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Fidelity MSCI Real Estate Index ETF
FREL

210 hedge funds and large institutions have $647M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

49% more capital invested

Capital invested by funds: $434M → $647M (+$213M)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

23.04% more ownership

Funds ownership: 40.22% → 63.27% (+23%)

4% more funds holding

Funds holding: 202 → 210 (+8)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
83
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
+$224M
2
DFG
Demars Financial Group
Washington
+$8.67M
3
AWM
AE Wealth Management
Kansas
+$4.62M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.39M
5
FPCP
Fort Point Capital Partners
California
+$2.59M

Top Sellers

1
GGS
Galvin Gaustad & Stein
Arizona
-$3.37M
2
RWP
RWA Wealth Partners
Massachusetts
-$3.24M
3
WA
Win Advisors
Florida
-$2.84M
4
BCI
Brinker Capital Investments
Pennsylvania
-$1.71M
5
OPS
Orion Portfolio Solutions
Nebraska
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
226
Merriman Wealth Management
Washington
– -$218K -7,396 Closed
RMF
227
Red Mountain Financial
Colorado
– -$217K -7,358 Closed
SHIM
228
Stone House Investment Management
Pennsylvania
– -$60K -2,035 Closed
NFA
229
Northwest Financial Advisors
Virginia
– -$29.1K -986 Closed
GGI
230
Godsey & Gibb Inc
Virginia
– -$29K -983 Closed
JIP
231
Jaffetilchin Investment Partners
Florida
– -$11.3K -384 Closed
MWM
232
Mascoma Wealth Management
New Hampshire
– -$4.42K -150 Closed
NSIM
233
North Star Investment Management
Illinois
– -$2.3K -78 Closed
EWM
234
EPG Wealth Management
Georgia
– -$1.1K -37 Closed
6 7 8 9
10

FREL Hedge Fund Activity: Q4 2024 in Review

210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2024, worth a combined $647M — up 49% from $434M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FREL positions and 23 closed out — a net gain of 12 holders — while 83 added to existing stakes and 64 trimmed.

The largest buyer was Essential Planning, adding an estimated $224M. The largest seller was Galvin Gaustad & Stein, cutting an estimated $3.37M.

  • 210 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2024, up from 202 in Q3 2024.
  • Funds reported $647M of Fidelity MSCI Real Estate Index ETF stock for Q4 2024, up 49% quarter-over-quarter.
  • 35 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2024 and 23 closed out, a net change of +12 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2024 was Essential Planning, an estimated $224M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2024 was Galvin Gaustad & Stein, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2024.