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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

191 hedge funds and large institutions have $776M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 30 closing their positions.

Holders
191
Holders Change
-15
Holders Change %
-7.28%
% of All Funds
3.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
17
Increased
83
Reduced
57
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$5.71M
2
HWA
2
Hilltop Wealth Advisors
North Carolina
$3.75M
3
EP
3
Essential Planning
New Hampshire
$2.24M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$4.19M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.46M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.87M
2
VWM
2
Venturi Wealth Management
Texas
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.41M
4
BTI
4
Blue Trust Inc
Georgia
$9.08M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$459M 19,173,717 -21,551 -0.1%
WSFS
2
Wilmington Savings Fund Society
Delaware
$32.5M 1,360,623 -31,290 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21.3M 890,934 -62,711 -7%
Lido Advisors
4
Lido Advisors
California
$16.8M 704,189 +34,727 +5%
CNC
5
Citizens & Northern Corp
Pennsylvania
$13M 543,913 +6,964 +1%
PFA
6
Pure Financial Advisors
California
$12.5M 521,285 -3,739 -0.7%
RWMH
7
Riverpoint Wealth Management Holdings
Illinois
$11M 461,340 -91 -0%
BTI
8
Blue Trust Inc
Georgia
$9.08M 334,129 -59,093 -15%
T
9
TrueFG
Texas
$8.64M 361,154 +16,073 +5%
MCM
10
MAI Capital Management
Ohio
$8.58M 358,639 +13,335 +4%
Creative Planning
11
Creative Planning
Kansas
$8.43M 352,509 +7,188 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.11M 255,557 +18,271 +8%
BDF
13
Black Diamond Financial
Maryland
$6.11M 255,515 +14,182 +6%
FSC
14
Full Sail Capital
Oklahoma
$5.8M 242,564 +22,273 +10%
AWM
15
AE Wealth Management
Kansas
$5.71M 238,637 +169,684 +246%
LPL Financial
16
LPL Financial
California
$5.32M 222,226 +18,346 +9%
AAS
17
Avantax Advisory Services
Texas
$5.18M 216,652 +14,513 +7%
Financial Engines Advisors
18
Financial Engines Advisors
California
$5.15M 215,219 +4,434 +2%
AI
19
Atria Investments
North Carolina
$4.38M 182,890 +11,672 +7%
AWC
20
Adamsbrown Wealth Consultants
Kansas
$4.19M 175,069 +53,569 +44%
AT
21
American Trust
Kentucky
$4.16M 173,752 -2,619 -1%
PWA
22
Physician Wealth Advisors
Utah
$3.92M 161,067 +23,509 +17%
SIA
23
Soltis Investment Advisors
Utah
$3.83M 160,224 +4,534 +3%
HWA
24
Hilltop Wealth Advisors
North Carolina
$3.75M 156,781 +156,781 New
SPC
25
Sigma Planning Corp
Michigan
$3.62M 151,499 +1,707 +1%
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