Fidelity MSCI Real Estate Index ETF
FREL
211 hedge funds and large institutions have $1.33B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 43 reducing their positions, and 15 closing their positions.
240% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 15
93% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 43
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
18% more capital invested
Capital invested by funds: $1.12B → $1.33B (+$202M)
15% more funds holding
Funds holding: 183 → 211 (+28)
1.14% less ownership
Funds ownership: 59.24% → 58.09% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$30.2M |
| 2 |
WA
Wealthstar Advisors
Plano,
Texas
|
+$8.34M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$6.52M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.68M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$17.8M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$5.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.09M |
| 4 |
HT
HAP Trading
New York
|
-$2.04M |
| 5 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$1.21M |
FREL Hedge Fund Activity: Q4 2021 in Review
211 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2021, worth a combined $1.33B — up 18% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new FREL positions and 15 closed out — a net gain of 36 holders — while 83 added to existing stakes and 43 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $30.2M. The largest seller was Brookstone Capital Management, cutting an estimated $17.8M.
- 211 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2021, up from 183 in Q3 2021.
- Funds reported $1.33B of Fidelity MSCI Real Estate Index ETF stock for Q4 2021, up 18% quarter-over-quarter.
- 51 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2021 and 15 closed out, a net change of +36 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2021 was PNC Financial Services Group, an estimated $30.2M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2021.