Fidelity MSCI Real Estate Index ETF
FREL
213 hedge funds and large institutions have $640M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 85 increasing their positions, 64 reducing their positions, and 23 closing their positions.
885% more capital inflows, than outflows
Capital inflows: $274M | Capital outflows: $27.8M
57% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 23
33% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 64
22.53% more ownership
Funds ownership: 40.34% → 62.87% (+23%)
4% more funds holding
Funds holding: 204 → 213 (+9)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Essential Planning
Portsmouth,
New Hampshire
|
+$224M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
+$4.62M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.39M |
| 4 |
Fort Point Capital Partners
San Francisco,
California
|
+$2.59M |
| 5 |
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
-$3.37M |
| 2 |
RWA Wealth Partners
Newton,
Massachusetts
|
-$3.24M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$2.84M |
| 4 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.71M |
| 5 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.71M |
FREL Hedge Fund Activity: Q4 2024 in Review
213 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2024, worth a combined $640M — up 47% from $436M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new FREL positions and 23 closed out — a net gain of 13 holders — while 85 added to existing stakes and 64 trimmed.
The largest buyer was Essential Planning, adding an estimated $224M. The largest seller was Galvin Gaustad & Stein, cutting an estimated $3.37M.
- 213 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2024, up from 204 in Q3 2024.
- Funds reported $640M of Fidelity MSCI Real Estate Index ETF stock for Q4 2024, up 47% quarter-over-quarter.
- 36 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2024 and 23 closed out, a net change of +13 holders.
- The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2024 was Essential Planning, an estimated $224M added.
- The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2024 was Galvin Gaustad & Stein, an estimated $3.37M sold.
Based on aggregated 13F filings for Q4 2024.