Fidelity MSCI Real Estate Index ETF
FREL
133 hedge funds and large institutions have $411M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 33 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
94% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 33
11% more capital invested
Capital invested by funds: $371M → $411M (+$39.2M)
10% more funds holding
Funds holding: 121 → 133 (+12)
3.02% less ownership
Funds ownership: 46.2% → 43.18% (-3%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.26M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$3.95M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.2M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$1.93M |
| 5 |
AMG
Asset Management Group
Stamford,
Connecticut
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$3.43M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.87M |
| 3 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$2.48M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.43M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.43M |
FREL Hedge Fund Activity: Q3 2019 in Review
133 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q3 2019, worth a combined $411M — up 11% from $371M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FREL positions and 9 closed out — a net gain of 13 holders — while 64 added to existing stakes and 33 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $4.26M. The largest seller was FormulaFolio Investments, cutting an estimated $3.43M.
- 133 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q3 2019, up from 121 in Q2 2019.
- Funds reported $411M of Fidelity MSCI Real Estate Index ETF stock for Q3 2019, up 11% quarter-over-quarter.
- 22 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q3 2019 and 9 closed out, a net change of +13 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q3 2019 was Commonwealth Equity Services, an estimated $4.26M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q3 2019 was FormulaFolio Investments, an estimated $3.43M sold.
Based on aggregated 13F filings for Q3 2019.