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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
CS
51
Comerica Securities
Michigan
$1.81M +$252K +7,945 +17%
DFG
52
Demars Financial Group
Washington
$1.8M +$577K +18,216 +49%
SC
53
Schoolcraft Capital
Colorado
$1.78M +$1.74M +55,094 New
OWM
54
Opes Wealth Management
California
$1.78M -$27.5K -868 -2%
RA
55
RFG Advisory
Alabama
$1.75M +$142K +4,478 +9%
CW
56
Connectus Wealth
Ohio
$1.61M +$1.47M +46,265 New
JMPWA
57
JP Morgan Private Wealth Advisors
California
$1.59M +$15.1K +476 +1%
LPP
58
Life Planning Partners
Florida
$1.52M -$27.2K -858 -2%
Wells Fargo
59
Wells Fargo
California
$1.52M -$196K -6,196 -12%
BFPW
60
BOK Financial Private Wealth
Colorado
$1.46M
RK
61
Rather & Kittrell
Tennessee
$1.45M -$81.2K -2,565 -5%
WPW
62
Waldron Private Wealth
Pennsylvania
$1.43M -$151K -4,772 -10%
AF
63
AtlasMark Financial
Texas
$1.37M +$11.1K +349 +0.8%
AWC
64
Adamsbrown Wealth Consultants
Kansas
$1.37M +$1.34M +42,175 New
NL
65
NWAM LLC
Washington
$1.36M -$32.7K -1,034 -2%
BCI
66
Brinker Capital Investments
Pennsylvania
$1.35M +$11.8K +374 +0.9%
EBA
67
Eagle Bay Advisors
New York
$1.33M +$357K +11,282 +38%
MML Investors Services
68
MML Investors Services
Massachusetts
$1.24M +$135K +4,262 +12%
CWM
69
Congress Wealth Management
Massachusetts
$1.23M -$507K -15,999 -30%
5L
70
55I LLC
Massachusetts
$1.19M +$14.6K +461 +1%
CAN
71
Cetera Advisor Networks
California
$1.15M +$453K +14,288 +67%
SMC
72
Smith, Moore & Co
Missouri
$1.15M
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$1.12M +$44.8K +1,415 +4%
WIA
74
World Investment Advisors
California
$1.1M -$653K -20,622 -38%
IIC
75
Integrated Investment Consultants
Michigan
$1.1M +$1.08M +34,012 New

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.