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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

Fidelity MSCI Real Estate Index ETF logo
$26.87 +0.48 (+1.82%)
(As of 12/20/2024 04:33 PM 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)
91
Total
Institutional Inflows
(last 12 months)
$55.92M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$82.73M
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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
12/19/2024 Independent Solutions Wealth Management LLC145,331$4.28M1.0%-5.2%0.392%
11/25/2024 Wilmington Savings Fund Society FSB6,984$206K0.0%N/A0.019%
11/18/2024 Rehmann Capital Advisory Group108,937$3.21M0.2%-1.6%0.294%
11/18/2024 Sunbelt Securities Inc.34,447$1.02M0.1%+99.4%0.093%
11/15/2024 MML Investors Services LLC92,888$2.74M0.0%-0.5%0.250%
11/15/2024 Orion Portfolio Solutions LLC57,875$1.71M0.0%-5.8%0.156%
11/15/2024 EP Wealth Advisors LLC18,522$546K0.0%-3.3%0.050%
11/15/2024 HighTower Advisors LLC135,885$4.01M0.0%-0.6%0.366%
11/14/2024 Stone House Investment Management LLC2,035$60K0.0%-42.1%0.005%
11/13/2024 Townsquare Capital LLC12,554$370K0.0%+7.4%0.034%
11/13/2024 FMR LLC3,153$93K0.0%-17.3%0.008%
11/13/2024 Brown Brothers Harriman & Co.2,853$84K0.0%+147.7%0.008%
11/12/2024Larson Financial Group LLC1,257$37K0.0%+2,144.6%0.003%
11/12/2024 Meridian Wealth Management LLC9,797$289K0.0%N/A0.026%
11/12/2024 Nwam LLC65,620$1.93M0.1%N/A0.177%
11/12/2024 Asset Management Group Inc.72,384$2.13M0.4%+0.6%0.195%
11/8/2024 Cedar Wealth Management LLC17,594$519K0.2%+1,606.5%0.047%
11/8/2024 Sachetta LLC61,328$1.81M0.7%+5.6%0.165%
11/8/2024 PNC Financial Services Group Inc.1,353,946$39.91M0.0%-9.3%3.649%
11/7/2024 MAI Capital Management342,835$10.11M0.1%-0.2%0.924%
11/7/2024 MB Generational Wealth LLC7,396$218K0.2%N/A0.020%
11/7/2024 Essential Planning LLC.126,512$3.73M1.5%+0.4%0.341%
11/6/2024 Birchcreek Wealth Management LLC34,105$1.01M0.7%+1.7%0.092%
11/6/2024 Black Diamond Financial LLC481,947$14.25M2.4%+10.9%1.299%
11/6/2024 OneDigital Investment Advisors LLC14,532$428K0.0%+9.7%0.039%
11/5/2024 Prime Capital Investment Advisors LLC8,001$236K0.0%-27.0%0.022%
11/4/2024 Venturi Wealth Management LLC14,297$421K0.0%-7.4%0.039%
11/4/2024 Riverpoint Wealth Management Holdings LLC427,240$12.60M3.2%+4.8%1.152%
11/4/2024 Sigma Planning Corp40,240$1.19M0.0%-4.4%0.108%
11/1/2024 Atria Investments Inc66,590$1.96M0.0%-5.3%0.179%
11/1/2024 Demars Financial Group LLC13,291$392K0.2%-7.5%0.036%
11/1/2024 Rather & Kittrell Inc.34,860$1.03M0.3%-3.6%0.094%
11/1/2024 Galvin Gaustad & Stein LLC129,572$3.82M0.3%+1.8%0.349%
11/1/2024 Beckerman Institutional LLC29,736$877K0.7%N/A0.080%
10/30/2024 Foster & Motley Inc.9,826$290K0.0%-25.6%0.026%
10/30/2024 HF Advisory Group LLC38,117$1.12M0.5%+1.2%0.103%
10/30/2024 Palisades Hudson Asset Management L.P.59,322$1.75M0.7%+4.2%0.160%
10/29/2024 Opes Wealth Management LLC104,956$3.09M0.6%+0.5%0.283%
