Fidelity Dividend ETF for Rising Rates
FDRR
87 hedge funds and large institutions have $170M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
81% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 21
9% more funds holding
Funds holding: 80 → 87 (+7)
2.38% more ownership
Funds ownership: 26.79% → 29.17% (+2.4%)
3% more capital invested
Capital invested by funds: $165M → $170M (+$4.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
+$8.02M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.81M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$5.81M |
| 4 |
Jane Street
New York
|
+$4.33M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.16M |
| 2 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$3.47M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.24M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$720K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$328K |
FDRR Hedge Fund Activity: Q2 2022 in Review
87 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2022, worth a combined $170M — up 2.9% from $165M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FDRR positions and 6 closed out — a net gain of 7 holders — while 38 added to existing stakes and 21 trimmed.
The largest buyer was Beck Bode LLC, opening a new position worth an estimated $8.02M. The largest seller was Private Advisor Group, cutting an estimated $5.16M.
- 87 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2022, up from 80 in Q1 2022.
- Funds reported $170M of Fidelity Dividend ETF for Rising Rates stock for Q2 2022, up 2.9% quarter-over-quarter.
- 13 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2022 and 6 closed out, a net change of +7 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2022 was Beck Bode LLC, an estimated $8.02M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2022 was Private Advisor Group, an estimated $5.16M sold.
Based on aggregated 13F filings for Q2 2022.