FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

157 hedge funds and large institutions have $772M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
61
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$463M
2
WSFS
2
Wilmington Savings Fund Society
Delaware
$50.4M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$7.62M
4
AAS
4
Avantax Advisory Services
Texas
$5.44M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$29.5M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$4.52M
2
BCM
2
Beaumont Capital Management
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.96M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.92M
5
PCS
5
Personal CFO Solutions
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$463M 16,828,592 +936,170 +6%
WSFS
2
Wilmington Savings Fund Society
Delaware
$50.4M 1,831,781 +330,585 +22%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$29.5M 1,072,898 +95,098 +10%
PFA
4
Pure Financial Advisors
California
$18.2M 661,186 -46,879 -7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.8M 610,185 -28,381 -4%
CNC
6
Citizens & Northern Corp
Pennsylvania
$16.2M 587,593 +44,952 +8%
Creative Planning
7
Creative Planning
Kansas
$12.3M 448,792 -15,469 -3%
Lido Advisors
8
Lido Advisors
California
$12M 437,959 +62,661 +17%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$10.7M 388,756 +85,152 +28%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.96M 289,588 -133,387 -32%
BFA
11
Beaumont Financial Advisors
Massachusetts
$7.62M 277,072 +223,785 +420%
BFS
12
Bard Financial Services
Connecticut
$6.11M 222,074 +24,698 +13%
Financial Engines Advisors
13
Financial Engines Advisors
California
$5.91M 214,909 +26,667 +14%
AAS
14
Avantax Advisory Services
Texas
$5.44M 208,572 +106,647 +105%
FSC
15
Full Sail Capital
Oklahoma
$5.4M 191,988 +14,335 +8%
FI
16
FormulaFolio Investments
Michigan
$4.52M 155,546 -983,723 -86%
PWA
17
Physician Wealth Advisors
Utah
$4.45M 158,721 -1,781 -1%
SWM
18
SigFig Wealth Management
California
$3.28M 119,525 +7,672 +7%
SPC
19
Sigma Planning Corp
Michigan
$3.1M 112,862 -6,338 -5%
BFPW
20
BOK Financial Private Wealth
Colorado
$3.06M 111,342 -1,035 -0.9%
Mariner
21
Mariner
Kansas
$3.02M 109,948 +32,954 +43%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.92M 105,928 -53,549 -34%
CWM
23
Capital Wealth Management
Rhode Island
$2.77M 100,592 +21,276 +27%
MCM
24
MAI Capital Management
Ohio
$2.75M 100,090 +25,485 +34%
Goldman Sachs
25
Goldman Sachs
New York
$2.75M 100,000 – –
1
2 3 4 5