Fidelity MSCI Real Estate Index ETF
FREL
102 hedge funds and large institutions have $363M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
73% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 26
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
11% more funds holding
Funds holding: 92 → 102 (+10)
8% more capital invested
Capital invested by funds: $335M → $363M (+$27.8M)
1.36% less ownership
Funds ownership: 50.75% → 49.39% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$18.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$8.13M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.97M |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$5.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$21.3M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$19.3M |
| 3 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$11.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.22M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$3.79M |
FREL Hedge Fund Activity: Q1 2019 in Review
102 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q1 2019, worth a combined $363M — up 8.3% from $335M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FREL positions and 13 closed out — a net gain of 12 holders — while 45 added to existing stakes and 26 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $18.8M. The largest seller was FormulaFolio Investments, cutting an estimated $21.3M.
- 102 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q1 2019, up from 92 in Q4 2018.
- Funds reported $363M of Fidelity MSCI Real Estate Index ETF stock for Q1 2019, up 8.3% quarter-over-quarter.
- 25 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q1 2019 and 13 closed out, a net change of +12 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q1 2019 was Beaumont Financial Advisors, an estimated $18.8M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q1 2019 was FormulaFolio Investments, an estimated $21.3M sold.
Based on aggregated 13F filings for Q1 2019.