Fidelity Dividend ETF for Rising Rates
FDRR
47 hedge funds and large institutions have $69.7M invested in Fidelity Dividend ETF for Rising Rates in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.
4% more capital invested
Capital invested by funds: $67.3M → $69.7M (+$2.43M)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
1.5% less ownership
Funds ownership: 23.9% → 22.4% (-1.5%)
4% less funds holding
Funds holding: 49 → 47 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$7.64M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$843K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$651K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$392K |
| 5 |
Morgan Stanley
New York
|
+$268K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$6.93M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.21M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.52M |
| 4 |
Jane Street
New York
|
-$1.26M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.2M |
FDRR Hedge Fund Activity: Q4 2020 in Review
47 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2020, worth a combined $69.7M — up 3.6% from $67.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FDRR and 5 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 17 added.
The largest buyer was Private Advisor Group, adding an estimated $7.64M. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $6.93M sold.
- 47 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2020, down from 49 in Q3 2020.
- Funds reported $69.7M of Fidelity Dividend ETF for Rising Rates stock for Q4 2020, up 3.6% quarter-over-quarter.
- 5 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2020 and 7 closed out, a net change of -2 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2020 was Private Advisor Group, an estimated $7.64M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2020 was B. Riley Wealth Advisors, an estimated $6.93M sold.
Based on aggregated 13F filings for Q4 2020.