Fidelity MSCI Real Estate Index ETF
FREL
199 hedge funds and large institutions have $359M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 84 increasing their positions, 68 reducing their positions, and 18 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 68
1.26% more ownership
Funds ownership: 37.75% → 39.01% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $364M → $359M (-$5.13M)
3% less funds holding
Funds holding: 205 → 199 (-6)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.53M |
| 2 |
CNC
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
+$2.76M |
| 3 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$2.56M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$2.34M |
| 5 |
RWMH
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.74M |
| 2 |
Goldman Sachs
New York
|
-$2.14M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$1.55M |
| 4 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$1.52M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.51M |
FREL Hedge Fund Activity: Q2 2024 in Review
199 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q2 2024, worth a combined $359M — down 1.4% from $364M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of FREL and 14 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 84 added.
The largest buyer was AE Wealth Management, adding an estimated $3.53M. The largest seller was PNC Financial Services Group, cutting an estimated $3.74M.
- 199 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q2 2024, down from 205 in Q1 2024.
- Funds reported $359M of Fidelity MSCI Real Estate Index ETF stock for Q2 2024, down 1.4% quarter-over-quarter.
- 14 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q2 2024 and 18 closed out, a net change of -4 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q2 2024 was AE Wealth Management, an estimated $3.53M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q2 2024 was PNC Financial Services Group, an estimated $3.74M sold.
Based on aggregated 13F filings for Q2 2024.