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Fidelity MSCI Real Estate Index ETF
FREL

196 hedge funds and large institutions have $778M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

2% more funds holding

Funds holding: 192 → 196 (+4)

0.05% more ownership

Funds ownership: 53.85% → 53.9% (+0.05%)

0% more capital invested

Capital invested by funds: $777M → $778M (+$341K)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
33
Increased
72
Reduced
64
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWMH
Riverpoint Wealth Management Holdings
Illinois
+$5.6M
2
CAG
Crestwood Advisors Group
Massachusetts
+$5.42M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.61M
4
ISWM
Independent Solutions Wealth Management
New York
+$1.97M
5
CNC
Citizens & Northern Corp
Pennsylvania
+$1.94M

Top Sellers

1
WSFS
Wilmington Savings Fund Society
Delaware
-$31.7M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$24M
3
HWA
Hilltop Wealth Advisors
North Carolina
-$3.5M
4
EP
Eudaimonia Partners
Tennessee
-$2.84M
5
BTI
Blue Trust Inc
Georgia
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
126
PGIM Custom Harvest
New Jersey
$246K +$245K +9,898 New
SC
127
SouthState Corp
Florida
$244K -$59.9K -2,421 -20%
AWM
128
Accel Wealth Management
Iowa
$238K -$17.2K -697 -7%
OIA
129
OneDigital Investment Advisors
Kansas
$229K +$3.93K +159 +2%
HSA
130
HBK Sorce Advisory
Pennsylvania
$223K +$222K +8,972 New
MFG
131
Merit Financial Group
Georgia
$209K -$26.1K -1,055 -11%
KP
132
Keel Point
Alabama
$207K -$5.24K -212 -2%
KBFS
133
Kohmann Bosshard Financial Services
Ohio
$203K +$202K +8,176 New
TB
134
Treynor Bancshares
Iowa
$201K -$6.8K -275 -3%
AF
135
Allworth Financial
California
$172K -$322 -13 -0.2%
US Bancorp
136
US Bancorp
Minnesota
$155K -$156K -6,325 -50%
AssetMark Inc
137
AssetMark Inc
California
$146K +$146K +5,903 New
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$142K +$13.2K +534 +10%
AA
139
Ancora Advisors
Ohio
$139K – – –
RIA
140
Realta Investment Advisors
Delaware
$139K – – –
AF
141
Advisornet Financial
Minnesota
$107K +$78.5K +3,172 +282%
BWM
142
BerganKDV Wealth Management
Minnesota
$97.1K -$12.2K -495 -11%
CA
143
Crewe Advisors
Utah
$82.1K -$223 -9 -0.3%
IA
144
IFP Advisors
Florida
$78K -$10K -405 -12%
CFD
145
Creative Financial Designs
Indiana
$77.4K +$70.6K +2,853 +1,069%
TCOV
146
Trust Company of Vermont
Vermont
$75.5K – – –
SPIA
147
Steward Partners Investment Advisory
New York
$72K +$421 +17 +0.6%
FP
148
Financial Perspectives
Minnesota
$69.4K +$49 +2 +0.1%
RA
149
Rise Advisors
New York
$67.8K +$346 +14 +0.5%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$52K – – –
4 5
6
7 8

FREL Hedge Fund Activity: Q4 2022 in Review

196 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2022, worth a combined $778M — up 0.04% from $777M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FREL positions and 24 closed out — a net gain of 9 holders — while 72 added to existing stakes and 64 trimmed.

The largest buyer was Riverpoint Wealth Management Holdings, adding an estimated $5.6M. The largest seller was Wilmington Savings Fund Society, cutting an estimated $31.7M.

  • 196 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2022, up from 192 in Q3 2022.
  • Funds reported $778M of Fidelity MSCI Real Estate Index ETF stock for Q4 2022, up 0.04% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2022 and 24 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2022 was Riverpoint Wealth Management Holdings, an estimated $5.6M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2022 was Wilmington Savings Fund Society, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2022.