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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

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(As of 04/25/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL)

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$68.00M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$220.70M
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FREL Institutional Buying and Selling by Quarter

Fidelity MSCI Real Estate Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Demars Financial Group LLC15,204$397K0.2%+3.3%0.041%
4/23/2024 Truefg LLC526,902$13.75M5.0%+1.6%1.420%
4/23/2024 Global Retirement Partners LLC16,884$441K0.0%-3.2%0.046%
4/23/2024 Venturi Wealth Management LLC29,053$758K0.0%-21.7%0.078%
4/23/2024 Revisor Wealth Management LLC9,160$242K0.1%N/A0.025%
4/23/2024 Raymond James Financial Services Advisors Inc.140,551$3.67M0.0%+1.2%0.379%
4/22/2024 HF Advisory Group LLC31,081$811K0.5%+8.5%0.084%
4/17/2024 Physician Wealth Advisors Inc.220,307$5.26M1.1%+0.7%0.594%
4/15/2024 Brookstone Capital Management21,818$569K0.0%-7.7%0.059%
4/15/2024 Sunbelt Securities Inc.17,413$454K0.1%+3.0%0.047%
4/15/2024 Atlas Capital Advisors LLC15,411$402K0.1%+36.2%0.042%
4/15/2024 Disciplined Investments LLC12,699$331K0.2%+8.9%0.034%
4/15/2024 Schoolcraft Capital LLC115,387$3.01M0.7%+1.1%0.311%
4/12/2024 Dynamic Advisor Solutions LLC197,737$5.16M0.2%+1.8%0.492%
4/11/2024 RFG Advisory LLC108,353$2.83M0.1%+1.9%0.270%
4/10/2024 BCS Wealth Management20,274$529K0.2%-4.6%0.050%
4/9/2024 Lynch & Associates IN10,472$273K0.1%+13.8%0.026%
4/9/2024 Rise Advisors LLC1,220$32K0.0%-42.7%0.003%
4/2/2024 Marotta Asset Management114,118$2.98M0.6%+7.2%0.284%
3/22/2024PNC Financial Services Group Inc.1,743,158$46.46M0.0%-30.1%4.336%
3/11/2024Red Mountain Financial LLC8,019$214K0.3%N/A0.020%
2/29/2024Tortoise Investment Management LLC32,231$859K0.1%-33.6%0.080%
2/28/2024EP Wealth Advisors LLC24,442$651K0.0%+7.5%0.061%
2/16/2024Clarity Asset Management Inc.17,180$458K0.4%N/A0.043%
2/16/2024Aspect Partners LLC6,613$176K0.1%N/A0.016%
2/16/2024PCA Investment Advisory Services Inc.9,122$243K0.2%-29.7%0.023%
2/13/2024Tower Research Capital LLC TRC 59,308$1.58M0.0%-41.5%0.148%
2/12/2024Palisades Hudson Asset Management L.P.51,523$1.37M0.7%N/A0.128%
2/9/2024Advisory Services Network LLC93,193$2.48M0.1%+126.6%0.232%
2/9/2024Orion Portfolio Solutions LLC86,486$2.29M0.0%N/A0.215%
2/9/2024Citizens & Northern Corp665,654$17.74M6.3%-2.6%1.656%
2/9/2024 Cambridge Investment Research Advisors Inc.103,022$2.75M0.0%-2.7%0.256%
2/9/2024Sachetta LLC44,987$1.20M0.6%N/A0.112%
2/9/2024PNC Financial Services Group Inc.1,743,158$46.46M0.0%-30.1%4.336%
2/8/2024 Truefg LLC518,598$13.82M5.5%+7.6%1.290%
2/8/2024Tortoise Investment Management LLC31,815$803K0.1%-34.5%0.079%
2/8/2024SigFig Wealth Management LLC117,856$3.14M0.1%+6.6%0.293%
2/8/2024 Apexium Financial LP13,856$369K0.0%-48.8%0.034%
2/8/2024Eagle Bay Advisors LLC67,034$1.79M1.1%-39.9%0.167%
2/7/2024Avantax Advisory Services Inc.316,951$8.45M0.1%+7.6%0.788%
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2/7/2024AGF Management Ltd.31,826$848K0.0%+42.1%0.079%
2/7/2024Northwest Financial Advisors986$26K0.0%N/A0.002%
2/7/2024Principal Securities Inc.2,402$64K0.0%N/A0.006%
2/6/2024Balanced Wealth Group LLC25,644$683K0.4%N/A0.064%
2/6/2024Blue Barn Wealth LLC92,143$2.46M1.5%+8.4%0.229%
2/6/2024Lincoln National Corp34,014$906K0.0%-37.3%0.085%
2/6/2024Private Advisor Group LLC8,671$231K0.0%N/A0.022%
2/6/2024Robertson Stephens Wealth Management LLC26,877$716K0.0%N/A0.067%
2/6/2024Riverpoint Wealth Management Holdings LLC351,029$9.36M2.8%-52.6%0.873%
2/5/2024Mission Wealth Management LP24,644$657K0.0%-24.8%0.061%
2/5/2024Birchcreek Wealth Management LLC29,445$785K0.5%+9.7%0.073%
2/2/2024Rather & Kittrell Inc.37,189$991K0.3%-3.6%0.093%
2/2/2024Penobscot Wealth Management13,080$349K0.2%N/A0.033%
2/2/2024Atria Wealth Solutions Inc.24,264$647K0.0%+5.7%0.060%
2/1/2024 Demars Financial Group LLC14,715$392K0.2%-47.1%0.037%
2/1/2024 Foster & Motley Inc.24,730$659K0.0%+19.3%0.062%
2/1/2024RWA Wealth Partners LLC51,677$1.38M0.0%N/A0.129%
2/1/2024Sigma Planning Corp18,102$482K0.0%-59.9%0.045%
1/31/2024J.W. Cole Advisors Inc.18,643$497K0.0%-14.7%0.046%
1/31/2024Beaumont Financial Advisors LLC52,907$1.41M0.1%N/A0.132%
1/31/2024Forte Asset Management LLC62,372$1.66M1.1%+6.5%0.155%
1/31/2024Opes Wealth Management LLC94,436$2.52M0.6%+8.5%0.235%
1/31/2024Tufton Capital Management23,019$613K0.1%-5.1%0.057%
1/31/2024 HF Advisory Group LLC28,635$763K0.5%+10.5%0.071%
1/30/2024Capital Analysts LLC19,813$528K0.0%-17.4%0.049%
1/30/2024 Keel Point LLC19,986$533K0.1%+59.7%0.050%
1/30/2024BOK Financial Private Wealth Inc.1,664$44K0.0%N/A0.004%
1/29/2024Grand Wealth Management LLC13,616$363K0.2%-15.9%0.034%
1/29/2024Crestwood Advisors Group LLC32,891$877K0.0%-73.2%0.082%
1/29/2024 Schoolcraft Capital LLC114,131$3.04M0.8%-18.7%0.284%
1/29/2024Lodestar Private Asset Management LLC57,524$1.53M0.2%+4.8%0.143%
1/29/2024Adamsbrown Wealth Consultants LLC9,053$241K0.1%-28.8%0.023%
1/26/2024 Fingerlakes Wealth Management Inc.7,978$213K0.2%N/A0.020%
1/26/2024Soltis Investment Advisors LLC79,114$2.11M0.2%-46.8%0.197%
1/25/2024 RFG Advisory LLC106,288$2.83M0.1%+10.9%0.264%
1/24/2024Mascoma Wealth Management LLC3,400$91K0.0%-34.0%0.008%
1/23/2024 Venturi Wealth Management LLC37,095$989K0.1%-8.4%0.092%
1/23/2024 Integrated Investment Consultants LLC31,000$826K0.1%-20.9%0.077%
1/23/2024 Physician Wealth Advisors Inc.218,730$5.67M1.3%-0.9%0.544%
1/23/2024 Cordant Inc.8,000$213K0.1%N/A0.020%
1/22/2024Glass Jacobson Investment Advisors llc36,712$978K0.4%+16.0%0.091%
1/19/2024PFG Advisors8,402$224K0.0%-12.4%0.021%
1/19/2024Life Planning Partners Inc39,511$1.05M1.0%N/A0.098%
1/18/2024 Global Retirement Partners LLC17,436$455K0.0%+8.9%0.043%
1/18/2024Blue Trust Inc.116,265$3.10M0.0%-12.5%0.289%
1/18/2024 First National Corp MA ADV58,098$1.55M0.4%+95.2%0.145%
1/16/2024 Thompson Investment Management Inc.7,838$209K0.0%+184.5%0.019%
1/16/2024 Raymond James Financial Services Advisors Inc.138,830$3.70M0.0%+24.9%0.345%
1/16/2024 Raymond James & Associates80,918$2.16M0.0%+3.6%0.201%
1/12/2024Mutual Advisors LLC32,719$872K0.0%-15.5%0.081%
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1/12/2024 Fortitude Family Office LLC2,029$54K0.0%N/A0.005%
1/11/2024 Brookstone Capital Management23,630$630K0.0%-27.9%0.059%
1/11/2024 Galvin Gaustad & Stein LLC128,652$3.43M0.3%+11.9%0.320%
1/11/2024 Ausdal Financial Partners Inc.14,927$398K0.0%-4.6%0.037%
1/11/2024 BCS Wealth Management21,254$566K0.2%+10.5%0.053%
1/11/2024 Dynamic Advisor Solutions LLC194,167$5.07M0.2%+1.9%0.483%
1/10/2024Dfpg Investments LLC112,993$2.97M0.2%+5.7%0.281%
1/8/2024 Lynch & Associates IN9,202$245K0.1%N/A0.023%
1/8/2024 Pure Financial Advisors LLC488,789$13.03M0.4%+0.7%1.216%
12/11/2023 Sunbelt Securities Inc.20,881$475K0.1%+6.0%0.052%
(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, 208 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 ($13.03M), and Commonwealth Equity Services LLC ($12.34M).Learn more on FREL's institutional investors.

