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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

180 hedge funds and large institutions have $941M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
31
Increased
67
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$34.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$538M
3
T
3
TrueFG
Texas
$8.92M
4
RWP
4
RWA Wealth Partners
Massachusetts
$5.91M
5
KAS
5
Kestra Advisory Services
Texas
$3.59M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$2.16M
2
AAS
2
Avantax Advisory Services
Texas
$3.5M
3
CNC
3
Citizens & Northern Corp
Pennsylvania
$15.6M
4
BFPW
4
BOK Financial Private Wealth
Colorado
$1.37M
5
FP
5
Financial Perspectives
Minnesota
$75K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$538M 17,668,401 +839,809 +5%
WSFS
2
Wilmington Savings Fund Society
Delaware
$57.5M 1,888,704 +56,923 +3%
BCM
3
Brookstone Capital Management
Illinois
$34.6M 1,109,414 +1,109,414 New
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$34.5M 1,134,791 +61,893 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.3M 633,611 +23,426 +4%
PFA
6
Pure Financial Advisors
California
$19.2M 631,359 -29,827 -5%
CNC
7
Citizens & Northern Corp
Pennsylvania
$15.6M 513,602 -73,991 -13%
Lido Advisors
8
Lido Advisors
California
$13.3M 436,540 -1,419 -0.3%
Creative Planning
9
Creative Planning
Kansas
$12.9M 424,926 -23,866 -5%
RWMH
10
Riverpoint Wealth Management Holdings
Illinois
$12.5M 409,226 +20,470 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.49M 311,772 +22,184 +8%
T
12
TrueFG
Texas
$8.92M 293,198 +293,198 New
BFS
13
Bard Financial Services
Connecticut
$7.04M 231,433 +9,359 +4%
FSC
14
Full Sail Capital
Oklahoma
$6.62M 217,427 +25,439 +13%
RWP
15
RWA Wealth Partners
Massachusetts
$5.91M 194,242 +194,242 New
Financial Engines Advisors
16
Financial Engines Advisors
California
$5.67M 186,360 -28,549 -13%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.86M 159,679 +53,751 +51%
MCM
18
MAI Capital Management
Ohio
$4.84M 158,933 +58,843 +59%
PWA
19
Physician Wealth Advisors
Utah
$4.78M 152,347 -6,374 -4%
CWM
20
Capital Wealth Management
Rhode Island
$4.65M 152,675 +52,083 +52%
FI
21
FormulaFolio Investments
Michigan
$4.52M 148,644 -6,902 -4%
Mariner
22
Mariner
Kansas
$4.44M 146,010 +36,062 +33%
SPC
23
Sigma Planning Corp
Michigan
$3.81M 125,293 +12,431 +11%
SWM
24
SigFig Wealth Management
California
$3.78M 124,121 +4,596 +4%
KAS
25
Kestra Advisory Services
Texas
$3.59M 117,900 +89,708 +318%
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