Fidelity MSCI Real Estate Index ETF
FREL
64 hedge funds and large institutions have $93.4M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 11 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
9% less funds holding
Funds holding: 70 → 64 (-6)
19.11% less ownership
Funds ownership: 47.44% → 28.33% (-19%)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
55% less capital invested
Capital invested by funds: $208M → $93.4M (-$114M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$2.37M |
| 2 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
+$2.23M |
| 3 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$968K |
| 4 |
LPL Financial
San Diego,
California
|
+$895K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$883K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$72.1M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$20.7M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$12.7M |
| 4 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$3M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.26M |
FREL Hedge Fund Activity: Q1 2018 in Review
64 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q1 2018, worth a combined $93.4M — down 55% from $208M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FREL and 5 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 33 added.
The largest buyer was Mariner, adding an estimated $2.37M. The largest seller was FormulaFolio Investments, cutting an estimated $72.1M.
- 64 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q1 2018, down from 70 in Q4 2017.
- Funds reported $93.4M of Fidelity MSCI Real Estate Index ETF stock for Q1 2018, down 55% quarter-over-quarter.
- 5 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q1 2018 and 11 closed out, a net change of -6 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q1 2018 was Mariner, an estimated $2.37M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q1 2018 was FormulaFolio Investments, an estimated $72.1M sold.
Based on aggregated 13F filings for Q1 2018.