Fidelity MSCI Real Estate Index ETF
FREL
205 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 17 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 65
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
0.85% more ownership
Funds ownership: 36.9% → 37.75% (+0.85%)
0% more funds holding
Funds holding: 205 → 205 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less capital invested
Capital invested by funds: $373M → $364M (-$8.44M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$2.91M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.29M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.02M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$840K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.16M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.57M |
| 3 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$2.05M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.84M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$1.38M |
FREL Hedge Fund Activity: Q1 2024 in Review
205 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q1 2024, worth a combined $364M — down 2.3% from $373M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FREL positions and 17 closed out — a net gain of 2 holders — while 91 added to existing stakes and 65 trimmed.
The largest buyer was Lido Advisors, adding an estimated $2.91M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.16M.
- 205 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $364M of Fidelity MSCI Real Estate Index ETF stock for Q1 2024, down 2.3% quarter-over-quarter.
- 19 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q1 2024 and 17 closed out, a net change of +2 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q1 2024 was Lido Advisors, an estimated $2.91M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q1 2024 was Commonwealth Equity Services, an estimated $3.16M sold.
Based on aggregated 13F filings for Q1 2024.