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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 19 closing their positions.

Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
78
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$34.2M
2
RWP
2
RWA Wealth Partners
Massachusetts
$3.24M
3
AWM
3
AE Wealth Management
Kansas
$21.5M
4
WA
4
Win Advisors
Florida
$2.84M
5
AM
5
AGF Management
Ontario, Canada
$3.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$39.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DAS
3
Diversify Advisory Services
Utah
$1.23M
4
CAG
4
Crestwood Advisors Group
Massachusetts
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$39.9M 1,353,946 -139,114 -9%
Lido Advisors
2
Lido Advisors
California
$34.2M 1,160,069 +124,874 +12%
CNC
3
Citizens & Northern Corp
Pennsylvania
$23.7M 804,193 +39,680 +5%
AWM
4
AE Wealth Management
Kansas
$21.5M 729,408 +104,381 +17%
T
5
TrueFG
Texas
$16.2M 548,462 -13,321 -2%
BDF
6
Black Diamond Financial
Maryland
$14.3M 481,947 +47,474 +11%
PFA
7
Pure Financial Advisors
California
$13.3M 449,545 -11,204 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.2M 448,245 +58,820 +15%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$12.6M 427,240 +19,698 +5%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.6M 393,691 +12,352 +3%
AAS
11
Avantax Advisory Services
Texas
$10.4M 353,815 +12,049 +4%
MCM
12
MAI Capital Management
Ohio
$10.1M 342,835 -820 -0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.82M 333,095 +27,874 +9%
LPL Financial
14
LPL Financial
California
$9.23M 312,951 -10,969 -3%
Creative Planning
15
Creative Planning
Kansas
$7.77M 263,418 -8,029 -3%
DAS
16
Dynamic Advisor Solutions
Arizona
$6.61M 224,225 +3,097 +1%
AFTS
17
American Financial & Tax Strategies
New York
$5.67M 192,224 -585 -0.3%
PWA
18
Physician Wealth Advisors
Utah
$5.62M 192,391 -18,338 -9%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.11M 173,334 +13,504 +8%
Financial Engines Advisors
20
Financial Engines Advisors
California
$4.37M 148,332 -8,908 -6%
DWM
21
Diversify Wealth Management
Utah
$4.33M 148,275 +29,610 +25%
ISWM
22
Independent Solutions Wealth Management
New York
$4.28M 145,331 -7,925 -5%
MAM
23
Marotta Asset Management
Virginia
$4.17M 141,485 -342 -0.2%
HighTower Advisors
24
HighTower Advisors
Illinois
$4.01M 135,885 -847 -0.6%
GGS
25
Galvin Gaustad & Stein
Arizona
$3.82M 129,572 +2,325 +2%
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