Fidelity MSCI Real Estate Index ETF
FREL
121 hedge funds and large institutions have $372M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
32% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 37
19% more funds holding
Funds holding: 102 → 121 (+19)
2% more capital invested
Capital invested by funds: $363M → $372M (+$8.66M)
3.19% less ownership
Funds ownership: 49.39% → 46.2% (-3.2%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$2.87M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.86M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.57M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.72M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$5.8M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.24M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$2.49M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.83M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.7M |
FREL Hedge Fund Activity: Q2 2019 in Review
121 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q2 2019, worth a combined $372M — up 2.4% from $363M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FREL positions and 6 closed out — a net gain of 19 holders — while 49 added to existing stakes and 37 trimmed.
The largest buyer was SVB Wealth, opening a new position worth an estimated $2.87M. The largest seller was Financial Partners Group (Kansas), exiting entirely with an estimated $5.8M sold.
- 121 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q2 2019, up from 102 in Q1 2019.
- Funds reported $372M of Fidelity MSCI Real Estate Index ETF stock for Q2 2019, up 2.4% quarter-over-quarter.
- 25 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q2 2019 and 6 closed out, a net change of +19 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q2 2019 was SVB Wealth, an estimated $2.87M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q2 2019 was Financial Partners Group (Kansas), an estimated $5.8M sold.
Based on aggregated 13F filings for Q2 2019.