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Fidelity MSCI Real Estate Index ETF

142 hedge funds and large institutions have $605M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $517M → $605M (+$87.3M)

4.5% more ownership

Funds ownership: 52.03%56.53% (+4.5%)

1% more funds holding

Funds holding: 140142 (+2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
52
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
151
Kore Private Wealth
New York
-$12K -524 Closed
RCA
152
Reitz Capital Advisors
Michigan
-$7K -300 Closed

FREL Hedge Fund Activity: Q3 2020 in Review

142 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q3 2020, worth a combined $605M — up 17% from $517M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FREL positions and 17 closed out — a net gain of 3 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $98.7M. The largest seller was FormulaFolio Investments, cutting an estimated $13.5M.

  • 142 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q3 2020, up from 140 in Q2 2020.
  • Funds reported $605M of Fidelity MSCI Real Estate Index ETF stock for Q3 2020, up 17% quarter-over-quarter.
  • 20 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q3 2020 and 17 closed out, a net change of +3 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q3 2020 was PNC Financial Services Group, an estimated $98.7M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q3 2020 was FormulaFolio Investments, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2020.