Fidelity MSCI Real Estate Index ETF
FREL
70 hedge funds and large institutions have $208M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
23% more funds holding
Funds holding: 57 → 70 (+13)
5% more capital invested
Capital invested by funds: $198M → $208M (+$9.33M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.37% less ownership
Funds ownership: 47.81% → 47.44% (-0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$7.13M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$2.26M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.26M |
| 4 |
Jane Street
New York
|
+$1.14M |
| 5 |
Bank of New York Mellon
New York
|
+$819K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.08M |
| 2 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$6.94M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.82M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.51M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$979K |
FREL Hedge Fund Activity: Q4 2017 in Review
70 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2017, worth a combined $208M — up 4.7% from $198M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FREL positions and 6 closed out — a net gain of 13 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $7.13M. The largest seller was Royal Bank of Canada, cutting an estimated $9.08M.
- 70 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2017, up from 57 in Q3 2017.
- Funds reported $208M of Fidelity MSCI Real Estate Index ETF stock for Q4 2017, up 4.7% quarter-over-quarter.
- 19 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2017 and 6 closed out, a net change of +13 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2017 was FormulaFolio Investments, an estimated $7.13M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2017 was Royal Bank of Canada, an estimated $9.08M sold.
Based on aggregated 13F filings for Q4 2017.