FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$15.8M
2
DWM
2
Diversify Wealth Management
Utah
$3.18M
3
CNC
3
Citizens & Northern Corp
Pennsylvania
$19.4M
4
BDF
4
Black Diamond Financial
Maryland
$11M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$2.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$37.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$563K
3
DAS
3
Diversify Advisory Services
Utah
$1.76M
4
NL
4
NWAM LLC
Washington
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$37.8M 1,493,060 -150,367 -9%
Lido Advisors
2
Lido Advisors
California
$26.2M 1,035,195 +47,069 +5%
CNC
3
Citizens & Northern Corp
Pennsylvania
$19.4M 764,513 +110,801 +17%
AWM
4
AE Wealth Management
Kansas
$15.8M 625,027 +141,975 +29%
T
5
TrueFG
Texas
$14.2M 561,783 +34,881 +7%
PFA
6
Pure Financial Advisors
California
$11.7M 460,749 -16,048 -3%
BDF
7
Black Diamond Financial
Maryland
$11M 434,473 +102,865 +31%
RWMH
8
Riverpoint Wealth Management Holdings
Illinois
$10.3M 407,542 +47,741 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.87M 389,425 -30,608 -7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$9.66M 381,339 +492 +0.1%
MCM
11
MAI Capital Management
Ohio
$8.71M 343,655 +29,125 +9%
AAS
12
Avantax Advisory Services
Texas
$8.66M 341,766 +6,015 +2%
LPL Financial
13
LPL Financial
California
$8.21M 323,920 +27,449 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.73M 305,221 +28,552 +10%
Creative Planning
15
Creative Planning
Kansas
$6.88M 271,447 -9,040 -3%
PWA
16
Physician Wealth Advisors
Utah
$5.68M 210,729 -9,578 -4%
DAS
17
Dynamic Advisor Solutions
Arizona
$5.6M 221,128 +23,391 +12%
AFTS
18
American Financial & Tax Strategies
New York
$4.89M 192,809 +3,051 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.05M 159,830 +10,326 +7%
Financial Engines Advisors
20
Financial Engines Advisors
California
$3.98M 157,240 -1,859 -1%
ISWM
21
Independent Solutions Wealth Management
New York
$3.88M 153,256 +2,092 +1%
MAM
22
Marotta Asset Management
Virginia
$3.56M 141,827 +27,709 +24%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.47M 136,732 -5,966 -4%
ASN
24
Advisory Services Network
Georgia
$3.38M 133,547 +680 +0.5%
GGS
25
Galvin Gaustad & Stein
Arizona
$3.22M 127,247 -1,253 -1%
1
2 3 4 5