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Fidelity MSCI Real Estate Index ETF
FREL
FREL
154 hedge funds and large institutions have $702M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
18% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 45
16% more capital invested
Capital invested by funds: $605M → $702M (+$97.4M)
8% more funds holding
Funds holding: 142 → 154 (+12)
2.06% more ownership
Funds ownership: 56.53% → 58.58% (+2.1%)
Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
23
Increased
53
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AMG
Asset Management Group
Stamford,
Connecticut
|
-$2.77M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$2.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.51M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.89M |
| 5 |
Jane Street
New York
|
-$1.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PG
151
Prostatis Group
Hanover,
Maryland
| – | -$370K | -15,751 | Closed |
|
|
NAM
152
NorthCoast Asset Management
Greenwich,
Connecticut
| – | -$309K | -13,119 | Closed |
|
|
SCA
153
Snowden Capital Advisors
New York
| – | -$222K | -9,461 | Closed |
|
|
IWS
154
Insight Wealth Strategies
San Ramon,
California
| – | -$217K | -9,229 | Closed |
|
155
AssetMark Inc
Concord,
California
| – | -$18K | -761 | Closed |
|
|
FHA
156
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$5K | -247 | Closed |
|
|
SIM
157
Sonora Investment Management
Tucson,
Arizona
| – | -$4K | -182 | Closed |
|
|
BWA
158
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$4K | -166 | Closed |
|
|
NFSG
159
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$1K | -22 | Closed |
|
|
SWA
160
SOA Wealth Advisors
New York
| – | +$296 | +12 | New |
|