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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

199 hedge funds and large institutions have $461M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
199
Holders Change
-9
Holders Change %
-4.33%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
88
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.4M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.28M
3
AM
3
AGF Management
Ontario, Canada
$8.2M
4
AWM
4
AE Wealth Management
Kansas
$28.2M
5
HCA
5
Heck Capital Advisors
Wisconsin
$5.74M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$3.55M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$33.4M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$0
4
Lido Advisors
4
Lido Advisors
California
$31.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$341K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$33.4M 1,215,331 -98,734 -8%
Lido Advisors
2
Lido Advisors
California
$31.7M 1,153,327 -54,424 -5%
AWM
3
AE Wealth Management
Kansas
$28.2M 1,026,029 +135,000 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.4M 887,449 +493,841 +125%
CNC
5
Citizens & Northern Corp
Pennsylvania
$21.7M 790,369 +7,302 +0.9%
T
6
TrueFG
Texas
$16.1M 587,099 +23,534 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.9M 579,677 +12,870 +2%
BDF
8
Black Diamond Financial
Maryland
$15.6M 566,193 +36,999 +7%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$12.4M 450,035 +19,293 +4%
DFG
10
Demars Financial Group
Washington
$12M 328,810 +12,547 +4%
PFA
11
Pure Financial Advisors
California
$11.4M 416,409 -20,275 -5%
AAS
12
Avantax Advisory Services
Texas
$11.4M 413,873 +52,504 +15%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$11.3M 411,071 +11,761 +3%
LPL Financial
14
LPL Financial
California
$9.82M 357,459 +46,042 +15%
MCM
15
MAI Capital Management
Ohio
$9.27M 337,395 +11,841 +4%
AM
16
AGF Management
Ontario, Canada
$8.2M 298,678 +156,924 +111%
Creative Planning
17
Creative Planning
Kansas
$6.84M 249,070 -7,894 -3%
DAS
18
Dynamic Advisor Solutions
Arizona
$6.44M 234,589 +10,715 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.93M 215,669 +41,003 +23%
HCA
20
Heck Capital Advisors
Wisconsin
$5.74M 209,065 +119,616 +134%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$5.37M 195,411 +27,481 +16%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$5.28M 192,178 +177,619 +1,220%
AFTS
23
American Financial & Tax Strategies
New York
$5.12M 186,368 -5,862 -3%
PWA
24
Physician Wealth Advisors
Utah
$5.06M 184,133 -3,715 -2%
MML Investors Services
25
MML Investors Services
Massachusetts
$4.55M 165,507 +30,672 +23%
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