Fidelity MSCI Real Estate Index ETF
FREL
73 hedge funds and large institutions have $191M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 7 closing their positions.
218% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 11
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
105% more capital invested
Capital invested by funds: $93.4M → $191M (+$97.8M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14.84% more ownership
Funds ownership: 28.33% → 43.17% (+15%)
14% more funds holding
Funds holding: 64 → 73 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$36.6M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$22.1M |
| 3 |
PWM
Patriot Wealth Management
Houston,
Texas
|
+$11.8M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.41M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
Independence Wealth Advisors
Mclean,
Virginia
|
-$3.51M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$828K |
| 3 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$556K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$545K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$314K |
FREL Hedge Fund Activity: Q2 2018 in Review
73 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q2 2018, worth a combined $191M — up 105% from $93.4M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FREL positions and 7 closed out — a net gain of 9 holders — while 35 added to existing stakes and 11 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $36.6M. The largest seller was Independence Wealth Advisors, exiting entirely with an estimated $3.51M sold.
- 73 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q2 2018, up from 64 in Q1 2018.
- Funds reported $191M of Fidelity MSCI Real Estate Index ETF stock for Q2 2018, up 105% quarter-over-quarter.
- 16 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q2 2018 and 7 closed out, a net change of +9 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q2 2018 was Beaumont Financial Advisors, an estimated $36.6M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q2 2018 was Independence Wealth Advisors, an estimated $3.51M sold.
Based on aggregated 13F filings for Q2 2018.