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Fidelity MSCI Real Estate Index ETF
FREL
FREL
202 hedge funds and large institutions have $434M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
22% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 64
21% more capital invested
Capital invested by funds: $358M → $434M (+$76.3M)
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
2% more funds holding
Funds holding: 198 → 202 (+4)
1.3% more ownership
Funds ownership: 38.92% → 40.22% (+1.3%)
Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
78
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Lido Advisors
Los Angeles,
California
|
+$3.47M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$3.05M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.9M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$2.68M |
| 5 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$1.87M |
