Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

$27.06

+0.47 (+1.77%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 103
Total Institutional Inflows (last 12 months): $58.96M

Number of Institutional Sellers (last 12 months): 69
Total Institutional Outflows (last 12 months): $204.45M

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FREL Institutional Buying and Selling by Quarter

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Fidelity MSCI Real Estate Index ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Eagle Bay Advisors LLC	76,663	$1.94M	1.2%	+8.7%	0.207%
7/26/2024	Cambridge Investment Research Advisors Inc.	102,136	$2.59M	0.0%	-0.7%	0.275%
7/26/2024	Schoolcraft Capital LLC	124,001	$3.14M	0.7%	+7.5%	0.334%
7/19/2024	Demars Financial Group LLC	14,362	$364K	0.2%	-5.5%	0.039%
7/19/2024	Raymond James & Associates	102,796	$2.61M	0.0%	+22.6%	0.277%
7/18/2024	Gradient Investments LLC	1,589	$40K	0.0%	N/A	0.004%
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7/18/2024	Brookstone Capital Management	18,661	$506K	0.0%	-14.5%	0.050%
7/18/2024	Pure Financial Advisors LLC	460,749	$11.68M	0.3%	-3.4%	1.242%
7/17/2024	Physician Wealth Advisors Inc.	210,729	$5.68M	1.0%	-4.3%	0.568%
7/17/2024	Galvin Gaustad & Stein LLC	127,247	$3.22M	0.3%	-1.0%	0.343%
7/16/2024	Aspect Partners LLC	5,388	$137K	0.1%	-18.5%	0.015%
7/15/2024	Dynamic Advisor Solutions LLC	221,128	$5.60M	0.2%	+11.8%	0.596%
7/15/2024	RFG Advisory LLC	125,526	$3.18M	0.1%	+15.8%	0.338%
7/12/2024	Diversify Advisory Services LLC	69,348	$1.76M	0.1%	-46.9%	0.187%
7/12/2024	First National Corp MA ADV	52,065	$1.32M	0.3%	-10.4%	0.140%
7/10/2024	CWM LLC	2,661	$67K	0.0%	+388.3%	0.007%
5/29/2024	Pathway Financial Advisers LLC	18,459	$482K	0.2%	N/A	0.050%
5/24/2024	Cetera Advisors LLC	9,949	$260K	0.0%	N/A	0.027%
5/24/2024	Cetera Investment Advisers	60,352	$1.58M	0.0%	+79.3%	0.163%
5/21/2024	Atria Investments Inc	58,749	$1.53M	0.0%	+5.2%	0.158%
5/17/2024	Investmark Advisory Group LLC	15,826	$413K	0.2%	+11.4%	0.043%
5/14/2024	EP Wealth Advisors LLC	20,594	$537K	0.0%	-15.7%	0.056%
5/13/2024	Cedar Wealth Management LLC	33,322	$869K	0.3%	-2.4%	0.090%
5/11/2024	Beaumont Financial Advisors LLC	46,955	$1.23M	0.1%	-11.2%	0.127%
5/10/2024	Blue Barn Wealth LLC	95,186	$2.48M	1.4%	+3.3%	0.257%
5/10/2024	Nwam LLC	62,393	$1.55M	0.1%	+11.8%	0.168%
5/9/2024	Orion Portfolio Solutions LLC	56,943	$1.49M	0.0%	-34.2%	0.153%
5/9/2024	Eagle Bay Advisors LLC	70,514	$1.84M	1.2%	+5.2%	0.190%
5/8/2024	Avantax Advisory Services Inc.	335,751	$8.76M	0.1%	+5.9%	0.905%
5/7/2024	PFG Advisors	9,177	$239K	0.0%	+9.2%	0.025%
5/6/2024	Advisory Services Network LLC	132,867	$3.47M	0.1%	+42.6%	0.358%
5/3/2024	Forte Asset Management LLC	69,405	$1.81M	1.1%	+11.3%	0.187%
5/2/2024	Life Planning Partners Inc	42,386	$1.11M	1.1%	+7.3%	0.114%
5/1/2024	Blue Trust Inc.	36,559	$954K	0.0%	-68.6%	0.099%
5/1/2024	Mission Wealth Management LP	23,240	$606K	0.0%	-5.7%	0.063%
5/1/2024	Diversify Advisory Services LLC	130,570	$3.35M	0.2%	N/A	0.352%
4/30/2024	J.W. Cole Advisors Inc.	21,809	$569K	0.0%	+17.0%	0.059%
4/29/2024	Commonwealth Equity Services LLC	420,033	$10.96M	0.0%	-22.6%	1.132%
4/27/2024	Glass Jacobson Investment Advisors llc	38,501	$1.01M	0.4%	+4.9%	0.104%
4/25/2024	Lodestar Private Asset Management LLC	61,084	$1.59M	0.2%	+6.2%	0.165%
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4/24/2024	Demars Financial Group LLC	15,204	$397K	0.2%	+3.3%	0.041%
4/23/2024	Truefg LLC	526,902	$13.75M	5.0%	+1.6%	1.420%
4/23/2024	Global Retirement Partners LLC	16,884	$441K	0.0%	-3.2%	0.046%
4/23/2024	Venturi Wealth Management LLC	29,053	$758K	0.0%	-21.7%	0.078%
4/23/2024	Revisor Wealth Management LLC	9,160	$242K	0.1%	N/A	0.025%
4/23/2024	Raymond James Financial Services Advisors Inc.	140,551	$3.67M	0.0%	+1.2%	0.379%
