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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
AWS
101
Atria Wealth Solutions
New York
$494K +$483K +15,240 New
ACA
102
Atlas Capital Advisors
Wyoming
$478K -$91.8K -2,900 -16%
PCA
103
Providence Capital Advisors
North Carolina
$477K +$9.79K +309 +2%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$472K +$163K +5,135 +54%
FTUS
105
Flow Traders U.S.
New York
$453K +$443K +13,995 New
Prudential Financial
106
Prudential Financial
New Jersey
$449K +$120K +3,782 +38%
RF
107
Resolute Financial
Massachusetts
$444K +$84.5K +2,668 +24%
William Blair & Company
108
William Blair & Company
Illinois
$442K +$316K +9,973 +272%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$436K +$80.6K +2,544 +23%
PPA
110
Parametric Portfolio Associates
Washington
$435K +$100K +3,159 +31%
US Bancorp
111
US Bancorp
Minnesota
$408K +$338K +10,673 +557%
TIM
112
Tortoise Investment Management
New York
$400K -$792 -25 -0.2%
KPWS
113
Kestra Private Wealth Services
Texas
$400K +$380 +12 +0.1%
AIP
114
Almanack Investment Partners
Pennsylvania
$396K -$194K -6,125 -33%
CCM
115
Cribstone Capital Management
Maine
$395K -$18.8K -594 -5%
BWM
116
Birchcreek Wealth Management
Ohio
$387K -$139K -4,377 -27%
DI
117
Disciplined Investments
Oklahoma
$378K
GRP
118
Global Retirement Partners
California
$349K +$382K +12,072 New
AWM
119
Accel Wealth Management
Iowa
$340K -$8.36K -264 -3%
BCA
120
Bray Capital Advisors
Florida
$335K -$39.1K -1,235 -11%
SF
121
Synovus Financial
Georgia
$333K +$63 +2 +0%
AWA
122
Arkadios Wealth Advisors
Georgia
$314K -$70.6K -2,228 -19%
MFG
123
Merit Financial Group
Georgia
$303K -$11.7K -370 -4%
VCM
124
Virtue Capital Management
Tennessee
$299K -$10.9K -343 -4%
IAG
125
Investmark Advisory Group
Connecticut
$299K +$32.4K +1,024 +12%

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.