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Fidelity MSCI Real Estate Index ETF
FREL

204 hedge funds and large institutions have $375M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

15% more funds holding

Funds holding: 177 → 204 (+27)

12% more capital invested

Capital invested by funds: $335M → $375M (+$40.6M)

0.28% more ownership

Funds ownership: 36.89% → 37.17% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

Holders
204
Holders Change
+27
Holders Change %
+15.25%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
67
Reduced
67
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.25M
2
BCI
Brinker Capital Investments
Pennsylvania
+$2.06M
3
OPS
Orion Portfolio Solutions
Nebraska
+$2.06M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.01M
5
AWM
AE Wealth Management
Kansas
+$1.99M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$17.8M
2
RWMH
Riverpoint Wealth Management Holdings
Illinois
-$9.26M
3
FSC
Full Sail Capital
Oklahoma
-$4.71M
4
AT
American Trust
Kentucky
-$3.15M
5
CAG
Crestwood Advisors Group
Massachusetts
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
151
PrairieView Partners
Minnesota
$49K +$333 +14 +0.8%
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$48.2K -$7.14K -300 -14%
BFPW
153
BOK Financial Private Wealth
Colorado
$44.3K +$39.6K +1,664 New
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$43.2K -$81.6K -3,426 -68%
Franklin Resources
155
Franklin Resources
California
$41.7K – – –
Fidelity Investments
156
Fidelity Investments
Massachusetts
$39.6K -$2.29K -96 -6%
RIM
157
Rockbridge Investment Management
New York
$31.3K +$28K +1,174 New
Comerica Bank
158
Comerica Bank
Texas
$28.6K +$71 +3 +0.3%
SPIA
159
Steward Partners Investment Advisory
New York
$27.7K -$26.8K -1,127 -52%
SSB
160
Sandy Spring Bank
Maryland
$26.6K – – –
CFD
161
Creative Financial Designs
Indiana
$26.5K – – –
NFA
162
Northwest Financial Advisors
Virginia
$26.3K +$23.5K +986 New
GGI
163
Godsey & Gibb Inc
Virginia
$26.2K – – –
CA
164
Crewe Advisors
Utah
$23.9K -$36.3K -1,524 -63%
CWP
165
Concord Wealth Partners
Virginia
$21.6K +$143 +6 +0.7%
NFSG
166
Newbridge Financial Services Group
Florida
$21.2K – – –
ODG
167
O'Dell Group
Ohio
$14.4K +$12.8K +539 New
DF
168
DecisionPoint Financial
Arizona
$13.8K – – –
KHC
169
Koesten Hirschmann & Crabtree
Kansas
$13.7K +$905 +38 +8%
IRC
170
Investors Research Corp
Georgia
$13K +$667 +28 +6%
SAM
171
Smartleaf Asset Management
Massachusetts
$12.8K +$11.3K +474 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$12K +$5.48K +230 +111%
CIAS
173
Capital Investment Advisory Services
North Carolina
$11.8K +$71 +3 +0.7%
CA
174
Clearstead Advisors
Ohio
$10.4K -$9.26K -389 -50%
Citigroup
175
Citigroup
New York
$10.1K +$1.45K +61 +19%
5 6
7
8 9

FREL Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2023, worth a combined $375M — up 12% from $335M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FREL positions and 11 closed out — a net gain of 29 holders — while 67 added to existing stakes and 67 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.25M. The largest seller was PNC Financial Services Group, cutting an estimated $17.8M.

  • 204 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $375M of Fidelity MSCI Real Estate Index ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 40 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2023 and 11 closed out, a net change of +29 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2023 was Goldman Sachs, an estimated $2.25M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2023 was PNC Financial Services Group, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2023.