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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$15.8M
2
CNC
2
Citizens & Northern Corp
Pennsylvania
$19.4M
3
BDF
3
Black Diamond Financial
Maryland
$11M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$2.8M
5
RWMH
5
Riverpoint Wealth Management Holdings
Illinois
$10.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$37.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$563K
3
DAS
3
Diversify Advisory Services
Utah
$1.76M
4
NL
4
NWAM LLC
Washington
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
GLR
201
Great Lakes Retirement
Ohio
– – – –
NL
202
NWAM LLC
Washington
– – -62,393 Closed
LNC
203
Lincoln National Corp
Pennsylvania
– – -54,888 Closed
CAL
204
Capital Analysts LLC
Pennsylvania
– – -21,987 Closed
BWM
205
BCS Wealth Management
Tennessee
– – -20,274 Closed
WSFS
206
Wilmington Savings Fund Society
Delaware
– – -11,860 Closed
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
– – -10,912 Closed
Renaissance Technologies
208
Renaissance Technologies
New York
– – -10,600 Closed
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
– – -9,204 Closed
RWM
210
Revisor Wealth Management
Ohio
– – -9,160 Closed
ITB
211
Idaho Trust Bank
Idaho
– – -8,694 Closed
TB
212
Treynor Bancshares
Iowa
– – -7,855 Closed
AWC
213
Adamsbrown Wealth Consultants
Kansas
– – -7,825 Closed
AQR Capital Management
214
AQR Capital Management
Connecticut
– – -7,684 Closed
NFSG
215
Newbridge Financial Services Group
Florida
– – -796 Closed
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
– – -766 Closed
BFS
217
Bare Financial Services
Pennsylvania
– – -507 Closed
LC
218
Lindbrook Capital
California
– – – –
5 6 7 8
9