Fidelity MSCI Real Estate Index ETF
FREL
57 hedge funds and large institutions have $198M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 6 closing their positions.
3,796% more capital inflows, than outflows
Capital inflows: $114M | Capital outflows: $2.93M
325% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 8
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
17.61% more ownership
Funds ownership: 30.19% → 47.81% (+18%)
10% more funds holding
Funds holding: 52 → 57 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$85.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.97M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.71M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$2.48M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$894K |
| 2 |
Morgan Stanley
New York
|
-$836K |
| 3 |
Goldman Sachs
New York
|
-$820K |
| 4 |
SG Americas Securities
New York
|
-$316K |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$17.8K |
FREL Hedge Fund Activity: Q3 2017 in Review
57 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q3 2017, worth a combined $198M — up 127% from $87.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FREL positions and 6 closed out — a net gain of 6 holders — while 34 added to existing stakes and 8 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $85.9M. The largest seller was Jane Street, exiting entirely with an estimated $894K sold.
- 57 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q3 2017, up from 52 in Q2 2017.
- Funds reported $198M of Fidelity MSCI Real Estate Index ETF stock for Q3 2017, up 127% quarter-over-quarter.
- 12 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q3 2017 and 6 closed out, a net change of +6 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q3 2017 was FormulaFolio Investments, an estimated $85.9M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q3 2017 was Jane Street, an estimated $894K sold.
Based on aggregated 13F filings for Q3 2017.