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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

204 hedge funds and large institutions have $375M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 11 closing their positions.

Holders
204
Holders Change
+27
Holders Change %
+15.25%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
67
Reduced
67
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFTS
1
American Financial & Tax Strategies
New York
$4.57M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.52M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.29M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.29M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$10M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$46.5M
2
RWMH
2
Riverpoint Wealth Management Holdings
Illinois
$9.35M
3
FSC
3
Full Sail Capital
Oklahoma
$1.59M
4
AT
4
American Trust
Kentucky
$0
5
CAG
5
Crestwood Advisors Group
Massachusetts
$877K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$46.5M 1,743,158 -749,012 -30%
Lido Advisors
2
Lido Advisors
California
$23.3M 875,217 -4,192 -0.5%
CNC
3
Citizens & Northern Corp
Pennsylvania
$17.7M 665,654 -17,624 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.5M 542,539 +165 +0%
T
5
TrueFG
Texas
$13.8M 518,598 +36,605 +8%
PFA
6
Pure Financial Advisors
California
$13M 488,789 +3,585 +0.7%
AWM
7
AE Wealth Management
Kansas
$10.1M 394,172 +83,721 +27%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$10M 376,844 +84,310 +29%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$9.35M 351,029 -388,993 -53%
BDF
10
Black Diamond Financial
Maryland
$8.84M 331,608 +17,268 +5%
MCM
11
MAI Capital Management
Ohio
$8.74M 328,127 -85,870 -21%
AAS
12
Avantax Advisory Services
Texas
$8.45M 316,951 +22,387 +8%
LPL Financial
13
LPL Financial
California
$7.66M 287,530 -277 -0.1%
Creative Planning
14
Creative Planning
Kansas
$7.59M 284,878 -30,244 -10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.35M 275,751 +78,297 +40%
Morgan Stanley
16
Morgan Stanley
New York
$5.95M 223,088 +75,995 +52%
PWA
17
Physician Wealth Advisors
Utah
$5.67M 218,730 -2,069 -0.9%
DAS
18
Dynamic Advisor Solutions
Arizona
$5.07M 194,167 +3,554 +2%
Financial Engines Advisors
19
Financial Engines Advisors
California
$4.68M 175,535 -6,407 -4%
AFTS
20
American Financial & Tax Strategies
New York
$4.57M 171,597 +171,597 New
HighTower Advisors
21
HighTower Advisors
Illinois
$4.17M 156,691 -6,144 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.89M 145,771 -38,697 -21%
ISWM
23
Independent Solutions Wealth Management
New York
$3.88M 145,593 +1,896 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.7M 138,830 +27,657 +25%
GGS
25
Galvin Gaustad & Stein
Arizona
$3.43M 128,652 +13,635 +12%
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