Fidelity MSCI Real Estate Index ETF
FREL
36 hedge funds and large institutions have $116M invested in Fidelity MSCI Real Estate Index ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,800% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 1
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
81% more capital invested
Capital invested by funds: $64M → $116M (+$51.8M)
57% more funds holding
Funds holding: 23 → 36 (+13)
2% more ownership
Funds ownership: 48.56% → 50.56% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$546K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
SG Americas Securities
New York
| $171K | +$175K | +6,989 | New |
|
27
Creative Planning
Overland Park,
Kansas
| $163K | +$167K | +6,673 | New |
|
|
TIM
28
Tortoise Investment Management
White Plains,
New York
| $141K | +$112K | +4,470 | +349% |
|
29
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $134K | +$32.2K | +1,284 | +31% |
|
|
MFS
30
MSI Financial Services
Springfield,
Massachusetts
| $127K | +$59K | +2,355 | +83% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $81K | +$33.6K | +1,342 | +68% |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| $35K | +$35.4K | +1,411 | New |
|
|
CWM
33
Concert Wealth Management
San Jose,
California
| $21K | +$22K | +879 | New |
|
34
Wells Fargo
San Francisco,
California
| $20K | +$20K | +800 | New |
|
|
AWM
35
AllSquare Wealth Management
Albany,
New York
| $8K | – | – | – |
|
36
BlackRock
New York
| $2K | +$25 | +1 | +2% |
|
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$11K | -449 | Closed |
|
FREL Hedge Fund Activity: Q3 2016 in Review
36 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q3 2016, worth a combined $116M — up 81% from $64M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FREL positions and 1 closed out — a net gain of 13 holders — while 19 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $13.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $546K.
- 36 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q3 2016, up from 23 in Q2 2016.
- Funds reported $116M of Fidelity MSCI Real Estate Index ETF stock for Q3 2016, up 81% quarter-over-quarter.
- 14 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q3 2016 and 1 closed out, a net change of +13 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q3 2016 was Envestnet Asset Management, an estimated $13.5M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q3 2016 was Commonwealth Equity Services, an estimated $546K sold.
Based on aggregated 13F filings for Q3 2016.