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Fidelity MSCI Real Estate Index ETF
FREL

196 hedge funds and large institutions have $778M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

2% more funds holding

Funds holding: 192 → 196 (+4)

0.05% more ownership

Funds ownership: 53.85% → 53.9% (+0.05%)

0% more capital invested

Capital invested by funds: $777M → $778M (+$341K)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
33
Increased
72
Reduced
64
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWMH
Riverpoint Wealth Management Holdings
Illinois
+$5.6M
2
CAG
Crestwood Advisors Group
Massachusetts
+$5.42M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.61M
4
ISWM
Independent Solutions Wealth Management
New York
+$1.97M
5
CNC
Citizens & Northern Corp
Pennsylvania
+$1.94M

Top Sellers

1
WSFS
Wilmington Savings Fund Society
Delaware
-$31.7M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$24M
3
HWA
Hilltop Wealth Advisors
North Carolina
-$3.5M
4
EP
Eudaimonia Partners
Tennessee
-$2.84M
5
BTI
Blue Trust Inc
Georgia
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
AT
26
American Trust
Kentucky
$4.36M +$44.5K +1,800 +1%
Morgan Stanley
27
Morgan Stanley
New York
$4.31M +$566K +22,869 +15%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$4.13M +$706K +28,555 +21%
SPC
29
Sigma Planning Corp
Michigan
$3.68M -$80.7K -3,262 -2%
ISWM
30
Independent Solutions Wealth Management
New York
$3.33M +$1.97M +79,683 +146%
SWM
31
SigFig Wealth Management
California
$3.32M +$15.7K +633 +0.6%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.74M +$540K +21,846 +25%
SC
33
Schoolcraft Capital
Colorado
$2.69M +$1.55M +62,563 +136%
Citadel Advisors
34
Citadel Advisors
Florida
$2.66M +$401K +16,224 +18%
JWCA
35
J.W. Cole Advisors
Florida
$2.56M -$206K -8,323 -7%
BFS
36
Bard Financial Services
Connecticut
$2.46M -$1.18M -47,660 -32%
Stifel Financial
37
Stifel Financial
Missouri
$2.38M +$71K +2,870 +3%
GGS
38
Galvin Gaustad & Stein
Arizona
$2.29M +$282K +11,393 +14%
RA
39
RFG Advisory
Alabama
$2.29M +$628K +25,394 +44%
CWM
40
Curi Wealth Management
North Carolina
$2.28M +$386K +15,610 +20%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.26M +$575K +23,259 +34%
MA
42
Mutual Advisors
Nebraska
$2.25M -$17.3K -701 -0.8%
EP
43
Essential Planning
New Hampshire
$2.24M -$1.21K -49 -0.1%
EBA
44
Eagle Bay Advisors
New York
$2.04M +$668K +26,989 +49%
UBS Group
45
UBS Group
Switzerland
$2.02M -$158K -6,371 -7%
BCM
46
Brookstone Capital Management
Illinois
$1.96M -$114K -4,622 -6%
AMG
47
Asset Management Group
Connecticut
$1.95M -$28.2K -1,140 -1%
WSFS
48
Wilmington Savings Fund Society
Delaware
$1.95M -$31.7M -1,282,064 -94%
FAM
49
Forte Asset Management
New York
$1.88M +$1.88M +75,855 New
Mariner
50
Mariner
Kansas
$1.86M +$19.9K +806 +1%
1
2
3 4 5

FREL Hedge Fund Activity: Q4 2022 in Review

196 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2022, worth a combined $778M — up 0.04% from $777M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FREL positions and 24 closed out — a net gain of 9 holders — while 72 added to existing stakes and 64 trimmed.

The largest buyer was Riverpoint Wealth Management Holdings, adding an estimated $5.6M. The largest seller was Wilmington Savings Fund Society, cutting an estimated $31.7M.

  • 196 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2022, up from 192 in Q3 2022.
  • Funds reported $778M of Fidelity MSCI Real Estate Index ETF stock for Q4 2022, up 0.04% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2022 and 24 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2022 was Riverpoint Wealth Management Holdings, an estimated $5.6M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2022 was Wilmington Savings Fund Society, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2022.