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Fidelity MSCI Real Estate Index ETF

194 hedge funds and large institutions have $481M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

9% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 66

1% less funds holding

Funds holding: 196194 (-2)

11.16% less ownership

Funds ownership: 53.9%42.74% (-11%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less capital invested

Capital invested by funds: $778M → $481M (-$297M)

Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
22
Increased
72
Reduced
66
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
Birchcreek Wealth Management
Ohio
$421K +$78.4K +3,037 +22%
SSWM
102
Smith Salley Wealth Management
North Carolina
$414K -$17.9K -692 -4%
BAM
103
Baldrige Asset Management
Pennsylvania
$413K +$22.8K +883 +6%
GRP
104
Global Retirement Partners
California
$393K -$82.8K -3,206 -17%
FM
105
Foster & Motley
Ohio
$393K +$148K +5,720 +57%
IAG
106
Investmark Advisory Group
Connecticut
$386K +$27.7K +1,072 +7%
AFP
107
Ausdal Financial Partners
Iowa
$352K -$6.69K -259 -2%
DI
108
Disciplined Investments
Oklahoma
$348K
CT
109
Colonial Trust
South Carolina
$344K -$14.2K -550 -4%
PIAS
110
PCA Investment Advisory Services
Ohio
$331K +$343K +13,269 New
NA
111
NewEdge Advisors
Louisiana
$322K -$52 -2 -0%
SS
112
Sunbelt Securities
Texas
$309K +$71.5K +2,768 +28%
SW
113
SVB Wealth
Massachusetts
$309K -$85.8K -3,324 -21%
AM
114
AGF Management
Ontario, Canada
$306K -$58K -2,247 -15%
TI
115
Trexquant Investment
Connecticut
$290K +$300K +11,623 New
M&T Bank
116
M&T Bank
New York
$287K +$297K +11,512 New
ACA
117
Atlas Capital Advisors
Wyoming
$283K -$48.9K -1,893 -14%
EWA
118
EP Wealth Advisors
California
$259K +$45.8K +1,773 New
BCA
119
Bray Capital Advisors
Florida
$258K
FTS
120
Fifth Third Securities
Ohio
$255K -$4.44K -172 -2%
MWM
121
Mascoma Wealth Management
New Hampshire
$251K -$142K -5,515 -35%
Prudential Financial
122
Prudential Financial
New Jersey
$249K +$233K +9,022 New
PCH
123
PGIM Custom Harvest
New Jersey
$247K
SC
124
SouthState Corp
Florida
$245K
AWM
125
Accel Wealth Management
Iowa
$240K +$284 +11 +0.1%

FREL Hedge Fund Activity: Q1 2023 in Review

194 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q1 2023, worth a combined $481M — down 38% from $778M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FREL positions and 20 closed out — a net gain of 2 holders — while 72 added to existing stakes and 66 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.65M. The largest seller was PNC Financial Services Group, cutting an estimated $290M.

  • 194 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q1 2023, down from 196 in Q4 2022.
  • Funds reported $481M of Fidelity MSCI Real Estate Index ETF stock for Q1 2023, down 38% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q1 2023 and 20 closed out, a net change of +2 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $3.65M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q1 2023 was PNC Financial Services Group, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2023.