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.
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%)
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$4.33M |
| 2 |
SG Americas Securities
New York
|
-$3.26M |
| 3 |
Jane Street
New York
|
-$971K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$609K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$506K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $2K | – | – | – |
|
|
BWM
52
Baystate Wealth Management
Boston,
Massachusetts
| $1K | +$918 | +38 | New |
|
|
BRWA
53
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$609K | -25,474 | Closed |
|
|
CAG
54
Crestwood Advisors Group
Boston,
Massachusetts
| – | -$8K | -350 | Closed |
|
|
AWM
55
AllSquare Wealth Management
Albany,
New York
| – | -$7K | -314 | Closed |
|
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.