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Fidelity MSCI Real Estate Index ETF
FREL

92 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

10% more funds holding

Funds holding: 84 → 92 (+8)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less capital invested

Capital invested by funds: $344M → $335M (-$9.1M)

6.15% less ownership

Funds ownership: 56.91% → 50.75% (-6.2%)

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
34
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
TRUE Private Wealth Advisors
Oregon
+$12M
2
RWMH
Riverpoint Wealth Management Holdings
Illinois
+$5.63M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.5M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$3.77M
5
VF
Virtu Financial
New York
+$3.63M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$23.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.66M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.36M
4
Jane Street
Jane Street
New York
-$1.78M
5
ASN
Advisory Services Network
Georgia
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Mission Wealth Management
California
$2.29M +$600K +25,435 +33%
SIAM
27
Sterling Investment Advisors (Missouri)
Missouri
$2.24M -$17.6K -745 -0.7%
SWM
28
SigFig Wealth Management
California
$2.03M -$99.3K -4,210 -4%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.9M +$1.2M +51,095 +152%
Jane Street
30
Jane Street
New York
$1.84M -$1.78M -75,446 -48%
IA
31
IFP Advisors
Florida
$1.59M +$176K +7,467 +12%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.58M -$128K -5,413 -7%
Stifel Financial
33
Stifel Financial
Missouri
$1.51M -$190K -8,060 -11%
AG
34
Advisor Group
Arizona
$1.4M +$1.27M +53,771 +632%
BFA
35
Beaumont Financial Advisors
Massachusetts
$1.38M -$23.9M -1,013,174 -94%
ST
36
Spinnaker Trust
Maine
$1.31M +$19.8K +838 +1%
LPL Financial
37
LPL Financial
California
$1.26M -$520K -22,061 -28%
Bank of America
38
Bank of America
North Carolina
$1.22M -$636K -26,986 -33%
FSC
39
Full Sail Capital
Oklahoma
$1.17M +$1.24M +52,424 New
ASN
40
Advisory Services Network
Georgia
$1.13M -$1.21M -51,417 -50%
UBS Group
41
UBS Group
Switzerland
$1.09M +$948K +40,208 +474%
TRCT
42
Tower Research Capital (TRC)
New York
$1.06M +$1.03M +43,555 +1,124%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.04M +$1.09M +46,290 New
AF
44
Advisornet Financial
Minnesota
$984K -$166K -7,036 -14%
ECM
45
Exchange Capital Management
Michigan
$760K +$21.2K +901 +3%
Morgan Stanley
46
Morgan Stanley
New York
$733K -$1.06M -45,017 -58%
ADL
47
Asset Dedication LLC
California
$723K +$33.7K +1,430 +5%
MWC
48
MKD Wealth Coaches
Michigan
$679K +$715K +30,314 New
STB
49
S&T Bank
Pennsylvania
$655K – – –
SG Americas Securities
50
SG Americas Securities
New York
$581K +$275K +11,672 +82%
1
2
3 4 5

FREL Hedge Fund Activity: Q4 2018 in Review

92 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2018, worth a combined $335M — down 2.6% from $344M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FREL positions and 10 closed out — a net gain of 11 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was TRUE Private Wealth Advisors, adding an estimated $12M. The largest seller was Beaumont Financial Advisors, cutting an estimated $23.9M.

  • 92 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2018, up from 84 in Q3 2018.
  • Funds reported $335M of Fidelity MSCI Real Estate Index ETF stock for Q4 2018, down 2.6% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2018 and 10 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2018 was TRUE Private Wealth Advisors, an estimated $12M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2018 was Beaumont Financial Advisors, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2018.