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Fidelity Dividend ETF for Rising Rates

51 hedge funds and large institutions have $108M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.63% less ownership

Funds ownership: 29.68%29.05% (-0.63%)

2% less capital invested

Capital invested by funds: $110M → $108M (-$2.12M)

2% less funds holding

Funds holding: 5251 (-1)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
18
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
F
26
F3Logic
Minnesota
$581K -$109K -3,425 -16%
CA
27
Cetera Advisors
Colorado
$342K -$16.3K -511 -5%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$330K +$143K +4,492 +77%
BPWA
29
Beacon Pointe Wealth Advisors
California
$308K +$55.7K +1,750 +22%
LC
30
Lavaca Capital
Texas
$297K
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$292K +$291K +9,138 New
CA
32
Cambridge Advisors
Nebraska
$271K +$270K +8,495 New
SS
33
Sunbelt Securities
Texas
$263K +$2.54K +80 +1%
DWM
34
Darwin Wealth Management
Florida
$259K -$11.2K -352 -4%
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$243K -$5.18K -163 -2%
BTS
36
BB&T Securities
Virginia
$226K -$159 -5 -0.1%
AI
37
Atria Investments
North Carolina
$204K -$5.69K -179 -3%
Morgan Stanley
38
Morgan Stanley
New York
$165K -$1.14M -35,817 -87%
AG
39
Advisor Group
Arizona
$115K -$1.84K -58 -2%
FHA
40
Flagship Harbor Advisors
Massachusetts
$73K
RCAG
41
Rehmann Capital Advisory Group
Michigan
$56.9K
MIFH
42
Migdal Insurance & Financial Holdings
Israel
$47K
BCI
43
Brinker Capital Investments
Pennsylvania
$41K +$40.9K +1,286 New
WCG
44
Weaver Consulting Group
California
$31K
ASN
45
Advisory Services Network
Georgia
$28K +$191 +6 +0.7%
AIL
46
AGF Investments LLC
Ontario, Canada
$24K
AIM
47
Advantage Investment Management
Iowa
$21K
JP Morgan Chase
48
JP Morgan Chase
New York
$16K -$94.8K -2,980 -85%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$16K
LWANC
50
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$4.58K +144 New

FDRR Hedge Fund Activity: Q2 2019 in Review

51 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2019, worth a combined $108M — down 1.9% from $110M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FDRR positions and 3 closed out — a net gain of 1 holder — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, adding an estimated $1.47M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.88M.

  • 51 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2019, down from 52 in Q1 2019.
  • Funds reported $108M of Fidelity Dividend ETF for Rising Rates stock for Q2 2019, down 1.9% quarter-over-quarter.
  • 4 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2019 and 3 closed out, a net change of +1 holder.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2019 was Jane Street, an estimated $1.47M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2019 was Commonwealth Equity Services, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2019.