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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

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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)
101
Total
Institutional Inflows
(last 12 months)
$62.38M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$212.15M
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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
5/17/2024Investmark Advisory Group LLC15,826$413K0.2%+11.4%0.043%
5/14/2024 EP Wealth Advisors LLC20,594$537K0.0%-15.7%0.056%
5/13/2024Cedar Wealth Management LLC33,322$869K0.3%-2.4%0.090%
5/11/2024 Beaumont Financial Advisors LLC46,955$1.23M0.1%-11.2%0.127%
5/10/2024 Blue Barn Wealth LLC95,186$2.48M1.4%+3.3%0.257%
5/10/2024 Nwam LLC62,393$1.55M0.1%+11.8%0.168%
5/9/2024 Orion Portfolio Solutions LLC56,943$1.49M0.0%-34.2%0.153%
5/9/2024 Eagle Bay Advisors LLC70,514$1.84M1.2%+5.2%0.190%
5/8/2024 Avantax Advisory Services Inc.335,751$8.76M0.1%+5.9%0.905%
5/7/2024 PFG Advisors9,177$239K0.0%+9.2%0.025%
5/6/2024 Advisory Services Network LLC132,867$3.47M0.1%+42.6%0.358%
5/3/2024 Forte Asset Management LLC69,405$1.81M1.1%+11.3%0.187%
5/2/2024 Life Planning Partners Inc42,386$1.11M1.1%+7.3%0.114%
5/1/2024 Blue Trust Inc.36,559$954K0.0%-68.6%0.099%
5/1/2024 Mission Wealth Management LP23,240$606K0.0%-5.7%0.063%
5/1/2024 Diversify Advisory Services LLC130,570$3.35M0.2%N/A0.352%
4/30/2024 J.W. Cole Advisors Inc.21,809$569K0.0%+17.0%0.059%
4/29/2024Commonwealth Equity Services LLC420,033$10.96M0.0%-22.6%1.132%
4/27/2024 Glass Jacobson Investment Advisors llc38,501$1.01M0.4%+4.9%0.104%
4/25/2024 Lodestar Private Asset Management LLC61,084$1.59M0.2%+6.2%0.165%
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%
3/22/2024 PNC Financial Services Group Inc.1,743,158$46.46M0.0%-30.1%4.336%
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3/11/2024Red Mountain Financial LLC8,019$214K0.3%N/A0.020%
2/29/2024 Tortoise Investment Management LLC32,231$859K0.1%-33.6%0.080%
2/28/2024 EP Wealth Advisors LLC24,442$651K0.0%+7.5%0.061%
2/16/2024 Clarity Asset Management Inc.17,180$458K0.4%N/A0.043%
2/16/2024Aspect Partners LLC6,613$176K0.1%N/A0.016%
2/16/2024 PCA Investment Advisory Services Inc.9,122$243K0.2%-29.7%0.023%
2/13/2024 Tower Research Capital LLC TRC 59,308$1.58M0.0%-41.5%0.148%
2/12/2024 Palisades Hudson Asset Management L.P.51,523$1.37M0.7%N/A0.128%
2/9/2024 Advisory Services Network LLC93,193$2.48M0.1%+126.6%0.232%
2/9/2024 Orion Portfolio Solutions LLC86,486$2.29M0.0%N/A0.215%
2/9/2024 Citizens & 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%
2/9/2024 Sachetta LLC44,987$1.20M0.6%N/A0.112%
2/9/2024 PNC 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%
2/8/2024 Tortoise Investment Management LLC31,815$803K0.1%-34.5%0.079%
2/8/2024 SigFig Wealth Management LLC117,856$3.14M0.1%+6.6%0.293%
2/8/2024 Apexium Financial LP13,856$369K0.0%-48.8%0.034%
2/8/2024 Eagle Bay Advisors LLC67,034$1.79M1.1%-39.9%0.167%
2/7/2024 Avantax Advisory Services Inc.316,951$8.45M0.1%+7.6%0.788%
2/7/2024 AGF Management Ltd.31,826$848K0.0%+42.1%0.079%
2/7/2024 Northwest Financial Advisors986$26K0.0%N/A0.002%
2/7/2024 Principal Securities Inc.2,402$64K0.0%N/A0.006%
2/6/2024 Balanced Wealth Group LLC25,644$683K0.4%N/A0.064%
