FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

214 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Real Estate Index ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 27 closing their positions.

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
35
Increased
81
Reduced
63
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.3M
3
EP
3
Eudaimonia Partners
Tennessee
$4.34M
4
AI
4
Atria Investments
North Carolina
$4.3M
5
SIA
5
Soltis Investment Advisors
Utah
$4.59M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$633M
2
BCM
2
Brookstone Capital Management
Illinois
$7.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15.6M
4
WA
4
Wealthstar Advisors
Texas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$3.32M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$633M 19,554,810 -3,311,400 -14%
WSFS
2
Wilmington Savings Fund Society
Delaware
$65.8M 2,032,068 +10,801 +0.5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$29.3M 903,151 +152,079 +20%
Lido Advisors
4
Lido Advisors
California
$24M 740,336 +62,153 +9%
Osaic Holdings
5
Osaic Holdings
Arizona
$19M 546,037 +160,917 +42%
CNC
6
Citizens & Northern Corp
Pennsylvania
$17.8M 550,586 -18,510 -3%
PFA
7
Pure Financial Advisors
California
$17.5M 539,097 -13,950 -3%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$15.6M 450,186 -665,688 -60%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$14.6M 450,692 +8,422 +2%
Creative Planning
10
Creative Planning
Kansas
$11.9M 368,201 +9,613 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.6M 358,993 +45,822 +15%
T
12
TrueFG
Texas
$11.1M 344,202 +11,844 +4%
MCM
13
MAI Capital Management
Ohio
$10.5M 322,680 +32,804 +11%
BFS
14
Bard Financial Services
Connecticut
$8.39M 259,112 +6,632 +3%
FSC
15
Full Sail Capital
Oklahoma
$8.36M 258,006 +3,145 +1%
BCM
16
Brookstone Capital Management
Illinois
$7.9M 243,737 -1,208,164 -83%
Financial Engines Advisors
17
Financial Engines Advisors
California
$6.89M 212,793 +7,150 +3%
AT
18
American Trust
Kentucky
$5.99M 185,031 -4,005 -2%
BDF
19
Black Diamond Financial
Maryland
$5.98M 184,679 +36,606 +25%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$5.62M 173,556 +55,045 +46%
AAS
21
Avantax Advisory Services
Texas
$5.41M 178,571 +20,295 +13%
CWM
22
Capital Wealth Management
Rhode Island
$5.11M 157,835 -9,046 -5%
SPC
23
Sigma Planning Corp
Michigan
$5.05M 155,756 -2,489 -2%
LPL Financial
24
LPL Financial
California
$4.86M 150,080 +50,668 +51%
PWA
25
Physician Wealth Advisors
Utah
$4.65M 150,029 +894 +0.6%
1
2 3 4 5