Fidelity MSCI Real Estate Index ETF
FREL
18 hedge funds and large institutions have $8.8M invested in Fidelity MSCI Real Estate Index ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 7 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
7% more capital invested
Capital invested by funds: $8.19M → $8.8M (+$606K)
2.73% less ownership
Funds ownership: 19.04% → 16.31% (-2.7%)
10% less funds holding
Funds holding: 20 → 18 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.51M |
| 2 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$1.36M |
| 3 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$373K |
| 4 |
Jane Street
New York
|
+$239K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.68M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$767K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$389K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$267K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$213K |
FREL Hedge Fund Activity: Q1 2016 in Review
18 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q1 2016, worth a combined $8.8M — up 7.4% from $8.19M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FREL and 5 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 9 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.51M. The largest seller was LPL Financial, exiting entirely with an estimated $1.68M sold.
- 18 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q1 2016, down from 20 in Q4 2015.
- Funds reported $8.8M of Fidelity MSCI Real Estate Index ETF stock for Q1 2016, up 7.4% quarter-over-quarter.
- 5 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q1 2016 and 7 closed out, a net change of -2 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q1 2016 was Commonwealth Equity Services, an estimated $1.51M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q1 2016 was LPL Financial, an estimated $1.68M sold.
Based on aggregated 13F filings for Q1 2016.