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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

182 hedge funds and large institutions have $1.12B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
75
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$667M
2
BCM
2
Brookstone Capital Management
Illinois
$62.8M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$10.3M
4
FMT
4
First Mercantile Trust
Tennessee
$6.06M
5
KAS
5
Kestra Advisory Services
Texas
$8.71M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
BWM
2
BerganKDV Wealth Management
Minnesota
$246K
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
Creative Planning
4
Creative Planning
Kansas
$11.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$667M 21,941,077 +4,272,676 +24%
BCM
2
Brookstone Capital Management
Illinois
$62.8M 1,999,079 +889,665 +80%
WSFS
3
Wilmington Savings Fund Society
Delaware
$60.1M 1,976,908 +88,204 +5%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$34.5M 1,134,394 -397 -0%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.3M 701,787 +68,176 +11%
PFA
6
Pure Financial Advisors
California
$17.9M 590,194 -41,165 -7%
CNC
7
Citizens & Northern Corp
Pennsylvania
$16.7M 548,139 +34,537 +7%
Lido Advisors
8
Lido Advisors
California
$14.5M 478,010 +41,470 +9%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$12.7M 418,467 +9,241 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.5M 377,277 +65,505 +21%
Creative Planning
11
Creative Planning
Kansas
$11.1M 365,364 -59,562 -14%
T
12
TrueFG
Texas
$10.7M 327,568 +34,370 +12%
BFA
13
Beaumont Financial Advisors
Massachusetts
$10.3M 338,751 +267,937 +378%
KAS
14
Kestra Advisory Services
Texas
$8.71M 286,550 +168,650 +143%
BFS
15
Bard Financial Services
Connecticut
$7.63M 250,962 +19,529 +8%
FSC
16
Full Sail Capital
Oklahoma
$7.54M 247,956 +30,529 +14%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.42M 210,768 +51,089 +32%
FMT
18
First Mercantile Trust
Tennessee
$6.06M 199,443 +171,011 +601%
Financial Engines Advisors
19
Financial Engines Advisors
California
$5.86M 192,617 +6,257 +3%
MCM
20
MAI Capital Management
Ohio
$5.61M 184,678 +25,745 +16%
CWM
21
Capital Wealth Management
Rhode Island
$4.87M 160,233 +7,558 +5%
PWA
22
Physician Wealth Advisors
Utah
$4.82M 151,482 -865 -0.6%
Mariner
23
Mariner
Kansas
$4.56M 149,849 +3,839 +3%
SPC
24
Sigma Planning Corp
Michigan
$4.19M 137,685 +12,392 +10%
AAS
25
Avantax Advisory Services
Texas
$4.1M 145,128 +21,794 +18%
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