Fidelity MSCI Real Estate Index ETF
FREL
203 hedge funds and large institutions have $436M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 19 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
23% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 64
21% more capital invested
Capital invested by funds: $359M → $436M (+$76.6M)
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
2% more funds holding
Funds holding: 199 → 203 (+4)
1.31% more ownership
Funds ownership: 39.01% → 40.33% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.87M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.28M |
| 3 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$752K |
| 4 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$651K |
| 5 |
D.E. Shaw & Co
New York
|
-$615K |
FREL Hedge Fund Activity: Q3 2024 in Review
203 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q3 2024, worth a combined $436M — up 21% from $359M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FREL positions and 19 closed out — a net gain of 4 holders — while 79 added to existing stakes and 64 trimmed.
The largest buyer was Lido Advisors, adding an estimated $3.47M. The largest seller was PNC Financial Services Group, cutting an estimated $3.87M.
- 203 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q3 2024, up from 199 in Q2 2024.
- Funds reported $436M of Fidelity MSCI Real Estate Index ETF stock for Q3 2024, up 21% quarter-over-quarter.
- 23 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q3 2024 and 19 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q3 2024 was Lido Advisors, an estimated $3.47M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q3 2024 was PNC Financial Services Group, an estimated $3.87M sold.
Based on aggregated 13F filings for Q3 2024.