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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
RI
176
Ridgewood Investments
New Jersey
$5.87K +$6.09K +236 New
RFA
177
Register Financial Advisors
Georgia
$5.18K -$1.89K -73 -26%
PGAM
178
Princeton Global Asset Management
New Jersey
$5.13K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$5K +$77 +3 +1%
QC
180
Quent Capital
New York
$3.89K +$361 +14 +10%
SWM
181
Spire Wealth Management
Virginia
$3.32K -$1.7K -66 -33%
CHA
182
Carmichael Hill & Associates
Maryland
$3.31K
HS
183
Horan Securities
United States
$2.99K
ICM
184
Islay Capital Management
Texas
$2.64K +$2.74K +106 New
KFI
185
Key Financial Inc
Pennsylvania
$1.34K
LOIP
186
Live Oak Investment Partners
Texas
$1.32K
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$1.29K
RBC
188
Roble Belko & Company
Pennsylvania
$1K
TFA
189
Transamerica Financial Advisors
Florida
$1K
AIA
190
Armor Investment Advisors
North Carolina
$747
SWA
191
SOA Wealth Advisors
New York
$573 +$52 +2 +10%
WP
192
WealthPLAN Partners
Nebraska
$324 +$336 +13 New
LC
193
Lindbrook Capital
California
$25
CCM
194
Chilton Capital Management
Texas
$25 +$26 +1 New
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
-$707K -28,509 Closed
WPW
196
Waldron Private Wealth
Pennsylvania
-$526K -21,997 Closed
PCA
197
Providence Capital Advisors
North Carolina
-$463K -18,645 Closed
BMM
198
Buffington Mohr McNeal
Idaho
-$457K -18,404 Closed
HF
199
HRT Financial
New York
-$408K -16,483 Closed
CG
200
Colony Group
Massachusetts
-$374K -15,057 Closed

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.