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Fidelity MSCI Real Estate Index ETF

215 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Real Estate Index ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 63

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

2% more funds holding

Funds holding: 211215 (+4)

3.59% less ownership

Funds ownership: 58.09%54.5% (-3.6%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less capital invested

Capital invested by funds: $1.33B → $1.1B (-$229M)

Holders
215
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
35
Increased
82
Reduced
63
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Crewe Advisors
Utah
$88K +$85.4K +2,698 New
AF
152
Advisornet Financial
Minnesota
$77K
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$68K -$33.6K -1,060 -34%
MWM
154
Mascoma Wealth Management
New Hampshire
$68K +$60.2K +1,900 +950%
AssetMark Inc
155
AssetMark Inc
California
$68K +$66.2K +2,090 New
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$65K
CSWG
157
Cardinal Strategic Wealth Guidance
Kentucky
$60K +$58.5K +1,846 New
PP
158
PrairieView Partners
Minnesota
$56K
Franklin Resources
159
Franklin Resources
California
$55K
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$54K +$53K +1,672 New
VNA
161
Valley National Advisers
Pennsylvania
$52K
IA
162
IFP Advisors
Florida
$52K +$27.3K +862 +77%
WA
163
Win Advisors
Florida
$50K +$48.9K +1,545 New
AIP
164
Ahrens Investment Partners
Louisiana
$49K -$15.9K -503 -25%
LFG
165
Larson Financial Group
Missouri
$45K +$19.8K +626 +80%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$21.2K +669 +99%
TRCT
167
Tower Research Capital (TRC)
New York
$42K -$221K -6,971 -84%
CFGS
168
Concourse Financial Group Securities
Alabama
$38K -$143K -4,509 -80%
ADL
169
Asset Dedication LLC
California
$35K
RIM
170
Rockbridge Investment Management
New York
$34.7K
SSB
171
Sandy Spring Bank
Maryland
$32K
PFA
172
Professional Financial Advisors
Nebraska
$29K
NFSG
173
Newbridge Financial Services Group
Florida
$26K
TWA
174
TCI Wealth Advisors
Arizona
$26K +$32 +1 +0.1%
CWP
175
Concord Wealth Partners
Virginia
$25K +$190 +6 +0.8%

FREL Hedge Fund Activity: Q1 2022 in Review

215 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q1 2022, worth a combined $1.1B — down 17% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FREL positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 63 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $5.1M. The largest seller was PNC Financial Services Group, cutting an estimated $105M.

  • 215 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q1 2022, up from 211 in Q4 2021.
  • Funds reported $1.1B of Fidelity MSCI Real Estate Index ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 35 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q1 2022 and 28 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q1 2022 was Osaic Holdings, an estimated $5.1M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q1 2022 was PNC Financial Services Group, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2022.