10/29/2024 Pure Financial Advisors LLC449,545$13.25M0.3%-2.4%1.212%
10/28/2024 Penobscot Wealth Management10,421$307K0.2%-3.6%0.028%
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10/28/2024 Forte Asset Management LLC69,741$2.06M1.1%-4.7%0.188%
10/25/2024 Diversify Wealth Management LLC148,275$4.33M0.4%+25.0%0.400%
10/25/2024 Pathway Financial Advisers LLC11,069$326K0.0%-39.6%0.030%
10/25/2024 Lodestar Private Asset Management LLC65,512$1.93M0.2%+4.1%0.177%
10/25/2024 Diversify Advisory Services LLC42,321$1.23M0.1%-39.0%0.114%
10/24/2024 J.W. Cole Advisors Inc.26,412$779K0.0%+5.9%0.071%
10/24/2024 Modera Wealth Management LLC13,681$403K0.0%-3.0%0.037%
10/24/2024 Pathway Financial Advisers LLC11,069$326K0.0%-39.6%0.030%
10/22/2024 Eagle Bay Advisors LLC66,673$1.97M0.8%-13.0%0.180%
10/22/2024 Elevated Capital Advisors LLC9,675$285K0.1%N/A0.026%
10/22/2024 Private Advisor Group LLC7,473$220K0.0%-7.4%0.020%
10/18/2024Raymond James & Associates103,792$3.06M0.0%+1.0%0.280%
10/18/2024Blue Trust Inc.28,070$828K0.0%-23.2%0.076%
10/17/2024RFG Advisory LLC128,865$3.80M0.1%+2.7%0.347%
10/16/2024 Global Retirement Partners LLC17,453$515K0.0%+15.4%0.047%
10/16/2024 B.O.S.S. Retirement Advisors LLC16,480$486K0.1%+24.9%0.044%
10/16/2024 Physician Wealth Advisors Inc.192,391$5.62M1.0%-8.7%0.519%
10/16/2024 Lynch & Associates IN11,504$339K0.1%+3.9%0.031%
10/11/2024 Creative Planning263,418$7.77M0.0%-3.0%0.710%
10/9/2024 Red Mountain Financial LLC7,358$217K0.2%N/A0.020%
10/8/2024 CWM LLC4,336$128K0.0%+62.9%0.012%
10/8/2024 First National Corp MA ADV52,934$1.56M0.3%+1.7%0.143%
10/8/2024 Dynamic Advisor Solutions LLC224,225$6.61M0.2%+1.4%0.604%
10/7/2024 Schoolcraft Capital LLC123,465$3.64M0.7%-0.4%0.333%
8/19/2024 EP Wealth Advisors LLC19,151$485K0.0%-7.0%0.052%
8/16/2024 Northwestern Mutual Wealth Management Co.381,339$9.66M0.0%+0.1%1.028%
8/16/2024 Creative Planning271,447$6.88M0.0%-3.2%0.732%
8/16/2024 Full Sail Capital LLC54,125$1.37M0.1%-4.7%0.146%
8/16/2024 Clarity Asset Management Inc.19,200$487K0.3%+16.4%0.052%
8/13/2024 Asset Management Group Inc.71,983$1.82M0.3%-0.8%0.194%
8/13/2024 Balanced Wealth Group LLC24,897$624K0.2%-3.9%0.067%
8/13/2024 Thrivent Financial for Lutherans50,689$1.28M0.0%+5.2%0.137%
8/13/2024 AE Wealth Management LLC625,027$15.84M0.2%+29.4%1.685%
8/13/2024 Cedar Wealth Management LLC1,031$26K0.0%-96.9%0.003%
8/12/2024 Glass Jacobson Investment Advisors llc37,797$958K0.3%-1.8%0.102%
8/9/2024 SigFig Wealth Management LLC110,006$2.79M0.1%+2.7%0.297%
8/9/2024 Black Diamond Financial LLC434,473$11.01M2.1%+31.0%1.171%
8/8/2024 Diversify Wealth Management LLC118,665$3.18M0.4%N/A0.320%
8/8/2024 J.W. Cole Advisors Inc.24,937$632K0.0%+14.3%0.067%
8/8/2024 American Financial & Tax Strategies Inc.192,809$4.89M2.6%+1.6%0.520%
8/8/2024 Envestnet Asset Management Inc.305,221$7.73M0.0%+10.3%0.823%
8/8/2024 Grand Wealth Management LLC10,158$257K0.2%-32.0%0.027%
