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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

208 hedge funds and large institutions have $641M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
83
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$227M
2
DFG
2
Demars Financial Group
Washington
$11.7M
3
AWM
3
AE Wealth Management
Kansas
$24.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.3M
5
FPCP
5
Fort Point Capital Partners
California
$2.45M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
GGS
2
Galvin Gaustad & Stein
Arizona
$322K
3
WA
3
Win Advisors
Florida
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
201
Transamerica Financial Advisors
Florida
$1K – – –
RBC
202
Roble Belko & Company
Pennsylvania
$1K +$38 +1 +4%
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$892 +$892 +33 New
CAWM
204
Capital A Wealth Management
Pennsylvania
$540 +$540 +20 New
HWM
205
HighMark Wealth Management
Minnesota
$538 +$538 +20 New
AIA
206
Armor Investment Advisors
North Carolina
$513 +$432 +16 +533%
PWA
207
Provenance Wealth Advisors
Florida
$405 – – –
GM
208
GeoWealth Management
Illinois
$21 -$21 -1 -50%
ACA
209
Aptus Capital Advisors
Alabama
$18 – – –
RWP
210
RWA Wealth Partners
Massachusetts
– -$3.24M -109,779 Closed
WA
211
Win Advisors
Florida
– -$2.84M -96,195 Closed
OPS
212
Orion Portfolio Solutions
Nebraska
– -$1.71M -57,875 Closed
BCI
213
Brinker Capital Investments
Pennsylvania
– -$1.71M -57,875 Closed
STB
214
S&T Bank
Pennsylvania
– -$794K -26,929 Closed
CWM
215
Cedar Wealth Management
California
– -$519K -17,594 Closed
BOSSRA
216
B.O.S.S. Retirement Advisors
Utah
– -$486K -16,480 Closed
TC
217
TownSquare Capital
Utah
– -$370K -12,554 Closed
VWM
218
VCI Wealth Management
Missouri
– -$357K -12,103 Closed
MWM
219
Meridian Wealth Management
Kentucky
– -$289K -9,797 Closed
MFG
220
Merit Financial Group
Georgia
– -$258K -8,738 Closed
GWM
221
Grand Wealth Management
Michigan
– -$251K -8,530 Closed
PAG
222
Private Advisor Group
New Jersey
– -$220K -7,473 Closed
MWM
223
Merriman Wealth Management
Washington
– -$218K -7,396 Closed
MGW
224
MB Generational Wealth
Washington
– -$218K -7,396 Closed
RMF
225
Red Mountain Financial
Colorado
– -$217K -7,358 Closed
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