We are live on ! Find out more
FREL icon

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
OIA
126
OneDigital Investment Advisors
Kansas
$296K +$5.48K +173 +2%
PAG
127
Private Advisor Group
New Jersey
$284K -$711K -22,445 -72%
RRWA
128
Rainey & Randall Wealth Advisors
Florida
$282K +$276K +8,721 New
PPW
129
Pinnacle Private Wealth
Massachusetts
$278K +$37.6K +1,188 +16%
TB
130
Treynor Bancshares
Iowa
$270K
KBFS
131
Kohmann Bosshard Financial Services
Ohio
$265K +$259K +8,176 New
CW
132
CreativeOne Wealth
Kansas
$263K +$257K +8,123 New
LA
133
Lynch & Associates
Indiana
$259K +$10.1K +320 +4%
SC
134
SouthState Corp
Florida
$259K +$209K +6,610 +477%
VAM
135
Verity Asset Management
North Carolina
$256K +$250K +7,902 New
MWM
136
Merriman Wealth Management
Washington
$240K
YIH
137
Y-Intercept (HK)
Hong Kong
$240K +$235K +7,414 New
UCFA
138
United Capital Financial Advisors
Texas
$238K +$570 +18 +0.2%
Ameriprise
139
Ameriprise
Minnesota
$232K +$226K +7,125 New
GCWM
140
Graham Capital Wealth Management
District of Columbia
$226K +$221K +6,987 New
RCAG
141
Rehmann Capital Advisory Group
Michigan
$213K -$1.61M -50,776 -89%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$208K -$157K -4,955 -42%
BWM
143
BerganKDV Wealth Management
Minnesota
$205K -$20.2K -637 -9%
AA
144
Ancora Advisors
Ohio
$175K -$513K -16,200 -75%
Koshinski Asset Management
145
Koshinski Asset Management
Illinois
$134K
SPIA
146
Steward Partners Investment Advisory
New York
$115K -$5.1K -161 -4%
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$102K +$100K +3,160 New
GM
148
GeoWealth Management
Illinois
$100K +$97.5K +3,078 New
RA
149
Rise Advisors
New York
$91K +$348 +11 +0.4%
FP
150
Financial Perspectives
Minnesota
$90.3K +$95 +3 +0.1%

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.