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Fidelity Dividend ETF for Rising Rates

91 hedge funds and large institutions have $178M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 33.65%33.25% (-0.41%)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

4% less capital invested

Capital invested by funds: $185M → $178M (-$7.32M)

5% less funds holding

Funds holding: 9691 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
28
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$840K -$295K -5,688 -25%
BBL
27
Beck Bode LLC
Massachusetts
$822K -$257K -4,958 -23%
GIA
28
Gladstone Institutional Advisory
Florida
$732K -$95.7K -1,842 -11%
IAN
29
Integrated Advisors Network
Texas
$664K
Jane Street
30
Jane Street
New York
$635K +$328K +6,319 +99%
HA
31
Herold Advisors
New York
$615K
BLC
32
Brown, Lisle/Cummings
Rhode Island
$553K +$35.1K +675 +6%
PAS
33
PKS Advisory Services
New York
$537K -$2.6K -50 -0.5%
PS
34
Principal Securities
Iowa
$525K
AAS
35
Avantax Advisory Services
Texas
$488K +$30.9K +596 +7%
JIP
36
Jaffetilchin Investment Partners
Florida
$473K -$56.2K -1,082 -10%
Stifel Financial
37
Stifel Financial
Missouri
$468K -$161K -3,101 -25%
IWC
38
Integrated Wealth Concepts
Massachusetts
$468K +$312 +6 +0.1%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$449K +$38.8K +747 +9%
Citadel Advisors
40
Citadel Advisors
Florida
$449K +$467K +8,988 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$447K +$17.7K +340 +4%
SS
42
Sunbelt Securities
Texas
$399K
LWM
43
LJI Wealth Management
Indiana
$390K
MWM
44
Mascoma Wealth Management
New Hampshire
$357K -$28.2K -543 -7%
AWA
45
Arkadios Wealth Advisors
Georgia
$356K +$1.92K +37 +0.5%
CFD
46
Creative Financial Designs
Indiana
$353K +$52.3K +1,007 +17%
SPC
47
Sigma Planning Corp
Michigan
$352K -$68.4K -1,317 -16%
SFG
48
Snider Financial Group
Washington
$346K
CFB
49
Cullen/Frost Bankers
Texas
$332K -$2.44K -47 -0.7%
AWM
50
Axxcess Wealth Management
California
$319K

FDRR Hedge Fund Activity: Q1 2025 in Review

91 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2025, worth a combined $178M — down 4% from $185M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FDRR and 4 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 28 added.

The largest buyer was GTS Securities, opening a new position worth an estimated $3.01M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.27M sold.

  • 91 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $178M of Fidelity Dividend ETF for Rising Rates stock for Q1 2025, down 4% quarter-over-quarter.
  • 4 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2025 and 9 closed out, a net change of -5 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2025 was GTS Securities, an estimated $3.01M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2025 was Susquehanna International Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2025.