208
Ameritas Advisory Services
Nebraska
– – -7,856 Closed
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
– – -1,622 Closed
RIM
210
Rockbridge Investment Management
New York
– – -1,174 Closed
NFA
211
Northwest Financial Advisors
Virginia
– – -986 Closed
ODG
212
O'Dell Group
Ohio
– – -539 Closed
TWM
213
Tradition Wealth Management
Minnesota
– – -293 Closed
SA
214
Scarborough Advisors
Maryland
– – -250 Closed
AA
215
AlphaMark Advisors
Kentucky
– – -200 Closed
AWM
216
Able Wealth Management
New Jersey
– – -152 Closed
RCM
217
Raleigh Capital Management
North Carolina
– – -104 Closed
TFM
218
TFC Financial Management
Massachusetts
– – -50 Closed
TFGT
219
TS Financial Group (TSFG)
Illinois
– – -45 Closed
LC
220
Lindbrook Capital
California
– – -1 Closed
ACA
221
Aptus Capital Advisors
Alabama
– – – –
5 6 7 8
9