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Fidelity MSCI Real Estate Index ETF
FREL
FREL
207 hedge funds and large institutions have $883M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 61 reducing their positions, and 32 closing their positions.
New
Increased
Maintained
Reduced
Closed
36% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 61
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.02% less ownership
Funds ownership: 54.5% → 53.47% (-1%)
4% less funds holding
Funds holding: 215 → 207 (-8)
16% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 32
20% less capital invested
Capital invested by funds: $1.1B → $883M (-$215M)
Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
83
Reduced
61
Closed
32
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K
Top Buyers
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.78M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$2.45M |
| 3 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
+$2.36M |
| 4 |
Jane Street
New York
|
+$1.88M |
| 5 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$1.69M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
226
Win Advisors
Palm Beach Gardens,
Florida
| – | -$50K | -1,545 | Closed |
|
|
ADL
227
Asset Dedication LLC
San Francisco,
California
| – | -$35K | -1,093 | Closed |
|
|
HA
228
Herold Advisors
New York
| – | -$24.3K | -750 | Closed |
|
|
QCG
229
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$20K | -616 | Closed |
|
|
T
230
TCWP
Beachwood,
Ohio
| – | -$16K | -508 | Closed |
|
|
EIP
231
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$9K | -304 | Closed |
|
|
COCM
232
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$10K | -294 | Closed |
|
|
PCFFS
233
Pacific Center for Financial Services
San Ramon,
California
| – | -$9K | -283 | Closed |
|
234
UBS AM
Chicago,
Illinois
| – | -$8.78K | -271 | Closed |
|
|
PFS
235
Prospera Financial Services
Dallas,
Texas
| – | -$3K | -98 | Closed |
|
236
JP Morgan Chase
New York
| – | -$2.89K | -97 | -95% |
|
|
SWA
237
SOA Wealth Advisors
New York
| – | +$30 | +1 | +7% |
|