Fidelity MSCI Real Estate Index ETF
FREL
181 hedge funds and large institutions have $943M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 7 closing their positions.
343% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 7
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
36% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 50
22% more capital invested
Capital invested by funds: $771M → $943M (+$172M)
15% more funds holding
Funds holding: 158 → 181 (+23)
0.66% less ownership
Funds ownership: 56.98% → 56.32% (-0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$32.9M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$24.9M |
| 3 |
T
TrueFG
Cedar Park,
Texas
|
+$8.69M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$5.76M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$6.11M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.53M |
| 3 |
CNC
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
-$2.19M |
| 4 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
-$1.96M |
| 5 |
Goldman Sachs
New York
|
-$1.73M |
FREL Hedge Fund Activity: Q2 2021 in Review
181 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q2 2021, worth a combined $943M — up 22% from $771M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FREL positions and 7 closed out — a net gain of 24 holders — while 68 added to existing stakes and 50 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $32.9M. The largest seller was Beaumont Financial Advisors, cutting an estimated $6.11M.
- 181 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q2 2021, up from 158 in Q1 2021.
- Funds reported $943M of Fidelity MSCI Real Estate Index ETF stock for Q2 2021, up 22% quarter-over-quarter.
- 31 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q2 2021 and 7 closed out, a net change of +24 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $32.9M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q2 2021 was Beaumont Financial Advisors, an estimated $6.11M sold.
Based on aggregated 13F filings for Q2 2021.