Fidelity MSCI Real Estate Index ETF
FREL
158 hedge funds and large institutions have $436M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.
217% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 12
46% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 39
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more funds holding
Funds holding: 133 → 158 (+25)
6% more capital invested
Capital invested by funds: $411M → $436M (+$25.7M)
0.41% less ownership
Funds ownership: 43.18% → 42.77% (-0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMG
Asset Management Group
Stamford,
Connecticut
|
+$3.18M |
| 2 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$2.75M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.58M |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$2.03M |
| 5 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$5.77M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$3.1M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.09M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.81M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.74M |
FREL Hedge Fund Activity: Q4 2019 in Review
158 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2019, worth a combined $436M — up 6.3% from $411M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new FREL positions and 12 closed out — a net gain of 26 holders — while 57 added to existing stakes and 39 trimmed.
The largest buyer was Asset Management Group, adding an estimated $3.18M. The largest seller was Financial Engines Advisors, exiting entirely with an estimated $5.77M sold.
- 158 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2019, up from 133 in Q3 2019.
- Funds reported $436M of Fidelity MSCI Real Estate Index ETF stock for Q4 2019, up 6.3% quarter-over-quarter.
- 38 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2019 and 12 closed out, a net change of +26 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2019 was Asset Management Group, an estimated $3.18M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2019 was Financial Engines Advisors, an estimated $5.77M sold.
Based on aggregated 13F filings for Q4 2019.