Fidelity MSCI Real Estate Index ETF
FREL
183 hedge funds and large institutions have $1.12B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 45 reducing their positions, and 17 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 45
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
19% more capital invested
Capital invested by funds: $943M → $1.12B (+$182M)
2.92% more ownership
Funds ownership: 56.32% → 59.24% (+2.9%)
1% more funds holding
Funds holding: 181 → 183 (+2)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$135M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$28.2M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$8.48M |
| 4 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
+$5.41M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$5.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$5.91M |
| 2 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$2.93M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$2.68M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1.89M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.4M |
FREL Hedge Fund Activity: Q3 2021 in Review
183 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q3 2021, worth a combined $1.12B — up 19% from $943M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FREL positions and 17 closed out — a net gain of 4 holders — while 76 added to existing stakes and 45 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $135M. The largest seller was RWA Wealth Partners, exiting entirely with an estimated $5.91M sold.
- 183 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q3 2021, up from 181 in Q2 2021.
- Funds reported $1.12B of Fidelity MSCI Real Estate Index ETF stock for Q3 2021, up 19% quarter-over-quarter.
- 21 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q3 2021 and 17 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q3 2021 was PNC Financial Services Group, an estimated $135M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q3 2021 was RWA Wealth Partners, an estimated $5.91M sold.
Based on aggregated 13F filings for Q3 2021.