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Fidelity MSCI Real Estate Index ETF

215 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Real Estate Index ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 63

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

2% more funds holding

Funds holding: 211215 (+4)

3.59% less ownership

Funds ownership: 58.09%54.5% (-3.6%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less capital invested

Capital invested by funds: $1.33B → $1.1B (-$229M)

Holders
215
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
35
Increased
82
Reduced
63
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$6K +$32 +1 +0.5%
GWMIA
202
Global Wealth Management Investment Advisory
Florida
$5K
CHA
203
Carmichael Hill & Associates
Maryland
$4K
HS
204
Horan Securities
United States
$4K
JP Morgan Chase
205
JP Morgan Chase
New York
$3K -$30.4K -961 -90%
GI
206
Gradient Investments
Minnesota
$3K +$2.53K +80 +308%
PFS
207
Prospera Financial Services
Texas
$3K +$3.1K +98 New
AIA
208
Armor Investment Advisors
North Carolina
$1K
CCA
209
Column Capital Advisors
Indiana
$1K
RBC
210
Roble Belko & Company
Pennsylvania
$1K
QC
211
Quent Capital
New York
$1K +$348 +11 +48%
WIM
212
Westside Investment Management
California
$29
WA
213
Wealthstar Advisors
Texas
-$8.89M -255,939 Closed
Renaissance Technologies
214
Renaissance Technologies
New York
-$882K -25,400 Closed
SFS
215
Sowell Financial Services
Arkansas
-$831K -23,944 Closed
IA
216
IFS Advisors
Kansas
-$648K -18,674 Closed
CFA
217
Cahill Financial Advisors
Minnesota
-$462K -13,310 Closed
NA
218
NewEdge Advisors
Louisiana
-$439K -12,639 Closed
AP
219
Advisors Preferred
Maryland
-$350K -10,180 Closed
FTS
220
Fifth Third Securities
Ohio
-$313K -9,003 Closed
BWM
221
Boyd Wealth Management
California
-$234K -6,753 Closed
GWM
222
GSB Wealth Management
Connecticut
-$224K -6,453 Closed
SHIM
223
Stone House Investment Management
Pennsylvania
-$215K -6,185 Closed
MA
224
Maxele Advisors
Missouri
-$212K -6,119 Closed
SFG
225
StrategIQ Financial Group
Indiana
-$208K -5,990 Closed

FREL Hedge Fund Activity: Q1 2022 in Review

215 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q1 2022, worth a combined $1.1B — down 17% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FREL positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 63 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $5.1M. The largest seller was PNC Financial Services Group, cutting an estimated $105M.

  • 215 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q1 2022, up from 211 in Q4 2021.
  • Funds reported $1.1B of Fidelity MSCI Real Estate Index ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 35 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q1 2022 and 28 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q1 2022 was Osaic Holdings, an estimated $5.1M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q1 2022 was PNC Financial Services Group, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2022.