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Fidelity MSCI Real Estate Index ETF

215 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Real Estate Index ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 63

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

2% more funds holding

Funds holding: 211215 (+4)

3.59% less ownership

Funds ownership: 58.09%54.5% (-3.6%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less capital invested

Capital invested by funds: $1.33B → $1.1B (-$229M)

Holders
215
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
35
Increased
82
Reduced
63
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$4.61M +$385K +12,149 +9%
SIA
27
Soltis Investment Advisors
Utah
$4.59M +$2.05M +64,854 +84%
Morgan Stanley
28
Morgan Stanley
New York
$4.36M +$19.7K +621 +0.5%
EP
29
Eudaimonia Partners
Tennessee
$4.34M +$4.25M +134,124 New
AI
30
Atria Investments
North Carolina
$4.3M +$4.21M +132,822 New
SWM
31
SigFig Wealth Management
California
$3.59M -$372K -11,755 -9%
BFA
32
Beaumont Financial Advisors
Massachusetts
$3.32M -$7.63M -240,901 -70%
JWCA
33
J.W. Cole Advisors
Florida
$3.28M +$39.6K +1,251 +1%
Stifel Financial
34
Stifel Financial
Missouri
$3.22M +$401K +12,662 +15%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.75M -$1.1M -34,639 -29%
MA
36
Mutual Advisors
Nebraska
$2.69M +$1.81M +57,021 +219%
Goldman Sachs
37
Goldman Sachs
New York
$2.65M +$1.48M +46,668 +133%
AMG
38
Asset Management Group
Connecticut
$2.56M +$20K +630 +0.8%
RJA
39
Raymond James & Associates
Florida
$2.36M -$179K -5,665 -7%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.34M -$1.44M -45,583 -39%
AWM
41
AE Wealth Management
Kansas
$2.33M -$1.28M -40,397 -36%
UBS Group
42
UBS Group
Switzerland
$2.31M -$66.9K -2,111 -3%
Mariner
43
Mariner
Kansas
$2.27M -$2.58M -81,528 -54%
LNC
44
Lincoln National Corp
Pennsylvania
$2.02M -$17.5K -551 -0.9%
ASN
45
Advisory Services Network
Georgia
$1.99M -$3.93K -124 -0.2%
MWM
46
Mission Wealth Management
California
$1.97M -$39.8K -1,257 -2%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.95M -$1.01K -32 -0.1%
GGS
48
Galvin Gaustad & Stein
Arizona
$1.85M +$83.6K +2,641 +5%
BBW
49
Blue Barn Wealth
Utah
$1.83M +$360K +11,352 +25%
CWM
50
Curi Wealth Management
North Carolina
$1.83M +$200K +6,326 +13%

FREL Hedge Fund Activity: Q1 2022 in Review

215 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q1 2022, worth a combined $1.1B — down 17% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FREL positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 63 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $5.1M. The largest seller was PNC Financial Services Group, cutting an estimated $105M.

  • 215 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q1 2022, up from 211 in Q4 2021.
  • Funds reported $1.1B of Fidelity MSCI Real Estate Index ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 35 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q1 2022 and 28 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q1 2022 was Osaic Holdings, an estimated $5.1M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q1 2022 was PNC Financial Services Group, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2022.