2/6/2024 Blue Barn Wealth LLC92,143$2.46M1.5%+8.4%0.229%
2/6/2024 Lincoln National Corp34,014$906K0.0%-37.3%0.085%
2/6/2024 Private Advisor Group LLC8,671$231K0.0%N/A0.022%
2/6/2024 Robertson Stephens Wealth Management LLC26,877$716K0.0%N/A0.067%
2/6/2024 Riverpoint Wealth Management Holdings LLC351,029$9.36M2.8%-52.6%0.873%
2/5/2024 Mission Wealth Management LP24,644$657K0.0%-24.8%0.061%
2/5/2024 Birchcreek Wealth Management LLC29,445$785K0.5%+9.7%0.073%
2/2/2024 Rather & Kittrell Inc.37,189$991K0.3%-3.6%0.093%
2/2/2024 Penobscot Wealth Management13,080$349K0.2%N/A0.033%
2/2/2024 Atria 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%
2/1/2024 RWA Wealth Partners LLC51,677$1.38M0.0%N/A0.129%
2/1/2024 Sigma Planning Corp18,102$482K0.0%-59.9%0.045%
1/31/2024 J.W. Cole Advisors Inc.18,643$497K0.0%-14.7%0.046%
1/31/2024 Beaumont Financial Advisors LLC52,907$1.41M0.1%N/A0.132%
1/31/2024 Forte Asset Management LLC62,372$1.66M1.1%+6.5%0.155%
1/31/2024 Opes Wealth Management LLC94,436$2.52M0.6%+8.5%0.235%
1/31/2024 Tufton Capital Management23,019$613K0.1%-5.1%0.057%
1/31/2024 HF Advisory Group LLC28,635$763K0.5%+10.5%0.071%
1/30/2024 Capital Analysts LLC19,813$528K0.0%-17.4%0.049%
1/30/2024 Keel Point LLC19,986$533K0.1%+59.7%0.050%
1/30/2024 BOK Financial Private Wealth Inc.1,664$44K0.0%N/A0.004%
1/29/2024 Grand Wealth Management LLC13,616$363K0.2%-15.9%0.034%
1/29/2024 Crestwood Advisors Group LLC32,891$877K0.0%-73.2%0.082%
1/29/2024 Schoolcraft Capital LLC114,131$3.04M0.8%-18.7%0.284%
A letter is coming from the "Bureau of the Fiscal Service". (Ad)

Is your bank next? A powerful new trend is spreading like wildfire inside the US financial system. At least 41 banks are already involved. But the Federal Reserve predicts that number will grow fast.

See if your bank is involved right here.
1/29/2024 Lodestar Private Asset Management LLC57,524$1.53M0.2%+4.8%0.143%
1/29/2024 Adamsbrown Wealth Consultants LLC9,053$241K0.1%-28.8%0.023%
1/26/2024 Fingerlakes Wealth Management Inc.7,978$213K0.2%N/A0.020%
1/26/2024 Soltis 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%
1/24/2024 Mascoma 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%
(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, 194 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 ($10.96M).Learn more on FREL's institutional investors.

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

Of the 166 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 6,345,908 shares in the last 24 months. This purchase volume represents approximately $160.19M in transactions.

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

Of the 115 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 ($342.96K), Envestnet Asset Management Inc. ($294.69K), Ronald Blue Trust Inc. ($260.31K), and Bard Financial Services Inc. ($232.65K).

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

Institutional investors have sold a total of 11,748,422 shares in the last 24 months. This volume of shares sold represents approximately $296.50M in transactions.


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This page (NYSEARCA:FREL) was last updated on 5/18/2024 by MarketBeat.com Staff

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