Fidelity MSCI Real Estate Index ETF
FREL
192 hedge funds and large institutions have $777M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 30 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 57
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
0.38% more ownership
Funds ownership: 53.47% → 53.85% (+0.38%)
7% less funds holding
Funds holding: 207 → 192 (-15)
12% less capital invested
Capital invested by funds: $883M → $777M (-$105M)
43% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.73M |
| 2 |
HWA
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
+$4.37M |
| 3 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
+$1.49M |
| 4 |
Goldman Sachs
New York
|
+$1.06M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$986K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$7.12M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$2.23M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.11M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.75M |
| 5 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$1.65M |
FREL Hedge Fund Activity: Q3 2022 in Review
192 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q3 2022, worth a combined $777M — down 12% from $883M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of FREL and 17 opened new positions — a net loss of 13 holders — while 57 trimmed existing stakes and 84 added.
The largest buyer was AE Wealth Management, adding an estimated $4.73M. The largest seller was Brookstone Capital Management, cutting an estimated $7.12M.
- 192 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q3 2022, down from 207 in Q2 2022.
- Funds reported $777M of Fidelity MSCI Real Estate Index ETF stock for Q3 2022, down 12% quarter-over-quarter.
- 17 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q3 2022 and 30 closed out, a net change of -13 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q3 2022 was AE Wealth Management, an estimated $4.73M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q3 2022 was Brookstone Capital Management, an estimated $7.12M sold.
Based on aggregated 13F filings for Q3 2022.