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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
AWM
176
Abound Wealth Management
Tennessee
$9.78K – – –
CB
177
CNB Bank
Pennsylvania
$8.79K – – –
TWM
178
Tradition Wealth Management
Minnesota
$8K – – –
AA
179
Addison Advisors
Vermont
$7.49K – – –
LFG
180
Larson Financial Group
Missouri
$7.3K -$34.7K -1,456 -84%
MAM
181
Marquette Asset Management
Minnesota
$7.02K – – –
FFA
182
Farther Finance Advisors
California
$6.83K +$6.1K +256 New
SA
183
Scarborough Advisors
Maryland
$6.66K +$5.95K +250 New
PGAM
184
Princeton Global Asset Management
New Jersey
$5.49K – – –
AA
185
AlphaMark Advisors
Kentucky
$5K – – –
HI
186
Harbour Investments
Wisconsin
$4.39K +$24 +1 +0.6%
QC
187
Quent Capital
New York
$4.2K +$24 +1 +0.6%
AWM
188
Able Wealth Management
New Jersey
$4.05K +$3.62K +152 New
AF
189
Allworth Financial
California
$3.93K – – –
CHA
190
Carmichael Hill & Associates
Maryland
$3.54K – – –
SWM
191
Spire Wealth Management
Virginia
$3.53K +$24 +1 +0.7%
NC
192
NewSquare Capital
Pennsylvania
$3.15K +$2.81K +118 New
RCM
193
Raleigh Capital Management
North Carolina
$2.77K +$2.48K +104 New
KFI
194
Key Financial Inc
Pennsylvania
$1.44K – – –
LOIP
195
Live Oak Investment Partners
Texas
$1.41K – – –
TFM
196
TFC Financial Management
Massachusetts
$1.33K -$1.19K -50 -50%
RBC
197
Roble Belko & Company
Pennsylvania
$1K – – –
TFA
198
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
199
TS Financial Group (TSFG)
Illinois
$1K – – –
SIS
200
Sound Income Strategies
Florida
$986 +$881 +37 New
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.