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Fidelity MSCI Real Estate Index ETF

194 hedge funds and large institutions have $481M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

9% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 66

1% less funds holding

Funds holding: 196194 (-2)

11.16% less ownership

Funds ownership: 53.9%42.74% (-11%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less capital invested

Capital invested by funds: $778M → $481M (-$297M)

Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
22
Increased
72
Reduced
66
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$1.66M -$208K -8,050 -11%
BBW
52
Blue Barn Wealth
Utah
$1.6M +$114K +4,425 +7%
OWM
53
Opes Wealth Management
California
$1.57M +$670K +25,944 +70%
WSFS
54
Wilmington Savings Fund Society
Delaware
$1.51M -$459K -17,762 -23%
AI
55
Atria Investments
North Carolina
$1.49M -$4.03M -155,935 -72%
AF
56
Apexium Financial
Texas
$1.45M -$64.6K -2,502 -4%
HT
57
HighTower Trust
Texas
$1.45M +$7.33K +284 +0.5%
FAM
58
Forte Asset Management
New York
$1.42M -$482K -18,679 -25%
LPAM
59
Lodestar Private Asset Management
California
$1.42M -$4.08K -158 -0.3%
GCWM
60
Graham Capital Wealth Management
District of Columbia
$1.38M +$143K +5,521 New
JP Morgan Chase
61
JP Morgan Chase
New York
$1.31M -$467K -18,083 -26%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$1.29M -$78.2K -3,029 -6%
VWM
63
Venturi Wealth Management
Texas
$1.28M -$175K -6,761 -12%
MWM
64
Mission Wealth Management
California
$1.27M -$51.3K -1,989 -4%
LNC
65
Lincoln National Corp
Pennsylvania
$1.27M -$30.4K -1,176 -2%
JWCA
66
J.W. Cole Advisors
Florida
$1.26M -$1.36M -52,521 -51%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.23M -$419K -16,246 -25%
CAN
68
Cetera Advisor Networks
California
$1.14M -$17.4K -674 -1%
AF
69
AtlasMark Financial
Texas
$1.1M +$1.14M +44,208 New
NL
70
NWAM LLC
Washington
$1.1M +$7.1K +275 +0.6%
ASN
71
Advisory Services Network
Georgia
$1.07M -$162K -6,283 -13%
BFS
72
Bard Financial Services
Connecticut
$1.05M -$1.48M -57,166 -58%
Bank of America
73
Bank of America
North Carolina
$1M +$201K +7,771 +24%
RK
74
Rather & Kittrell
Tennessee
$990K -$59.8K -2,316 -6%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$985K +$1.02M +39,529 New

FREL Hedge Fund Activity: Q1 2023 in Review

194 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q1 2023, worth a combined $481M — down 38% from $778M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FREL positions and 20 closed out — a net gain of 2 holders — while 72 added to existing stakes and 66 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.65M. The largest seller was PNC Financial Services Group, cutting an estimated $290M.

  • 194 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q1 2023, down from 196 in Q4 2022.
  • Funds reported $481M of Fidelity MSCI Real Estate Index ETF stock for Q1 2023, down 38% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q1 2023 and 20 closed out, a net change of +2 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $3.65M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q1 2023 was PNC Financial Services Group, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2023.