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Fidelity Dividend ETF for Rising Rates
FDRR

50 hedge funds and large institutions have $86M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

23% more capital invested

Capital invested by funds: $69.7M → $86M (+$16.3M)

6% more funds holding

Funds holding: 47 → 50 (+3)

0.27% less ownership

Funds ownership: 22.4% → 22.14% (-0.27%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
24
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Mascoma Wealth Management
New Hampshire
+$5.43M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.98M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.12M
4
LPL Financial
LPL Financial
California
+$1.08M
5
LDFR
Lehman & Derafelo Financial Resources
Pennsylvania
+$1.03M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.03M
2
KAS
Kestra Advisory Services
Texas
-$1.1M
3
UBS Group
UBS Group
Switzerland
-$901K
4
Bank of America
Bank of America
North Carolina
-$858K
5
CWG
Cornerstone Wealth Group
North Carolina
-$709K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
26
Jaffetilchin Investment Partners
Florida
$415K +$2.24K +58 +0.6%
CA
27
Cambridge Advisors
Nebraska
$389K -$21.1K -546 -5%
SPC
28
Sigma Planning Corp
Michigan
$339K +$326K +8,436 New
SS
29
Sunbelt Securities
Texas
$331K +$9.9K +256 +3%
RJA
30
Raymond James & Associates
Florida
$270K – – –
F
31
F3Logic
Minnesota
$266K +$696 +18 +0.3%
FHA
32
Flagship Harbor Advisors
Massachusetts
$253K +$309 +8 +0.1%
Creative Planning
33
Creative Planning
Kansas
$221K +$213K +5,508 New
AAS
34
Avantax Advisory Services
Texas
$217K +$210K +5,420 New
SCA
35
Sage Capital Advisors
South Dakota
$201K +$193K +5,000 New
SFS
36
Sowell Financial Services
Arkansas
$144K +$8.78K +227 +7%
GWM
37
Geneos Wealth Management
Colorado
$112K – – –
HWA
38
HHM Wealth Advisors
Tennessee
$96K +$20.1K +519 +28%
CFGS
39
Concourse Financial Group Securities
Alabama
$46K – – –
APA
40
American Portfolios Advisors
New York
$28.1K +$155 +4 +0.6%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$27K +$6.85K +177 +35%
Wells Fargo
42
Wells Fargo
California
$20K – – –
CAC
43
Certified Advisory Corp
Florida
$18K +$17.5K +452 New
AIC
44
Ameritas Investment Company
Nebraska
$16.7K +$16.1K +416 New
COCM
45
Charter Oak Capital Management
New Hampshire
$16K +$14.9K +386 New
MIFH
46
Migdal Insurance & Financial Holdings
Israel
$7K – – –
MCC
47
Money Concepts Capital
Florida
$5K – – –
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.02K +$3.87K +100 New
IA
49
IFP Advisors
Florida
$3K – – –
TWA
50
TCI Wealth Advisors
Arizona
$2K +$812 +21 +70%
1
2
3

FDRR Hedge Fund Activity: Q1 2021 in Review

50 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2021, worth a combined $86M — up 23% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FDRR positions and 7 closed out — a net gain of 3 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was Mascoma Wealth Management, opening a new position worth an estimated $5.43M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.03M sold.

  • 50 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2021, up from 47 in Q4 2020.
  • Funds reported $86M of Fidelity Dividend ETF for Rising Rates stock for Q1 2021, up 23% quarter-over-quarter.
  • 10 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2021 and 7 closed out, a net change of +3 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2021 was Mascoma Wealth Management, an estimated $5.43M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2021 was Citadel Advisors, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2021.