8/8/2024 Fingerlakes Wealth Management Inc.12,025$305K0.3%+38.3%0.032%
8/7/2024Truefg LLC561,783$14.24M5.1%+6.6%1.514%
8/7/2024 Sachetta LLC58,087$1.59M0.7%+29.1%0.157%
8/6/2024 Ausdal Financial Partners Inc.14,710$373K0.0%-6.7%0.040%
8/6/2024 Lynch & Associates IN11,071$281K0.1%+5.7%0.030%
8/6/2024 Opes Wealth Management LLC104,445$2.65M0.6%+1.5%0.282%
8/5/2024Blue Barn Wealth LLC100,454$2.55M1.4%+5.5%0.271%
8/3/2024 Foster & Motley Inc.13,212$335K0.0%-20.6%0.036%
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8/2/2024 Tortoise Investment Management LLC53,199$1.35M0.2%+67.2%0.143%
8/1/2024 Crestwood Advisors Group LLC25,702$651K0.0%-17.2%0.069%
8/1/2024 Riverpoint Wealth Management Holdings LLC407,542$10.33M2.9%+13.3%1.098%
8/1/2024 Palisades Hudson Asset Management L.P.56,951$1.44M0.7%+0.8%0.154%
7/31/2024Commonwealth Equity Services LLC389,425$9.87M0.0%-7.3%1.050%
7/31/2024 Citizens & Northern Corp764,513$19.37M6.1%+16.9%2.061%
7/30/2024 Lodestar Private Asset Management LLC62,933$1.60M0.2%+3.0%0.170%
7/30/2024 Atlas Capital Advisors LLC13,613$345K0.0%-11.7%0.037%
7/29/2024 Ameritas Advisory Services LLC11,080$281K0.0%N/A0.030%
7/26/2024 Eagle Bay Advisors LLC76,663$1.94M1.2%+8.7%0.207%
(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, 191 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. ($39.91M), Lido Advisors LLC ($20.01M), Citizens & Northern Corp ($19.37M), AE Wealth Management LLC ($15.84M), Black Diamond Financial LLC ($14.25M), and Truefg LLC ($14.24M).Learn more on FREL's institutional investors.

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

Of the 158 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: Riverpoint Wealth Management Holdings LLC ($346.12K), AE Wealth Management LLC ($217.93K), Black Diamond Financial LLC ($211.34K), Truefg LLC ($200.63K), LaSalle St. Investment Advisors LLC ($189.29K), Citizens & Northern Corp ($155.12K), and Envestnet Asset Management Inc. ($153.89K).

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

Institutional investors have bought a total of 5,582,549 shares in the last 24 months. This purchase volume represents approximately $141.41M in transactions.

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

Of the 113 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. ($7.08M), Commonwealth Equity Services LLC ($502.40K), Riverpoint Wealth Management Holdings LLC ($388.99K), Ronald Blue Trust Inc. ($201.21K), Adamsbrown Wealth Consultants LLC ($187.65K), Prostatis Group LLC ($174.05K), and Envestnet Asset Management Inc. ($172.98K).

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

Institutional investors have sold a total of 11,133,480 shares in the last 24 months. This volume of shares sold represents approximately $281.84M in transactions.


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This page (NYSEARCA:FREL) was last updated on 12/22/2024 by MarketBeat.com Staff
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