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Fidelity MSCI Real Estate Index ETF
FREL

52 hedge funds and large institutions have $87.4M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

29% more capital invested

Capital invested by funds: $67.7M → $87.4M (+$19.7M)

18% more funds holding

Funds holding: 44 → 52 (+8)

1.7% more ownership

Funds ownership: 28.49% → 30.19% (+1.7%)

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
28
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$9.99M
2
MWM
Mascoma Wealth Management
New Hampshire
+$4.37M
3
BFA
Beaumont Financial Advisors
Massachusetts
+$2.68M
4
HCA
Heck Capital Advisors
Wisconsin
+$2.42M
5
FI
FormulaFolio Investments
Michigan
+$2.16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.33M
2
SG Americas Securities
SG Americas Securities
New York
-$3.26M
3
Jane Street
Jane Street
New York
-$971K
4
BRWA
B. Riley Wealth Advisors
Florida
-$609K
5
SPC
Sigma Planning Corp
Michigan
-$506K
Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
26
Buffington Mohr McNeal
Idaho
$497K +$133K +5,526 +37%
ADL
27
Asset Dedication LLC
California
$477K +$14.1K +584 +3%
Lido Advisors
28
Lido Advisors
California
$446K +$76.5K +3,169 +21%
GRP
29
Global Retirement Partners
California
$419K -$430K -17,791 -51%
UBS Group
30
UBS Group
Switzerland
$412K -$72.5K -3,000 -15%
AA
31
Advisory Alpha
Michigan
$400K +$150K +6,192 +61%
PAG
32
Pinnacle Advisory Group
Maryland
$386K +$80.5K +3,333 +26%
STB
33
S&T Bank
Pennsylvania
$384K +$383K +15,838 New
FA
34
FDx Advisors
Illinois
$381K +$23K +952 +6%
SG Americas Securities
35
SG Americas Securities
New York
$316K -$3.26M -135,063 -91%
MML Investors Services
36
MML Investors Services
Massachusetts
$301K +$300K +12,438 New
TIM
37
Tortoise Investment Management
New York
$299K +$58.9K +2,440 +25%
PFS
38
Prospera Financial Services
Texas
$297K +$302K +12,494 New
LPL Financial
39
LPL Financial
California
$241K +$241K +9,962 New
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$235K +$18.4K +763 +9%
GC
41
Garde Capital
Washington
$223K – – –
IA
42
IFP Advisors
Florida
$80K +$5.65K +234 +8%
AG
43
Advisor Group
Arizona
$47K +$2.85K +118 +7%
SSB
44
Sandy Spring Bank
Maryland
$15K +$14.9K +617 New
MCIA
45
Mountain Capital Investment Advisors
Colorado
$12K +$11.7K +486 New
APSP
46
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
JWA
47
JFS Wealth Advisors
Pennsylvania
$9K +$9.37K +388 New
PA
48
Parallel Advisors
California
$6K – – –
BlackRock
49
BlackRock
New York
$4K +$290 +12 +7%
WA
50
WFG Advisors
Texas
$3K – – –
1
2
3

FREL Hedge Fund Activity: Q2 2017 in Review

52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q2 2017, worth a combined $87.4M — up 29% from $67.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FREL positions and 3 closed out — a net gain of 8 holders — while 28 added to existing stakes and 8 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $9.99M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 52 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q2 2017, up from 44 in Q1 2017.
  • Funds reported $87.4M of Fidelity MSCI Real Estate Index ETF stock for Q2 2017, up 29% quarter-over-quarter.
  • 11 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q2 2017 and 3 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q2 2017 was RWA Wealth Partners, an estimated $9.99M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q2 2017 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q2 2017.