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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
SSB
126
Sandy Spring Bank
Maryland
$25K – – –
PFA
127
Professional Financial Advisors
Nebraska
$23K – – –
Franklin Resources
128
Franklin Resources
California
$23K +$3.13K +127 +16%
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
TWA
130
TCI Wealth Advisors
Arizona
$20K – – –
VNA
131
Valley National Advisers
Pennsylvania
$17K -$1.78K -72 -10%
CWA
132
Clearview Wealth Advisors
Oregon
$15K +$14.8K +600 New
CFD
133
Creative Financial Designs
Indiana
$11K – – –
CIAS
134
Capital Investment Advisory Services
North Carolina
$10K – – –
AA
135
AlphaMark Advisors
Kentucky
$9K – – –
IRC
136
Investors Research Corp
Georgia
$9K – – –
TWM
137
Tradition Wealth Management
Minnesota
$7K +$7.23K +293 New
FCA
138
FinTrust Capital Advisors
South Carolina
$6K – – –
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
BFG
140
Baron Financial Group
New Jersey
$5K – – –
PGAM
141
Princeton Global Asset Management
New Jersey
$5K – – –
HS
142
Horan Securities
United States
$3K – – –
WEC
143
Winslow Evans & Crocker
Massachusetts
$3K – – –
CA
144
Clearstead Advisors
Ohio
$2K – – –
GI
145
Gradient Investments
Minnesota
$1K – – –
RBC
146
Roble Belko & Company
Pennsylvania
$1K – – –
MFT
147
Moisand Fitzgerald Tamayo
Florida
$1K +$25 +1 +2%
AIA
148
Armor Investment Advisors
North Carolina
$1K +$420 +17 +131%
WIM
149
Westside Investment Management
California
$22 – – –
AIM
150
Aurora Investment Managers
Florida
– -$495K -21,082 Closed
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.