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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.

New
Increased
Maintained
Reduced
Closed

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%)

0% more capital invested

Capital invested by funds: $777M → $778M (+$341K)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
33
Increased
72
Reduced
64
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWMH
Riverpoint Wealth Management Holdings
Illinois
+$5.6M
2
CAG
Crestwood Advisors Group
Massachusetts
+$5.42M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.61M
4
ISWM
Independent Solutions Wealth Management
New York
+$1.97M
5
CNC
Citizens & Northern Corp
Pennsylvania
+$1.94M

Top Sellers

1
WSFS
Wilmington Savings Fund Society
Delaware
-$31.7M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$24M
3
HWA
Hilltop Wealth Advisors
North Carolina
-$3.5M
4
EP
Eudaimonia Partners
Tennessee
-$2.84M
5
BTI
Blue Trust Inc
Georgia
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$452M -$24M -970,060 -5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$22.1M -$26.1K -1,055 -0.1%
Lido Advisors
3
Lido Advisors
California
$17.8M +$309K +12,509 +2%
RWMH
4
Riverpoint Wealth Management Holdings
Illinois
$17.1M +$5.6M +226,378 +49%
CNC
5
Citizens & Northern Corp
Pennsylvania
$15.4M +$1.94M +78,414 +14%
PFA
6
Pure Financial Advisors
California
$12.5M -$460K -18,615 -4%
T
7
TrueFG
Texas
$10.6M +$1.62M +65,686 +18%
MCM
8
MAI Capital Management
Ohio
$9.05M +$154K +6,230 +2%
Creative Planning
9
Creative Planning
Kansas
$8.39M -$358K -14,478 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.44M +$1.1M +44,511 +17%
FSC
11
Full Sail Capital
Oklahoma
$6.51M +$490K +19,799 +8%
BTI
12
Blue Trust Inc
Georgia
$6.29M -$1.75M -70,945 -21%
BDF
13
Black Diamond Financial
Maryland
$6.29M -$53.7K -2,171 -0.8%
AWM
14
AE Wealth Management
Kansas
$5.96M +$39.9K +1,613 +0.7%
AAS
15
Avantax Advisory Services
Texas
$5.79M +$417K +16,863 +8%
LPL Financial
16
LPL Financial
California
$5.75M +$233K +9,400 +4%
Financial Engines Advisors
17
Financial Engines Advisors
California
$5.7M +$356K +14,393 +7%
CAG
18
Crestwood Advisors Group
Massachusetts
$5.44M +$5.42M +219,277 New
AI
19
Atria Investments
North Carolina
$5.36M +$817K +33,036 +18%
PWA
20
Physician Wealth Advisors
Utah
$5.28M +$927K +37,476 +23%
HighTower Advisors
21
HighTower Advisors
Illinois
$5.06M +$2.61M +105,611 +106%
AWC
22
Adamsbrown Wealth Consultants
Kansas
$4.84M +$495K +20,018 +11%
SIA
23
Soltis Investment Advisors
Utah
$4.48M +$504K +20,372 +13%
LSIA
24
LaSalle St. Investment Advisors
Illinois
$4.48M +$4.46M +180,493 New
Osaic Holdings
25
Osaic Holdings
Arizona
$4.37M +$807K +32,629 +23%
1
2 3 4 5

FREL Hedge Fund Activity: Q4 2022 in Review

196 of the 6,221 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.