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Fidelity MSCI Real Estate Index ETF
FREL
FREL
140 hedge funds and large institutions have $517M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
96% more capital invested
Capital invested by funds: $263M → $517M (+$254M)
15.37% more ownership
Funds ownership: 36.66% → 52.03% (+15%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 146 → 140 (-6)
15% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 54
24% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 25
Holders
140
Holders Change
-6
Holders Change %
-4.11%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
46
Reduced
54
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCIA
151
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$35K | -1,700 | Closed |
|
|
CTC
152
Central Trust Company
Jefferson City,
Missouri
| – | -$29K | -1,406 | Closed |
|
|
BAMG
153
Brand Asset Management Group
Chesterfield,
Missouri
| – | -$25K | -1,181 | Closed |
|
|
HWM
154
HighMark Wealth Management
St. Paul,
Minnesota
| – | -$22K | -1,100 | Closed |
|
|
AF
155
Allworth Financial
Folsom,
California
| – | -$14K | -653 | Closed |
|
156
US Bancorp
Minneapolis,
Minnesota
| – | -$5K | -220 | Closed |
|
|
PA
157
Parallel Advisors
San Francisco,
California
| – | -$3.92K | -174 | -91% |
|
|
SWA
158
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$4K | -173 | Closed |
|
|
AIL
159
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$135 | -6 | -30% |
|
|
MA
160
MCF Advisors
Covington,
Kentucky
| – | +$68 | +3 | +20% |
|
|
SFS
161
Sowell Financial Services
North Little Rock,
Arkansas
| – | +$90 | +4 | +29% |
|