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Fidelity MSCI Real Estate Index ETF
FREL

Overview Fund Activity

206 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
72
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
$2.86M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$2.77M
3
SC
Soundwatch Capital
Connecticut
$2.24M
4
Lido Advisors
Lido Advisors
California
$33M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.36M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.4M
2
DFG
Demars Financial Group
Washington
$269K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.15M
4
ASN
Advisory Services Network
Georgia
$575K
5
QC
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$33M +$1.84M +68,081 +6%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$30.4M -$2.5M -92,528 -8%
AWM
3
AE Wealth Management
Kansas
$28.1M +$320K +11,846 +1%
CNC
4
Citizens & Northern Corp
Pennsylvania
$22.2M +$802K +29,642 +4%
T
5
TrueFG
Texas
$16.3M +$441K +16,317 +3%
BDF
6
Black Diamond Financial
Maryland
$15.3M +$21.2K +783 +0.1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.4M -$9.6M -354,887 -40%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.9M -$1.73M -64,154 -11%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$12.6M +$469K +17,341 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.3M +$157K +5,822 +1%
PFA
11
Pure Financial Advisors
California
$11.1M -$171K -6,331 -2%
AAS
12
Avantax Advisory Services
Texas
$10.9M -$243K -8,981 -2%
LPL Financial
13
LPL Financial
California
$10.5M +$820K +30,312 +8%
MCM
14
MAI Capital Management
Ohio
$10.3M +$1.16M +42,827 +13%
AM
15
AGF Management
Ontario, Canada
$8.2M +$121K +4,473 +1%
DAS
16
Dynamic Advisor Solutions
Arizona
$6.52M +$173K +6,401 +3%
HCA
17
Heck Capital Advisors
Wisconsin
$6.32M +$671K +24,812 +12%
Creative Planning
18
Creative Planning
Kansas
$6.19M -$540K -19,988 -8%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$5.37M +$82.3K +3,043 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.19M -$638K -23,610 -11%
AFTS
21
American Financial & Tax Strategies
New York
$5.12M +$77.3K +2,860 +2%
MML Investors Services
22
MML Investors Services
Massachusetts
$4.98M +$502K +18,553 +11%
PWA
23
Physician Wealth Advisors
Utah
$4.75M -$234K -8,645 -5%
MAM
24
Marotta Asset Management
Virginia
$4.53M +$703K +26,008 +18%
Morgan Stanley
25
Morgan Stanley
New York
$4.16M -$117K -4,334 -3%
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