Fidelity MSCI Real Estate Index ETF
FREL
207 hedge funds and large institutions have $883M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 61 reducing their positions, and 32 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 61
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.02% less ownership
Funds ownership: 54.5% → 53.47% (-1%)
4% less funds holding
Funds holding: 215 → 207 (-8)
16% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 32
20% less capital invested
Capital invested by funds: $1.1B → $883M (-$215M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.78M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$2.45M |
| 3 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
+$2.36M |
| 4 |
Jane Street
New York
|
+$1.88M |
| 5 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
-$19.1M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$15.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.4M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$10.7M |
| 5 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
-$5.11M |
FREL Hedge Fund Activity: Q2 2022 in Review
207 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q2 2022, worth a combined $883M — down 20% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of FREL and 27 opened new positions — a net loss of 5 holders — while 61 trimmed existing stakes and 83 added.
The largest buyer was Brookstone Capital Management, adding an estimated $2.78M. The largest seller was Wilmington Savings Fund Society, cutting an estimated $19.1M.
- 207 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q2 2022, down from 215 in Q1 2022.
- Funds reported $883M of Fidelity MSCI Real Estate Index ETF stock for Q2 2022, down 20% quarter-over-quarter.
- 27 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q2 2022 and 32 closed out, a net change of -5 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q2 2022 was Brookstone Capital Management, an estimated $2.78M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q2 2022 was Wilmington Savings Fund Society, an estimated $19.1M sold.
Based on aggregated 13F filings for Q2 2022.