Which institutional investors have been buying Fidelity MSCI Real Estate Index ETF stock?

Of the 175 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 ($297.84K), AE Wealth Management LLC ($245.64K), Commonwealth Equity Services LLC ($203.30K), Advisor Group Holdings Inc. ($193.55K), and Envestnet Asset Management Inc. ($189.43K).

How much institutional buying is happening at Fidelity MSCI Real Estate Index ETF?

Institutional investors have bought a total of 7,225,131 shares in the last 24 months. This purchase volume represents approximately $190.07M in transactions.

Which Fidelity MSCI Real Estate Index ETF major shareholders have been selling company stock?

Of the 119 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. ($10.25M), Commonwealth Equity Services LLC ($411.99K), Riverpoint Wealth Management Holdings LLC ($388.99K), Brookstone Capital Management ($342.96K), Envestnet Asset Management Inc. ($294.69K), Ronald Blue Trust Inc. ($260.31K), and Beaumont Financial Partners LLC ($240.90K).

How much institutional selling is happening at Fidelity MSCI Real Estate Index ETF?

Institutional investors have sold a total of 15,242,313 shares in the last 24 months. This volume of shares sold represents approximately $411.20M in transactions.


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This page (NYSEARCA:FREL) was last updated on 4/25/2024 by MarketBeat.com Staff

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