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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
AAS
76
Ameritas Advisory Services
Nebraska
$1.04M -$26.6K -841 -3%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$907K -$222K -7,008 -20%
STB
78
S&T Bank
Pennsylvania
$906K -$348 -11 -0%
Bank of America
79
Bank of America
North Carolina
$890K -$49.1K -1,549 -5%
WP
80
WealthSource Partners
California
$857K +$838K +26,463 New
IWS
81
Insight Wealth Strategies
California
$855K +$4.75K +150 +0.6%
TCM
82
Tufton Capital Management
Maryland
$818K -$5.8K -183 -0.7%
SSWM
83
Smith Salley Wealth Management
North Carolina
$815K -$278K -8,770 -26%
CTA
84
Colonial Trust Advisors
South Carolina
$800K -$189K -5,969 -19%
HAS
85
HBW Advisory Services
California
$745K +$728K +23,000 New
Marshall Wace
86
Marshall Wace
United Kingdom
$727K +$711K +22,457 New
AIA
87
Acute Investment Advisory
Arizona
$705K +$482K +15,207 +231%
CWM
88
Cedar Wealth Management
California
$700K -$121K -3,836 -15%
GWM
89
Grand Wealth Management
Michigan
$688K -$6.75K -213 -1%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$683K +$277K +8,744 +71%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$665K +$428K +13,519 +193%
IA
92
IndexIQ Advisors
New York
$656K +$613K +19,367 +2,226%
BMM
93
Buffington Mohr McNeal
Idaho
$596K -$12K -380 -2%
FNC
94
First National Corp
Massachusetts
$592K +$101K +3,197 +21%
GT
95
Glenmede Trust
Pennsylvania
$553K +$237K +7,483 +78%
SW
96
SVB Wealth
Massachusetts
$549K -$26.5K -838 -5%
SS
97
Sunbelt Securities
Texas
$539K -$5.38K -170 -1%
LTL
98
Lowery Thomas LLC
California
$535K +$523K +16,512 New
BAM
99
Baldrige Asset Management
Pennsylvania
$532K +$33.2K +1,049 +7%
AFP
100
Ausdal Financial Partners
Iowa
$520K +$59.8K +1,888 +13%

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.