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Fidelity MSCI Real Estate Index ETF
FREL

196 hedge funds and large institutions have $778M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

2% more funds holding

Funds holding: 192 → 196 (+4)

0.05% more ownership

Funds ownership: 53.85% → 53.9% (+0.05%)

0% more capital invested

Capital invested by funds: $777M → $778M (+$341K)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
33
Increased
72
Reduced
64
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWMH
Riverpoint Wealth Management Holdings
Illinois
+$5.6M
2
CAG
Crestwood Advisors Group
Massachusetts
+$5.42M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.61M
4
ISWM
Independent Solutions Wealth Management
New York
+$1.97M
5
CNC
Citizens & Northern Corp
Pennsylvania
+$1.94M

Top Sellers

1
WSFS
Wilmington Savings Fund Society
Delaware
-$31.7M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$24M
3
HWA
Hilltop Wealth Advisors
North Carolina
-$3.5M
4
EP
Eudaimonia Partners
Tennessee
-$2.84M
5
BTI
Blue Trust Inc
Georgia
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
176
Register Financial Advisors
Georgia
$6.96K +$6.95K +281 New
MAM
177
Marquette Asset Management
Minnesota
$6.53K +$6.51K +263 New
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$6K -$8.68K -351 -57%
AA
179
AlphaMark Advisors
Kentucky
$6K – – –
KHC
180
Koesten Hirschmann & Crabtree
Kansas
$5.51K +$5.49K +222 New
Citigroup
181
Citigroup
New York
$5.01K +$5K +202 New
PGAM
182
Princeton Global Asset Management
New Jersey
$5K – – –
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$5K +$25 +1 +0.5%
SWM
184
Spire Wealth Management
Virginia
$5K +$25 +1 +0.5%
CS
185
Comerica Securities
Michigan
$4.27K +$4.25K +172 New
QC
186
Quent Capital
New York
$3.53K – – –
CHA
187
Carmichael Hill & Associates
Maryland
$3.3K – – –
HS
188
Horan Securities
United States
$2.98K – – –
LOIP
189
Live Oak Investment Partners
Texas
$1.31K – – –
KFI
190
Key Financial Inc
Pennsylvania
$1.29K – – –
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$1.29K -$49.5K -2,000 -97%
RBC
192
Roble Belko & Company
Pennsylvania
$1K – – –
TFA
193
Transamerica Financial Advisors
Florida
$1K – – –
AIA
194
Armor Investment Advisors
North Carolina
$744 – – –
SWA
195
SOA Wealth Advisors
New York
$521 +$74 +3 +17%
LC
196
Lindbrook Capital
California
$25 -$9.4K -380 -100%
WIM
197
Westside Investment Management
California
$2 – – –
EP
198
Eudaimonia Partners
Tennessee
– -$2.84M -118,879 Closed
CW
199
Connectus Wealth
Ohio
– -$475K -19,834 Closed
Prudential Financial
200
Prudential Financial
New Jersey
– -$408K -17,276 Closed
5 6 7
8
9

FREL Hedge Fund Activity: Q4 2022 in Review

196 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2022, worth a combined $778M — up 0.04% from $777M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FREL positions and 24 closed out — a net gain of 9 holders — while 72 added to existing stakes and 64 trimmed.

The largest buyer was Riverpoint Wealth Management Holdings, adding an estimated $5.6M. The largest seller was Wilmington Savings Fund Society, cutting an estimated $31.7M.

  • 196 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2022, up from 192 in Q3 2022.
  • Funds reported $778M of Fidelity MSCI Real Estate Index ETF stock for Q4 2022, up 0.04% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2022 and 24 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2022 was Riverpoint Wealth Management Holdings, an estimated $5.6M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2022 was Wilmington Savings Fund Society, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2022.