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Fidelity Dividend ETF for Rising Rates
FDRR

112 hedge funds and large institutions have $224M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more capital invested

Capital invested by funds: $137M → $224M (+$86.6M)

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

19% more funds holding

Funds holding: 94 → 112 (+18)

11.89% more ownership

Funds ownership: 22.1% → 33.98% (+12%)

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
22
Increased
38
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$44.5M
2
LPL Financial
LPL Financial
California
+$4.82M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.57M
4
FTUS
Flow Traders U.S.
New York
+$1.43M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$997K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.35M
2
PAG
Private Advisor Group
New Jersey
-$765K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$271K
4
FWA
Flagship Wealth Advisors
Massachusetts
-$251K
5
UBS Group
UBS Group
Switzerland
-$173K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.27M +$171K +2,857 +16%
SFPG
27
Stonebridge Financial Planning Group
Florida
$1.12M -$4.74K -79 -0.4%
FWA
28
Flagship Wealth Advisors
Massachusetts
$993K -$251K -4,178 -20%
AAP
29
Arax Advisory Partners
Colorado
$980K +$963K +16,061 New
Citadel Advisors
30
Citadel Advisors
Florida
$968K +$951K +15,865 New
JIP
31
Jaffetilchin Investment Partners
Florida
$903K +$331K +5,525 +60%
GIA
32
Gladstone Institutional Advisory
Florida
$891K – – –
P
33
&Partners
Tennessee
$844K +$768K +12,813 New
IAN
34
Integrated Advisors Network
Texas
$802K – – –
HA
35
Herold Advisors
New York
$752K – – –
BLC
36
Brown, Lisle/Cummings
Rhode Island
$670K – – –
Creative Planning
37
Creative Planning
Kansas
$660K +$373K +6,226 +135%
PS
38
Principal Securities
Iowa
$614K -$6K -100 -1%
PAS
39
PKS Advisory Services
New York
$600K +$7.62K +127 +1%
IWC
40
Integrated Wealth Concepts
Massachusetts
$560K -$13.1K -219 -2%
BBL
41
Beck Bode LLC
Massachusetts
$550K -$24.2K -404 -4%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$540K +$1.14K +19 +0.2%
CFCS
43
CDM Financial Counseling Services
Connecticut
$494K +$486K +8,100 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$484K -$45.5K -758 -9%
AWA
45
Arkadios Wealth Advisors
Georgia
$470K +$2.1K +35 +0.5%
MA
46
Mutual Advisors
Nebraska
$465K +$2.34K +39 +0.5%
JWCA
47
J.W. Cole Advisors
Florida
$433K -$35.3K -589 -6%
LWM
48
LJI Wealth Management
Indiana
$407K -$11.8K -197 -3%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$395K +$100K +1,671 +35%
SPC
50
Sigma Planning Corp
Michigan
$392K -$4.14K -69 -1%
1
2
3 4 5

FDRR Hedge Fund Activity: Q4 2025 in Review

112 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2025, worth a combined $224M — up 63% from $137M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FDRR positions and 4 closed out — a net gain of 18 holders — while 38 added to existing stakes and 30 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $44.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.35M.

  • 112 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2025, up from 94 in Q3 2025.
  • Funds reported $224M of Fidelity Dividend ETF for Rising Rates stock for Q4 2025, up 63% quarter-over-quarter.
  • 22 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2025 and 4 closed out, a net change of +18 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2025 was Ameritas Advisory Services, an estimated $44.5M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2025 was Commonwealth Equity Services, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2025.