We are live on ! Find out more
FREL icon

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
FNC
76
First National Corp
Massachusetts
$826K +$326K +13,199 +66%
Jane Street
77
Jane Street
New York
$818K -$387K -15,649 -32%
Bank of America
78
Bank of America
North Carolina
$808K -$26.3K -1,064 -3%
NFP
79
NorthLanding Financial Partners
New York
$776K -$15.1K -612 -2%
DAS
80
Dynamic Advisor Solutions
Arizona
$749K +$747K +30,202 New
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$749K +$747K +30,197 New
DFG
82
Demars Financial Group
Washington
$747K -$647K -26,136 -46%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$707K +$267K +10,800 +61%
CWM
84
Cedar Wealth Management
California
$702K +$113K +4,561 +19%
HAS
85
HBW Advisory Services
California
$643K +$58.3K +2,356 +10%
TCM
86
Tufton Capital Management
Maryland
$619K -$1.11K -45 -0.2%
HAG
87
HF Advisory Group
Maryland
$537K +$536K +21,664 New
WPW
88
Waldron Private Wealth
Pennsylvania
$526K – – –
CTA
89
Colonial Trust Advisors
South Carolina
$519K +$693 +28 +0.1%
PFA
90
Pathway Financial Advisers
Indiana
$513K +$511K +20,667 New
AAS
91
Ameritas Advisory Services
Nebraska
$511K -$247K -10,001 -33%
AWS
92
Atria Wealth Solutions
New York
$497K -$258K -10,429 -34%
KAS
93
Kestra Advisory Services
Texas
$483K -$980K -39,622 -67%
GRP
94
Global Retirement Partners
California
$482K -$3.79K -153 -0.8%
PCA
95
Providence Capital Advisors
North Carolina
$463K +$58.5K +2,365 +15%
BMM
96
Buffington Mohr McNeal
Idaho
$457K – – –
RCAG
97
Rehmann Capital Advisory Group
Michigan
$431K -$32.9K -1,330 -7%
SSWM
98
Smith Salley Wealth Management
North Carolina
$429K -$23.3K -943 -5%
CAL
99
Capital Analysts LLC
Pennsylvania
$412K +$410K +16,594 New
HF
100
HRT Financial
New York
$408K +$408K +16,483 New
2 3
4
5 6

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.