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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

196 hedge funds and large institutions have $385M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
196
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
70
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$4.65M
2
Lido Advisors
2
Lido Advisors
California
$20.7M
3
MAM
3
Marotta Asset Management
Virginia
$1.8M
4
AWM
4
AE Wealth Management
Kansas
$7.55M
5
MCM
5
MAI Capital Management
Ohio
$10.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$80.2M
2
AWC
2
Adamsbrown Wealth Consultants
Kansas
$512K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.93M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$80.2M 3,198,065 -3,768,880 -54%
Lido Advisors
2
Lido Advisors
California
$20.7M 826,576 +74,811 +10%
RWMH
3
Riverpoint Wealth Management Holdings
Illinois
$18.5M 739,240 +7,633 +1%
CNC
4
Citizens & Northern Corp
Pennsylvania
$16.7M 666,645 +43,341 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.6M 541,652 -146,266 -21%
PFA
6
Pure Financial Advisors
California
$12.4M 493,635 -4,292 -0.9%
T
7
TrueFG
Texas
$11.8M 470,982 +40,288 +9%
MCM
8
MAI Capital Management
Ohio
$10.4M 415,949 +49,960 +14%
Creative Planning
9
Creative Planning
Kansas
$8.06M 321,095 -5,469 -2%
BDF
10
Black Diamond Financial
Maryland
$7.69M 306,392 +25,396 +9%
AWM
11
AE Wealth Management
Kansas
$7.55M 300,766 +64,656 +27%
AAS
12
Avantax Advisory Services
Texas
$6.72M 267,954 +22,060 +9%
LPL Financial
13
LPL Financial
California
$6.65M 264,969 +11,145 +4%
FSC
14
Full Sail Capital
Oklahoma
$6.44M 256,483 -16,895 -6%
PWA
15
Physician Wealth Advisors
Utah
$5.33M 210,359 +3,298 +2%
Financial Engines Advisors
16
Financial Engines Advisors
California
$4.69M 186,751 +6,167 +3%
DAS
17
Dynamic Advisor Solutions
Arizona
$4.65M 185,252 +83,111 +81%
HighTower Advisors
18
HighTower Advisors
Illinois
$4.3M 171,475 -18,451 -10%
SIA
19
Soltis Investment Advisors
Utah
$3.99M 159,051 -2,166 -1%
BTI
20
Blue Trust Inc
Georgia
$3.99M 160,097 -62,955 -28%
Morgan Stanley
21
Morgan Stanley
New York
$3.78M 150,469 -37,336 -20%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.58M 142,191 -3,087 -2%
SC
23
Schoolcraft Capital
Colorado
$3.57M 142,396 +18,941 +15%
LSIA
24
LaSalle St. Investment Advisors
Illinois
$3.51M 139,926 +8,798 +7%
ISWM
25
Independent Solutions Wealth Management
New York
$3.49M 139,092 +1,245 +0.9%
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