Fidelity MSCI Real Estate Index ETF
FREL
196 hedge funds and large institutions have $778M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 24 closing their positions.
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
13% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 64
2% more funds holding
Funds holding: 192 → 196 (+4)
0.05% more ownership
Funds ownership: 53.85% → 53.9% (+0.05%)
30% less capital inflows, than outflows
Capital inflows: $55.1M | Capital outflows: $78.2M
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
+$5.6M |
| 2 |
Crestwood Advisors Group
Boston,
Massachusetts
|
+$5.42M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.61M |
| 4 |
Independent Solutions Wealth Management
Williamsville,
New York
|
+$1.97M |
| 5 |
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wilmington Savings Fund Society
Wilmington,
Delaware
|
-$31.7M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$24M |
| 3 |
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
-$3.5M |
| 4 |
Eudaimonia Partners
Winchester,
Tennessee
|
-$2.84M |
| 5 |
Blue Trust Inc
Alpharetta,
Georgia
|
-$1.75M |
FREL Hedge Fund Activity: Q4 2022 in Review
196 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2022, worth a combined $778M — up 0.04% from $777M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FREL positions and 24 closed out — a net gain of 9 holders — while 72 added to existing stakes and 64 trimmed.
The largest buyer was Riverpoint Wealth Management Holdings, adding an estimated $5.6M. The largest seller was Wilmington Savings Fund Society, cutting an estimated $31.7M.
- 196 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2022, up from 192 in Q3 2022.
- Funds reported $778M of Fidelity MSCI Real Estate Index ETF stock for Q4 2022, up 0.04% quarter-over-quarter.
- 33 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2022 and 24 closed out, a net change of +9 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2022 was Riverpoint Wealth Management Holdings, an estimated $5.6M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2022 was Wilmington Savings Fund Society, an estimated $31.7M sold.
Based on aggregated 13F filings for Q4 2022.