4/22/2024	HF Advisory Group LLC	31,081	$811K	0.5%	+8.5%	0.084%
4/17/2024	Physician Wealth Advisors Inc.	220,307	$5.26M	1.1%	+0.7%	0.594%
4/15/2024	Brookstone Capital Management	21,818	$569K	0.0%	-7.7%	0.059%
4/15/2024	Sunbelt Securities Inc.	17,413	$454K	0.1%	+3.0%	0.047%
4/15/2024	Atlas Capital Advisors LLC	15,411	$402K	0.1%	+36.2%	0.042%
4/15/2024	Disciplined Investments LLC	12,699	$331K	0.2%	+8.9%	0.034%
4/15/2024	Schoolcraft Capital LLC	115,387	$3.01M	0.7%	+1.1%	0.311%
4/12/2024	Dynamic Advisor Solutions LLC	197,737	$5.16M	0.2%	+1.8%	0.492%
4/11/2024	RFG Advisory LLC	108,353	$2.83M	0.1%	+1.9%	0.270%
4/10/2024	BCS Wealth Management	20,274	$529K	0.2%	-4.6%	0.050%
4/9/2024	Lynch & Associates IN	10,472	$273K	0.1%	+13.8%	0.026%
4/9/2024	Rise Advisors LLC	1,220	$32K	0.0%	-42.7%	0.003%
4/2/2024	Marotta Asset Management	114,118	$2.98M	0.6%	+7.2%	0.284%
3/22/2024	PNC Financial Services Group Inc.	1,743,158	$46.46M	0.0%	-30.1%	4.336%
3/11/2024	Red Mountain Financial LLC	8,019	$214K	0.3%	N/A	0.020%
2/29/2024	Tortoise Investment Management LLC	32,231	$859K	0.1%	-33.6%	0.080%
2/28/2024	EP Wealth Advisors LLC	24,442	$651K	0.0%	+7.5%	0.061%
2/16/2024	Clarity Asset Management Inc.	17,180	$458K	0.4%	N/A	0.043%
2/16/2024	Aspect Partners LLC	6,613	$176K	0.1%	N/A	0.016%
2/16/2024	PCA Investment Advisory Services Inc.	9,122	$243K	0.2%	-29.7%	0.023%
2/13/2024	Tower Research Capital LLC TRC	59,308	$1.58M	0.0%	-41.5%	0.148%
2/12/2024	Palisades Hudson Asset Management L.P.	51,523	$1.37M	0.7%	N/A	0.128%
2/9/2024	Advisory Services Network LLC	93,193	$2.48M	0.1%	+126.6%	0.232%
2/9/2024	Orion Portfolio Solutions LLC	86,486	$2.29M	0.0%	N/A	0.215%
2/9/2024	Citizens & Northern Corp	665,654	$17.74M	6.3%	-2.6%	1.656%
2/9/2024	Cambridge Investment Research Advisors Inc.	103,022	$2.75M	0.0%	-2.7%	0.256%
2/9/2024	Sachetta LLC	44,987	$1.20M	0.6%	N/A	0.112%
2/9/2024	PNC Financial Services Group Inc.	1,743,158	$46.46M	0.0%	-30.1%	4.336%
2/8/2024	Truefg LLC	518,598	$13.82M	5.5%	+7.6%	1.290%
2/8/2024	Tortoise Investment Management LLC	31,815	$803K	0.1%	-34.5%	0.079%
2/8/2024	SigFig Wealth Management LLC	117,856	$3.14M	0.1%	+6.6%	0.293%
2/8/2024	Apexium Financial LP	13,856	$369K	0.0%	-48.8%	0.034%
2/8/2024	Eagle Bay Advisors LLC	67,034	$1.79M	1.1%	-39.9%	0.167%
2/7/2024	Avantax Advisory Services Inc.	316,951	$8.45M	0.1%	+7.6%	0.788%
2/7/2024	AGF Management Ltd.	31,826	$848K	0.0%	+42.1%	0.079%
2/7/2024	Northwest Financial Advisors	986	$26K	0.0%	N/A	0.002%
2/7/2024	Principal Securities Inc.	2,402	$64K	0.0%	N/A	0.006%
2/6/2024	Balanced Wealth Group LLC	25,644	$683K	0.4%	N/A	0.064%
2/6/2024	Blue Barn Wealth LLC	92,143	$2.46M	1.5%	+8.4%	0.229%
2/6/2024	Lincoln National Corp	34,014	$906K	0.0%	-37.3%	0.085%
2/6/2024	Private Advisor Group LLC	8,671	$231K	0.0%	N/A	0.022%
2/6/2024	Robertson Stephens Wealth Management LLC	26,877	$716K	0.0%	N/A	0.067%
2/6/2024	Riverpoint Wealth Management Holdings LLC	351,029	$9.36M	2.8%	-52.6%	0.873%
2/5/2024	Mission Wealth Management LP	24,644	$657K	0.0%	-24.8%	0.061%
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2/5/2024	Birchcreek Wealth Management LLC	29,445	$785K	0.5%	+9.7%	0.073%
2/2/2024	Rather & Kittrell Inc.	37,189	$991K	0.3%	-3.6%	0.093%
2/2/2024	Penobscot Wealth Management	13,080	$349K	0.2%	N/A	0.033%
2/2/2024	Atria Wealth Solutions Inc.	24,264	$647K	0.0%	+5.7%	0.060%
2/1/2024	Demars Financial Group LLC	14,715	$392K	0.2%	-47.1%	0.037%
2/1/2024	Foster & Motley Inc.	24,730	$659K	0.0%	+19.3%	0.062%
2/1/2024	RWA Wealth Partners LLC	51,677	$1.38M	0.0%	N/A	0.129%
2/1/2024	Sigma Planning Corp	18,102	$482K	0.0%	-59.9%	0.045%
1/31/2024	J.W. Cole Advisors Inc.	18,643	$497K	0.0%	-14.7%	0.046%
1/31/2024	Beaumont Financial Advisors LLC	52,907	$1.41M	0.1%	N/A	0.132%

