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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
1
Diversify Advisory Services
Utah
$3.35M
2
Lido Advisors
2
Lido Advisors
California
$25.8M
3
AWM
3
AE Wealth Management
Kansas
$12.6M
4
ASN
4
Advisory Services Network
Georgia
$3.47M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.63M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$42.9M
4
BTI
4
Blue Trust Inc
Georgia
$954K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$42.9M 1,643,427 -99,731 -6%
Lido Advisors
2
Lido Advisors
California
$25.8M 988,126 +112,909 +13%
CNC
3
Citizens & Northern Corp
Pennsylvania
$17.1M 653,712 -11,942 -2%
T
4
TrueFG
Texas
$13.7M 526,902 +8,304 +2%
AWM
5
AE Wealth Management
Kansas
$12.6M 483,052 +88,880 +23%
PFA
6
Pure Financial Advisors
California
$12.4M 476,797 -11,992 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$11M 420,033 -122,506 -23%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$9.94M 380,847 +4,003 +1%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$9.39M 359,801 +8,772 +2%
BDF
10
Black Diamond Financial
Maryland
$8.84M 331,608 – –
AAS
11
Avantax Advisory Services
Texas
$8.76M 335,751 +18,800 +6%
MCM
12
MAI Capital Management
Ohio
$8.21M 314,530 -13,597 -4%
LPL Financial
13
LPL Financial
California
$7.73M 296,471 +8,941 +3%
Creative Planning
14
Creative Planning
Kansas
$7.32M 280,487 -4,391 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.22M 276,669 +918 +0.3%
PWA
16
Physician Wealth Advisors
Utah
$5.26M 220,307 +1,577 +0.7%
DAS
17
Dynamic Advisor Solutions
Arizona
$5.16M 197,737 +3,570 +2%
AFTS
18
American Financial & Tax Strategies
New York
$4.95M 189,758 +18,161 +11%
Financial Engines Advisors
19
Financial Engines Advisors
California
$4.15M 159,099 -16,436 -9%
ISWM
20
Independent Solutions Wealth Management
New York
$3.94M 151,164 +5,571 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.9M 149,504 +3,733 +3%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.73M 142,698 -13,993 -9%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.67M 140,551 +1,721 +1%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.63M 138,978 +32,602 +31%
ASN
25
Advisory Services Network
Georgia
$3.47M 132,867 +39,674 +43%
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