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Fidelity MSCI Real Estate Index ETF
FREL

154 hedge funds and large institutions have $702M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

16% more capital invested

Capital invested by funds: $605M → $702M (+$97.4M)

8% more funds holding

Funds holding: 142 → 154 (+12)

2.06% more ownership

Funds ownership: 56.53% → 58.58% (+2.1%)

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
23
Increased
53
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$34.9M
2
WSFS
Wilmington Savings Fund Society
Delaware
+$5.74M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.15M
4
Lido Advisors
Lido Advisors
California
+$1.46M
5
PAG
Private Advisor Group
New Jersey
+$839K

Top Sellers

1
AMG
Asset Management Group
Connecticut
-$2.77M
2
FI
FormulaFolio Investments
Michigan
-$2.7M
3
Wells Fargo
Wells Fargo
California
-$2.51M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.89M
5
Jane Street
Jane Street
New York
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
101
OneDigital Investment Advisors
Kansas
$222K -$4.32K -175 -2%
ACA
102
Atlas Capital Advisors
Wyoming
$200K -$135K -5,455 -41%
GRP
103
Global Retirement Partners
California
$166K +$14.2K +574 +10%
AF
104
Advisornet Financial
Minnesota
$164K -$52.8K -2,139 -25%
AWA
105
Arkadios Wealth Advisors
Georgia
$160K +$56.2K +2,277 +56%
ADL
106
Asset Dedication LLC
California
$129K – – –
IA
107
IFP Advisors
Florida
$116K -$221K -8,972 -66%
NFG
108
Next Financial Group
Texas
$111K -$42.5K -1,721 -28%
CFGS
109
Concourse Financial Group Securities
Alabama
$107K +$7.43K +301 +8%
SPIA
110
Steward Partners Investment Advisory
New York
$99K -$888 -36 -0.9%
GWM
111
Geneos Wealth Management
Colorado
$82K – – –
TCOV
112
Trust Company of Vermont
Vermont
$77K – – –
Fidelity Investments
113
Fidelity Investments
Massachusetts
$77K +$22.1K +897 +42%
DI
114
Disciplined Investments
Oklahoma
$76K – – –
William Blair & Company
115
William Blair & Company
Illinois
$67K – – –
FP
116
Financial Perspectives
Minnesota
$62.2K +$765 +31 +1%
Citigroup
117
Citigroup
New York
$57K – – –
QCG
118
Quadrant Capital Group
Ohio
$55K +$53.1K +2,151 New
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$51K +$49.4K +2,000 New
US Bancorp
120
US Bancorp
Minnesota
$49K – – –
JP Morgan Chase
121
JP Morgan Chase
New York
$47K -$50.5K -2,046 -52%
SIM
122
Seaview Investment Managers
Florida
$37K +$8.39K +340 +30%
LWM
123
Liberty Wealth Management
California
$32K -$8.09K -328 -21%
APA
124
American Portfolios Advisors
New York
$29.4K +$23.2K +939 +429%
RIM
125
Rockbridge Investment Management
New York
$26K +$1.46K +59 +6%
3 4
5
6 7

FREL Hedge Fund Activity: Q4 2020 in Review

154 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2020, worth a combined $702M — up 16% from $605M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FREL positions and 11 closed out — a net gain of 12 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $34.9M. The largest seller was Asset Management Group, cutting an estimated $2.77M.

  • 154 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2020, up from 142 in Q3 2020.
  • Funds reported $702M of Fidelity MSCI Real Estate Index ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 23 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2020 and 11 closed out, a net change of +12 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2020 was PNC Financial Services Group, an estimated $34.9M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2020 was Asset Management Group, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2020.