Fidelity MSCI Real Estate Index ETF
FREL
215 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Real Estate Index ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 28 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 63
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
2% more funds holding
Funds holding: 211 → 215 (+4)
3.59% less ownership
Funds ownership: 58.09% → 54.5% (-3.6%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
17% less capital invested
Capital invested by funds: $1.33B → $1.1B (-$229M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.1M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.82M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$4.21M |
| 4 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$2.05M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$105M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$38.3M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$21.1M |
| 4 |
WA
Wealthstar Advisors
Plano,
Texas
|
-$8.89M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$7.63M |
FREL Hedge Fund Activity: Q1 2022 in Review
215 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q1 2022, worth a combined $1.1B — down 17% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FREL positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 63 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $5.1M. The largest seller was PNC Financial Services Group, cutting an estimated $105M.
- 215 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q1 2022, up from 211 in Q4 2021.
- Funds reported $1.1B of Fidelity MSCI Real Estate Index ETF stock for Q1 2022, down 17% quarter-over-quarter.
- 35 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q1 2022 and 28 closed out, a net change of +7 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q1 2022 was Osaic Holdings, an estimated $5.1M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q1 2022 was PNC Financial Services Group, an estimated $105M sold.
Based on aggregated 13F filings for Q1 2022.