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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

193 hedge funds and large institutions have $480M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
72
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.59M
2
CI
2
CX Institutional
Indiana
$2.52M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.98M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$2.54M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.36M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$174M
2
AI
2
Atria Investments
North Carolina
$1.49M
3
BFS
3
Bard Financial Services
Connecticut
$1.05M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.26M
5
LSIA
5
LaSalle St. Investment Advisors
Illinois
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$174M 6,966,945 -11,236,712 -62%
Lido Advisors
2
Lido Advisors
California
$18.7M 751,765 +35,067 +5%
RWMH
3
Riverpoint Wealth Management Holdings
Illinois
$18.2M 731,607 +43,889 +6%
CNC
4
Citizens & Northern Corp
Pennsylvania
$15.5M 623,304 +977 +0.2%
PFA
5
Pure Financial Advisors
California
$12.4M 497,927 -4,743 -0.9%
T
6
TrueFG
Texas
$10.7M 430,694 +3,854 +0.9%
MCM
7
MAI Capital Management
Ohio
$9.12M 365,989 +1,120 +0.3%
Creative Planning
8
Creative Planning
Kansas
$8.13M 326,564 -11,467 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.21M 289,610 -10,458 -3%
BDF
10
Black Diamond Financial
Maryland
$7M 280,996 +27,652 +11%
FSC
11
Full Sail Capital
Oklahoma
$6.81M 273,378 +11,015 +4%
LPL Financial
12
LPL Financial
California
$6.32M 253,824 +22,198 +10%
AAS
13
Avantax Advisory Services
Texas
$6.13M 245,894 +12,379 +5%
AWM
14
AE Wealth Management
Kansas
$5.88M 236,110 -4,140 -2%
BTI
15
Blue Trust Inc
Georgia
$5.53M 223,052 -40,132 -15%
CAG
16
Crestwood Advisors Group
Massachusetts
$5.33M 213,776 -5,501 -3%
PWA
17
Physician Wealth Advisors
Utah
$5.16M 207,061 +8,518 +4%
AWC
18
Adamsbrown Wealth Consultants
Kansas
$4.9M 196,706 +1,619 +0.8%
HighTower Advisors
19
HighTower Advisors
Illinois
$4.71M 189,926 -15,083 -7%
Morgan Stanley
20
Morgan Stanley
New York
$4.68M 187,805 +14,007 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.59M 184,438 +141,250 +327%
Financial Engines Advisors
22
Financial Engines Advisors
California
$4.5M 180,584 -49,028 -21%
SIA
23
Soltis Investment Advisors
Utah
$4.02M 161,217 -19,379 -11%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$3.67M 147,401 -19,076 -11%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.62M 145,278 -30,730 -17%
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