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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

199 hedge funds and large institutions have $461M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-9
Holders Change %
-4.33%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
88
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$5.28M
3
AM
AGF Management
Ontario, Canada
$8.2M
4
AWM
AE Wealth Management
Kansas
$28.2M
5
HCA
Heck Capital Advisors
Wisconsin
$5.74M

Top Sellers

1
EP
Essential Planning
New Hampshire
$3.55M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$33.4M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$0
4
Lido Advisors
Lido Advisors
California
$31.7M
5
Citadel Advisors
Citadel Advisors
Florida
$341K
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
– -$1.78M -65,840 Closed
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
– -$617K -22,845 Closed
OIA
203
OneDigital Investment Advisors
Kansas
– -$455K -16,822 Closed
Jane Street
204
Jane Street
New York
– -$390K -14,420 Closed
KPWS
205
Kestra Private Wealth Services
Texas
– -$352K -13,045 Closed
GGS
206
Galvin Gaustad & Stein
Arizona
– -$322K -11,902 Closed
KWA
207
Kingswood Wealth Advisors
California
– -$309K -11,423 Closed
PIAS
208
PCA Investment Advisory Services
Ohio
– -$231K -8,547 Closed
PCIA
209
Prime Capital Investment Advisors
Kansas
– -$203K -7,508 Closed
Corient Private Wealth
210
Corient Private Wealth
Florida
– -$202K -7,489 Closed
CFGS
211
Concourse Financial Group Securities
Alabama
– -$136K -4,985 Closed
TRCT
212
Tower Research Capital (TRC)
New York
– -$123K -4,560 Closed
KIM
213
Kestra Investment Management
Texas
– -$31.6K -1,170 Closed
BF
214
BOK Financial
Oklahoma
– -$22.1K -850 Closed
AssetMark Inc
215
AssetMark Inc
California
– -$20K -740 Closed
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
– -$17K -628 Closed
DF
217
DecisionPoint Financial
Arizona
– -$13.9K -516 Closed
PCA
218
PMV Capital Advisers
Texas
– -$9.54K -353 Closed
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
– -$8.65K -325 Closed
LDB
220
Lee, Danner & Bass
Tennessee
– -$2.7K -100 Closed
RF
221
Roxbury Financial
New Jersey
– -$2.33K -78 Closed
AWM
222
Avior Wealth Management
Nebraska
– -$1.67K -61 Closed
BNP Paribas Financial Markets
223
BNP Paribas Financial Markets
France
– -$892 -33 Closed
HWM
224
HighMark Wealth Management
Minnesota
– -$538 -20 Closed
GM
225
GeoWealth Management
Illinois
– -$21 -1 Closed
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