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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 19 closing their positions.

Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
78
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$34.2M
2
RWP
2
RWA Wealth Partners
Massachusetts
$3.24M
3
AWM
3
AE Wealth Management
Kansas
$21.5M
4
WA
4
Win Advisors
Florida
$2.84M
5
AM
5
AGF Management
Ontario, Canada
$3.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$39.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DAS
3
Diversify Advisory Services
Utah
$1.23M
4
CAG
4
Crestwood Advisors Group
Massachusetts
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
201
Armor Investment Advisors
North Carolina
$88 3 – –
GM
202
GeoWealth Management
Illinois
$44 2 +2 New
ACA
203
Aptus Capital Advisors
Alabama
$29 1 – –
Thrivent Financial for Lutherans
204
Thrivent Financial for Lutherans
Minnesota
– – -50,689 Closed
CAG
205
Crestwood Advisors Group
Massachusetts
– – -25,702 Closed
D.E. Shaw & Co
206
D.E. Shaw & Co
New York
– – -24,256 Closed
Goldman Sachs
207
Goldman Sachs
New York
– – -22,236 Closed
MA
208
Mutual Advisors
Nebraska
– – -16,935 Closed
AAS
209
Ameritas Advisory Services
Nebraska
– – -11,080 Closed
Jane Street
210
Jane Street
New York
– – -10,647 Closed
TRCT
211
Tower Research Capital (TRC)
New York
– – -7,477 Closed
RIA
212
Realta Investment Advisors
Delaware
– – -4,725 Closed
PP
213
PrairieView Partners
Minnesota
– – -1,869 Closed
GI
214
Gradient Investments
Minnesota
– – -1,589 Closed
AWM
215
Abound Wealth Management
Tennessee
– – -367 Closed
AssetMark Inc
216
AssetMark Inc
California
– – -349 Closed
CBT
217
Central Bank & Trust
Kentucky
– – -280 Closed
MAM
218
Marquette Asset Management
Minnesota
– – -263 Closed
CTB
219
Country Trust Bank
Illinois
– – -199 Closed
SIS
220
Sound Income Strategies
Florida
– – -141 Closed
RFA
221
Register Financial Advisors
Georgia
– – -131 Closed
NC
222
NewSquare Capital
Pennsylvania
– – -118 Closed
GLR
223
Great Lakes Retirement
Ohio
– – – –
5 6 7 8
9