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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $881M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 32 closing their positions.

Holders
206
Holders Change
-8
Holders Change %
-3.74%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
82
Reduced
61
Closed
32
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$12.7M
2
BCM
2
Brookstone Capital Management
Illinois
$9.26M
3
VWM
3
Venturi Wealth Management
Texas
$2.23M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$3.3M
5
Jane Street
5
Jane Street
New York
$1.72M

Top Sellers

1
WSFS
1
Wilmington Savings Fund Society
Delaware
$37.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.45M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$521M
5
CWM
5
Capital Wealth Management
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$521M 19,195,268 -359,542 -2%
WSFS
2
Wilmington Savings Fund Society
Delaware
$37.8M 1,391,913 -640,155 -32%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$25.9M 953,645 +50,494 +6%
Lido Advisors
4
Lido Advisors
California
$18.2M 669,462 -70,874 -10%
CNC
5
Citizens & Northern Corp
Pennsylvania
$14.6M 536,949 -13,637 -2%
PFA
6
Pure Financial Advisors
California
$14.3M 525,024 -14,073 -3%
BTI
7
Blue Trust Inc
Georgia
$12.7M 393,222 +393,222 New
RWMH
8
Riverpoint Wealth Management Holdings
Illinois
$12.5M 461,431 +10,739 +2%
Creative Planning
9
Creative Planning
Kansas
$9.38M 345,321 -22,880 -6%
MCM
10
MAI Capital Management
Ohio
$9.38M 345,304 +22,624 +7%
T
11
TrueFG
Texas
$9.37M 345,081 +879 +0.3%
BCM
12
Brookstone Capital Management
Illinois
$9.26M 337,233 +93,496 +38%
BDF
13
Black Diamond Financial
Maryland
$6.61M 241,333 +56,654 +31%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.45M 237,286 -121,707 -34%
FSC
15
Full Sail Capital
Oklahoma
$5.98M 220,291 -37,715 -15%
Financial Engines Advisors
16
Financial Engines Advisors
California
$5.72M 210,785 -2,008 -0.9%
LPL Financial
17
LPL Financial
California
$5.54M 203,880 +53,800 +36%
AAS
18
Avantax Advisory Services
Texas
$5.49M 202,139 +23,568 +13%
BFS
19
Bard Financial Services
Connecticut
$5.07M 186,659 -72,453 -28%
AT
20
American Trust
Kentucky
$4.79M 176,371 -8,660 -5%
AI
21
Atria Investments
North Carolina
$4.65M 171,218 +38,396 +29%
Morgan Stanley
22
Morgan Stanley
New York
$4.46M 164,325 +29,773 +22%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.45M 163,399 -382,638 -70%
SIA
24
Soltis Investment Advisors
Utah
$4.23M 155,690 +13,860 +10%
SPC
25
Sigma Planning Corp
Michigan
$4.07M 149,792 -5,964 -4%
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