(Data available from 1/1/2016 forward)

FREL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FREL shares?: During the previous two years, 192 institutional investors and hedge funds held shares of Fidelity MSCI Real Estate Index ETF. The most heavily invested institutionals were Graham Capital Wealth Management LLC ($1.38B), PNC Financial Services Group Inc. ($46.46M), Lido Advisors LLC ($20.01M), Citizens & Northern Corp ($17.74M), Truefg LLC ($13.75M), Pure Financial Advisors LLC ($11.68M), and Commonwealth Equity Services LLC ($10.96M).Learn more on FREL's institutional investors.
Which institutional investors have been buying Fidelity MSCI Real Estate Index ETF stock?: Of the 164 institutional investors that purchased Fidelity MSCI Real Estate Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ronald Blue Trust Inc. ($393.22K), Udine Wealth Management Inc. ($350.14K), Riverpoint Wealth Management Holdings LLC ($289.42K), AE Wealth Management LLC ($245.64K), LaSalle St. Investment Advisors LLC ($189.29K), Truefg LLC ($166.63K), and Lido Advisors LLC ($162.37K).
How much institutional buying is happening at Fidelity MSCI Real Estate Index ETF?: Institutional investors have bought a total of 6,229,387 shares in the last 24 months. This purchase volume represents approximately $156.77M in transactions.

Which Fidelity MSCI Real Estate Index ETF major shareholders have been selling company stock?: Of the 117 institutional investors that sold Fidelity MSCI Real Estate Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PNC Financial Services Group Inc. ($6.94M), Commonwealth Equity Services LLC ($534.50K), Riverpoint Wealth Management Holdings LLC ($388.99K), Brookstone Capital Management ($346.12K), Envestnet Asset Management Inc. ($294.69K), Ronald Blue Trust Inc. ($260.31K), and Adamsbrown Wealth Consultants LLC ($187.65K).
How much institutional selling is happening at Fidelity MSCI Real Estate Index ETF?: Institutional investors have sold a total of 11,706,626 shares in the last 24 months. This volume of shares sold represents approximately $294.89M in transactions.