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Fidelity MSCI Real Estate Index ETF
FREL

204 hedge funds and large institutions have $375M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

15% more funds holding

Funds holding: 177 → 204 (+27)

12% more capital invested

Capital invested by funds: $335M → $375M (+$40.6M)

0.28% more ownership

Funds ownership: 36.89% → 37.17% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

Holders
204
Holders Change
+27
Holders Change %
+15.25%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
67
Reduced
67
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.25M
2
BCI
Brinker Capital Investments
Pennsylvania
+$2.06M
3
OPS
Orion Portfolio Solutions
Nebraska
+$2.06M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.01M
5
AWM
AE Wealth Management
Kansas
+$1.99M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$17.8M
2
RWMH
Riverpoint Wealth Management Holdings
Illinois
-$9.26M
3
FSC
Full Sail Capital
Oklahoma
-$4.71M
4
AT
American Trust
Kentucky
-$3.15M
5
CAG
Crestwood Advisors Group
Massachusetts
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
26
Essential Planning
New Hampshire
$3.21M – – –
SWM
27
SigFig Wealth Management
California
$3.14M +$173K +7,278 +7%
SC
28
Schoolcraft Capital
Colorado
$3.04M -$626K -26,276 -19%
DI
29
DFPG Investments
Utah
$2.96M +$145K +6,082 +6%
MAM
30
Marotta Asset Management
Virginia
$2.84M +$528K +22,156 +26%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.83M +$776K +32,593 +44%
RA
32
RFG Advisory
Alabama
$2.83M +$249K +10,472 +11%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.75M -$69.3K -2,910 -3%
BTI
34
Blue Trust Inc
Georgia
$2.65M -$397K -16,651 -13%
Goldman Sachs
35
Goldman Sachs
New York
$2.52M +$2.25M +94,642 New
OWM
36
Opes Wealth Management
California
$2.52M +$177K +7,426 +9%
ASN
37
Advisory Services Network
Georgia
$2.48M +$1.24M +52,071 +127%
BBW
38
Blue Barn Wealth
Utah
$2.46M +$169K +7,104 +8%
JP Morgan Chase
39
JP Morgan Chase
New York
$2.34M +$776K +32,570 +59%
BCI
40
Brinker Capital Investments
Pennsylvania
$2.29M +$2.06M +86,486 New
OPS
41
Orion Portfolio Solutions
Nebraska
$2.29M +$2.06M +86,486 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.23M +$23.2K +975 +1%
Stifel Financial
43
Stifel Financial
Missouri
$2.21M -$336K -14,114 -15%
RJA
44
Raymond James & Associates
Florida
$2.16M +$66.2K +2,778 +4%
MGWM
45
Marks Group Wealth Management
Minnesota
$2.15M – – –
SIA
46
Soltis Investment Advisors
Utah
$2.11M -$1.66M -69,594 -47%
AMG
47
Asset Management Group
Connecticut
$2.03M -$47.4K -1,992 -3%
Citadel Advisors
48
Citadel Advisors
Florida
$1.84M +$706K +29,650 +75%
EBA
49
Eagle Bay Advisors
New York
$1.79M -$1.06M -44,596 -40%
UBS Group
50
UBS Group
Switzerland
$1.79M -$21K -883 -1%
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FREL Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2023, worth a combined $375M — up 12% from $335M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FREL positions and 11 closed out — a net gain of 29 holders — while 67 added to existing stakes and 67 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.25M. The largest seller was PNC Financial Services Group, cutting an estimated $17.8M.

  • 204 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $375M of Fidelity MSCI Real Estate Index ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 40 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2023 and 11 closed out, a net change of +29 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2023 was Goldman Sachs, an estimated $2.25M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2023 was PNC Financial Services Group, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2023.