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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
OIA
126
OneDigital Investment Advisors
Kansas
$234K +$3.61K +140 +2%
HWA
127
Hilltop Wealth Advisors
North Carolina
$217K -$166K -6,445 -43%
William Blair & Company
128
William Blair & Company
Illinois
$211K -$119K -4,627 -35%
MFG
129
Merit Financial Group
Georgia
$210K +$465 +18 +0.2%
KBFS
130
Kohmann Bosshard Financial Services
Ohio
$204K
KP
131
Keel Point
Alabama
$201K -$7.82K -303 -4%
TIM
132
Tortoise Investment Management
New York
$185K -$163K -6,305 -46%
AF
133
Allworth Financial
California
$157K -$15.7K -608 -9%
AA
134
Ancora Advisors
Ohio
$139K
US Bancorp
135
US Bancorp
Minnesota
$132K -$25.3K -979 -16%
IA
136
IFP Advisors
Florida
$117K +$47.4K +1,836 +60%
AF
137
Advisornet Financial
Minnesota
$114K +$7.2K +279 +6%
CFGS
138
Concourse Financial Group Securities
Alabama
$109K +$78.6K +3,043 +228%
BWM
139
BerganKDV Wealth Management
Minnesota
$97.5K
CA
140
Crewe Advisors
Utah
$91.7K +$9.63K +373 +11%
TCOV
141
Trust Company of Vermont
Vermont
$75.9K
SPIA
142
Steward Partners Investment Advisory
New York
$72.3K +$26 +1 +0%
FP
143
Financial Perspectives
Minnesota
$70.6K +$981 +38 +1%
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$70.5K -$74.6K -2,890 -51%
RA
145
Rise Advisors
New York
$69K +$955 +37 +1%
TIM
146
Thompson Investment Management
Wisconsin
$64.8K +$67.1K +2,600 New
SHIM
147
Stone House Investment Management
Pennsylvania
$55.1K +$57.1K +2,213 New
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$52.1K
PP
149
PrairieView Partners
Minnesota
$44K +$645 +25 +1%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$44K +$22.1K +856 +94%

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.