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Fidelity Dividend ETF for Rising Rates
FDRR

91 hedge funds and large institutions have $183M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more capital invested

Capital invested by funds: $178M → $183M (+$4.94M)

0% more funds holding

Funds holding: 91 → 91 (0)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

1.47% less ownership

Funds ownership: 33.25% → 31.77% (-1.5%)

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
30
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.63M
2
LPL Financial
LPL Financial
California
+$2.48M
3
JP Morgan Chase
JP Morgan Chase
New York
+$974K
4
KAS
Kestra Advisory Services
Texas
+$821K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$657K

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$12.9M
2
GS
GTS Securities
New York
-$2.67M
3
AWS
Atria Wealth Solutions
New York
-$1.48M
4
EWA
EP Wealth Advisors
California
-$1.43M
5
Lido Advisors
Lido Advisors
California
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
26
Summit X LLC
Missouri
$879K -$165K -3,284 -17%
GIA
27
Gladstone Institutional Advisory
Florida
$795K – – –
IAN
28
Integrated Advisors Network
Texas
$721K – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$710K +$657K +13,093 New
BBL
30
Beck Bode LLC
Massachusetts
$613K -$258K -5,145 -31%
BLC
31
Brown, Lisle/Cummings
Rhode Island
$595K -$5.02K -100 -0.9%
PAS
32
PKS Advisory Services
New York
$583K -$301 -6 -0.1%
PS
33
Principal Securities
Iowa
$561K +$6.73K +134 +1%
SC
34
Sykon Capital
New York
$526K +$487K +9,704 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$509K +$703 +14 +0.1%
JIP
36
Jaffetilchin Investment Partners
Florida
$504K -$9.23K -184 -2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$499K +$1.25K +25 +0.3%
HFA
38
High Falls Advisors
New York
$475K +$440K +8,768 New
Jane Street
39
Jane Street
New York
$471K -$202K -4,029 -32%
AAS
40
Avantax Advisory Services
Texas
$460K -$64.1K -1,277 -13%
AWA
41
Arkadios Wealth Advisors
Georgia
$414K +$24.9K +497 +7%
SS
42
Sunbelt Securities
Texas
$410K – – –
JWCA
43
J.W. Cole Advisors
Florida
$404K +$111K +2,215 +42%
HA
44
Herold Advisors
New York
$400K -$248K -4,940 -40%
LWM
45
LJI Wealth Management
Indiana
$396K -$25.1K -500 -6%
CFD
46
Creative Financial Designs
Indiana
$393K +$9.54K +190 +3%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$393K -$85K -1,693 -19%
SPC
48
Sigma Planning Corp
Michigan
$381K -$1.15K -23 -0.3%
FTUS
49
Flow Traders U.S.
New York
$376K -$496K -9,892 -59%
SFG
50
Snider Financial Group
Washington
$376K – – –
1
2
3 4

FDRR Hedge Fund Activity: Q2 2025 in Review

91 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2025, worth a combined $183M — up 2.8% from $178M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDRR positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 32 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $2.63M. The largest seller was Ameritas Advisory Services, cutting an estimated $12.9M.

  • 91 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $183M of Fidelity Dividend ETF for Rising Rates stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 8 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2025 and 7 closed out, a net change of +1 holder.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2025 was Carson Wealth (CWM LLC), an estimated $2.63M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2025 was Ameritas Advisory Services, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2025.