We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

194 hedge funds and large institutions have $481M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

9% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 66

1% less funds holding

Funds holding: 196194 (-2)

11.16% less ownership

Funds ownership: 53.9%42.74% (-11%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less capital invested

Capital invested by funds: $778M → $481M (-$297M)

Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
22
Increased
72
Reduced
66
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
Larson Financial Group
Missouri
$43.1K +$3.92K +152 +10%
AIP
152
Ahrens Investment Partners
Louisiana
$39.5K +$41K +1,587 New
Franklin Resources
153
Franklin Resources
California
$39K
CB
154
CNB Bank
Pennsylvania
$29K +$21.5K +834 +253%
SSB
155
Sandy Spring Bank
Maryland
$24.9K
GGI
156
Godsey & Gibb Inc
Virginia
$24.5K
CFD
157
Creative Financial Designs
Indiana
$22.3K -$57.5K -2,226 -71%
TWA
158
TCI Wealth Advisors
Arizona
$20.1K
NFSG
159
Newbridge Financial Services Group
Florida
$19.8K
CWP
160
Concord Wealth Partners
Virginia
$19.6K +$284 +11 +1%
DAC
161
Dividend Assets Capital
South Carolina
$19K
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$17.1K -$5.21M -201,961 -23%
DF
163
DecisionPoint Financial
Arizona
$12.9K
BAM
164
Belpointe Asset Management
Nevada
$12.5K -$5.94K -230 -32%
IRC
165
Investors Research Corp
Georgia
$10.6K
KHC
166
Koesten Hirschmann & Crabtree
Kansas
$10.3K +$4.96K +192 +86%
CIAS
167
Capital Investment Advisory Services
North Carolina
$9.78K +$129 +5 +1%
CA
168
Clearstead Advisors
Ohio
$9.69K
AWM
169
Abound Wealth Management
Tennessee
$9.14K
HI
170
Harbour Investments
Wisconsin
$8.76K +$26 +1 +0.3%
ANBT
171
American National Bank & Trust
Texas
$8.52K
AA
172
Addison Advisors
Vermont
$7K
TWM
173
Tradition Wealth Management
Minnesota
$7K
MAM
174
Marquette Asset Management
Minnesota
$6.56K
AA
175
AlphaMark Advisors
Kentucky
$6K

FREL Hedge Fund Activity: Q1 2023 in Review

194 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q1 2023, worth a combined $481M — down 38% from $778M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FREL positions and 20 closed out — a net gain of 2 holders — while 72 added to existing stakes and 66 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.65M. The largest seller was PNC Financial Services Group, cutting an estimated $290M.

  • 194 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q1 2023, down from 196 in Q4 2022.
  • Funds reported $481M of Fidelity MSCI Real Estate Index ETF stock for Q1 2023, down 38% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q1 2023 and 20 closed out, a net change of +2 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $3.65M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q1 2023 was PNC Financial Services Group, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2023.