We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF
FREL

204 hedge funds and large institutions have $375M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

15% more funds holding

Funds holding: 177 → 204 (+27)

12% more capital invested

Capital invested by funds: $335M → $375M (+$40.6M)

0.28% more ownership

Funds ownership: 36.89% → 37.17% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

Holders
204
Holders Change
+27
Holders Change %
+15.25%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
67
Reduced
67
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.25M
2
BCI
Brinker Capital Investments
Pennsylvania
+$2.06M
3
OPS
Orion Portfolio Solutions
Nebraska
+$2.06M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.01M
5
AWM
AE Wealth Management
Kansas
+$1.99M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$17.8M
2
RWMH
Riverpoint Wealth Management Holdings
Illinois
-$9.26M
3
FSC
Full Sail Capital
Oklahoma
-$4.71M
4
AT
American Trust
Kentucky
-$3.15M
5
CAG
Crestwood Advisors Group
Massachusetts
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
126
Adamsbrown Wealth Consultants
Kansas
$241K -$87.1K -3,657 -29%
PAG
127
Private Advisor Group
New Jersey
$231K +$206K +8,671 New
PA
128
PFG Advisors
Arizona
$224K -$28.4K -1,191 -12%
KBFS
129
Kohmann Bosshard Financial Services
Ohio
$218K +$195K +8,176 New
RMF
130
Red Mountain Financial
Colorado
$214K +$191K +8,019 New
CI
131
Cordant Inc
Oregon
$213K +$191K +8,000 New
FWM
132
Fingerlakes Wealth Management
New York
$213K +$190K +7,978 New
SCA
133
Snowden Capital Advisors
New York
$212K +$190K +7,964 New
TB
134
Treynor Bancshares
Iowa
$209K +$187K +7,844 New
TIM
135
Thompson Investment Management
Wisconsin
$209K +$121K +5,083 +185%
AAS
136
Ameritas Advisory Services
Nebraska
$207K +$187K +7,856 New
AQR Capital Management
137
AQR Capital Management
Connecticut
$205K +$183K +7,684 New
AP
138
Aspect Partners
Virginia
$176K +$157K +6,613 New
William Blair & Company
139
William Blair & Company
Illinois
$162K +$80.9K +3,398 +126%
AA
140
Ancora Advisors
Ohio
$149K – – –
US Bancorp
141
US Bancorp
Minnesota
$136K -$3.52K -148 -3%
CFGS
142
Concourse Financial Group Securities
Alabama
$121K -$7.55K -317 -7%
AF
143
Advisornet Financial
Minnesota
$114K -$7.41K -311 -7%
IA
144
IFP Advisors
Florida
$99.8K – – –
MWM
145
Mascoma Wealth Management
New Hampshire
$90.6K -$41.7K -1,750 -34%
FP
146
Financial Perspectives
Minnesota
$77.6K +$524 +22 +0.8%
PS
147
Principal Securities
Iowa
$64K +$57.2K +2,402 New
SHIM
148
Stone House Investment Management
Pennsylvania
$59.7K +$3.76K +158 +8%
RA
149
Rise Advisors
New York
$56.7K -$7.62K -320 -13%
FFO
150
Fortitude Family Office
Arizona
$54.1K +$48.3K +2,029 New
4 5
6
7 8

FREL Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2023, worth a combined $375M — up 12% from $335M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FREL positions and 11 closed out — a net gain of 29 holders — while 67 added to existing stakes and 67 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.25M. The largest seller was PNC Financial Services Group, cutting an estimated $17.8M.

  • 204 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $375M of Fidelity MSCI Real Estate Index ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 40 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2023 and 11 closed out, a net change of +29 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2023 was Goldman Sachs, an estimated $2.25M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2023 was PNC Financial Services Group, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2023.