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Fidelity Dividend ETF for Rising Rates

22 hedge funds and large institutions have $57.1M invested in Fidelity Dividend ETF for Rising Rates in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

29% more capital invested

Capital invested by funds: $44.1M → $57.1M (+$13M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 2222 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.95% less ownership

Funds ownership: 34.65%32.7% (-1.9%)

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
13
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
-$8K -300 Closed

FDRR Hedge Fund Activity: Q3 2017 in Review

22 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2017, worth a combined $57.1M — up 29% from $44.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FDRR positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $8.23M. The largest seller was Susquehanna International Group, cutting an estimated $1.62M.

  • 22 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $57.1M of Fidelity Dividend ETF for Rising Rates stock for Q3 2017, up 29% quarter-over-quarter.
  • 5 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2017 and 4 closed out, a net change of +1 holder.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2017 was Commonwealth Equity Services, an estimated $8.23M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2017 was Susquehanna International Group, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2017.