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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
22
Increased
64
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.26M
2
MA
Mutual Advisors
Nebraska
+$3.95M
3
Wells Fargo
Wells Fargo
California
+$2.2M
4
Mariner
Mariner
Kansas
+$1.93M
5
AMG
Asset Management Group
Connecticut
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
-$3.43M
2
SPC
Sigma Planning Corp
Michigan
-$2.87M
3
MWM
Mascoma Wealth Management
New Hampshire
-$2.48M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.43M
5
LNC
Lincoln National Corp
Pennsylvania
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
126
Gradient Investments
Minnesota
$6K +$5.83K +215 New
NFG
127
Next Financial Group
Texas
$5K – – –
BFEC
128
Benjamin F. Edwards & Company
Missouri
$4K – – –
FWM
129
Focused Wealth Management
New York
$2K – – –
MFT
130
Moisand Fitzgerald Tamayo
Florida
$2K +$27 +1 +2%
AIL
131
AGF Investments LLC
Ontario, Canada
$1K – – –
VRM
132
Vectors Research Management
New York
$1K +$489 +18 New
Jane Street
133
Jane Street
New York
– -$1.4M -53,295 Closed
VF
134
Virtu Financial
New York
– -$828K -31,628 Closed
RCAG
135
Rehmann Capital Advisory Group
Michigan
– -$604K -23,088 Closed
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
– -$484K -18,480 Closed
TRCT
137
Tower Research Capital (TRC)
New York
– -$249K -9,495 Closed
PCG
138
Private Capital Group
Connecticut
– -$233K -9,476 Closed
TFA
139
Transamerica Financial Advisors
Florida
– -$60K -2,286 Closed
VFA
140
Valeo Financial Advisors
Indiana
– -$34K -1,300 Closed
GWMIA
141
Global Wealth Management Investment Advisory
Florida
– -$2.71K -100 Closed
2 3 4 5
6

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.