Fidelity MSCI Real Estate Index ETF
FREL
92 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
13% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 30
10% more funds holding
Funds holding: 84 → 92 (+8)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less capital invested
Capital invested by funds: $344M → $335M (-$9.1M)
6.15% less ownership
Funds ownership: 56.91% → 50.75% (-6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$12M |
| 2 |
RWMH
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
+$5.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.5M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$3.77M |
| 5 |
VF
Virtu Financial
New York
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$23.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.66M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.36M |
| 4 |
Jane Street
New York
|
-$1.78M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.21M |
FREL Hedge Fund Activity: Q4 2018 in Review
92 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2018, worth a combined $335M — down 2.6% from $344M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FREL positions and 10 closed out — a net gain of 11 holders — while 34 added to existing stakes and 30 trimmed.
The largest buyer was TRUE Private Wealth Advisors, adding an estimated $12M. The largest seller was Beaumont Financial Advisors, cutting an estimated $23.9M.
- 92 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2018, up from 84 in Q3 2018.
- Funds reported $335M of Fidelity MSCI Real Estate Index ETF stock for Q4 2018, down 2.6% quarter-over-quarter.
- 21 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2018 and 10 closed out, a net change of +11 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2018 was TRUE Private Wealth Advisors, an estimated $12M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2018 was Beaumont Financial Advisors, an estimated $23.9M sold.
Based on aggregated 13F filings for Q4 2018.