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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
RJA
51
Raymond James & Associates
Florida
$1.78M +$80.4K +3,252 +5%
JP Morgan Chase
52
JP Morgan Chase
New York
$1.76M +$1.73M +70,024 +8,336%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.62M +$185K +7,492 +13%
AF
54
Apexium Financial
Texas
$1.51M +$186K +7,502 +14%
BBW
55
Blue Barn Wealth
Utah
$1.49M -$49.7K -2,009 -3%
HT
56
HighTower Trust
Texas
$1.45M +$1.47M +59,439 New
VWM
57
Venturi Wealth Management
Texas
$1.44M +$1.44M +58,108 New
LPAM
58
Lodestar Private Asset Management
California
$1.42M +$1.41M +57,078 New
JMPWA
59
JP Morgan Private Wealth Advisors
California
$1.36M +$9.38K +379 +0.7%
MWM
60
Mission Wealth Management
California
$1.32M -$63.4K -2,564 -5%
LNC
61
Lincoln National Corp
Pennsylvania
$1.29M -$179K -7,255 -12%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.26M +$968K +39,122 +340%
Wells Fargo
63
Wells Fargo
California
$1.22M -$173K -7,005 -12%
ASN
64
Advisory Services Network
Georgia
$1.22M -$32.6K -1,318 -3%
CAN
65
Cetera Advisor Networks
California
$1.15M +$146K +5,921 +15%
NL
66
NWAM LLC
Washington
$1.09M -$188K -7,604 -15%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.07M +$185K +7,463 +21%
RK
68
Rather & Kittrell
Tennessee
$1.04M -$35.8K -1,449 -3%
MAM
69
Marotta Asset Management
Virginia
$994K +$991K +40,054 New
IIC
70
Integrated Investment Consultants
Michigan
$985K +$754K +30,500 +331%
SMC
71
Smith, Moore & Co
Missouri
$918K +$38K +1,536 +4%
OWM
72
Opes Wealth Management
California
$917K -$507K -20,477 -36%
CWM
73
Congress Wealth Management
Massachusetts
$892K -$8.96K -362 -1%
TRCT
74
Tower Research Capital (TRC)
New York
$868K -$807K -32,626 -48%
Goldman Sachs
75
Goldman Sachs
New York
$840K -$1.7M -68,820 -67%
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.