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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

209 hedge funds and large institutions have $1.32B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 15 closing their positions.

Holders
209
Holders Change
+27
Holders Change %
+14.84%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
50
Increased
82
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$794M
2
WA
2
Wealthstar Advisors
Texas
$8.89M
3
Lido Advisors
3
Lido Advisors
California
$23.5M
4
AT
4
American Trust
Kentucky
$6.56M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.4M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$48.3M
2
KAS
2
Kestra Advisory Services
Texas
$4.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.9M
4
HT
4
HAP Trading
New York
$0
5
PFA
5
Pure Financial Advisors
California
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$794M 22,866,210 +925,133 +4%
WSFS
2
Wilmington Savings Fund Society
Delaware
$70.2M 2,021,267 +44,359 +2%
BCM
3
Brookstone Capital Management
Illinois
$48.3M 1,451,901 -547,178 -27%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$34M 1,115,874 -18,520 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$26.1M 751,072 +49,285 +7%
Lido Advisors
6
Lido Advisors
California
$23.5M 678,183 +200,173 +42%
CNC
7
Citizens & Northern Corp
Pennsylvania
$19.8M 569,096 +20,957 +4%
PFA
8
Pure Financial Advisors
California
$19.2M 553,047 -37,147 -6%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$15.4M 442,270 +23,803 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$13.4M 385,120 +174,352 +83%
Creative Planning
11
Creative Planning
Kansas
$12.5M 358,588 -6,776 -2%
BFA
12
Beaumont Financial Advisors
Massachusetts
$11.9M 343,430 +4,679 +1%
T
13
TrueFG
Texas
$11.5M 332,358 +4,790 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.9M 313,171 -64,106 -17%
MCM
15
MAI Capital Management
Ohio
$10.1M 289,876 +105,198 +57%
WA
16
Wealthstar Advisors
Texas
$8.89M 255,939 +255,939 New
BFS
17
Bard Financial Services
Connecticut
$8.77M 252,480 +1,518 +0.6%
FSC
18
Full Sail Capital
Oklahoma
$8.01M 254,861 +6,905 +3%
Financial Engines Advisors
19
Financial Engines Advisors
California
$7.14M 205,643 +13,026 +7%
AT
20
American Trust
Kentucky
$6.56M 189,036 +189,036 New
CWM
21
Capital Wealth Management
Rhode Island
$5.79M 166,881 +6,648 +4%
AAS
22
Avantax Advisory Services
Texas
$5.51M 158,276 +13,148 +9%
SPC
23
Sigma Planning Corp
Michigan
$5.49M 158,245 +20,560 +15%
Mariner
24
Mariner
Kansas
$5.26M 151,621 +1,772 +1%
BDF
25
Black Diamond Financial
Maryland
$5.14M 148,073 +87,144 +143%
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