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Fidelity Dividend ETF for Rising Rates

113 hedge funds and large institutions have $251M invested in Fidelity Dividend ETF for Rising Rates in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more capital invested

Capital invested by funds: $218M → $251M (+$33.7M)

4% more funds holding

Funds holding: 109113 (+4)

1.56% more ownership

Funds ownership: 33.96%35.53% (+1.6%)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
51
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.47M +$1.11M +17,309 +322%
Jane Street
27
Jane Street
New York
$1.37M +$273K +4,269 +25%
MFN
28
Midwest Financial Network
Illinois
$1.32M +$492K +7,686 +61%
AAP
29
Arax Advisory Partners
Colorado
$1.28M +$986K +15,393 +355%
SFPG
30
Stonebridge Financial Planning Group
Florida
$1.14M -$10.3K -161 -0.9%
FWA
31
Flagship Wealth Advisors
Massachusetts
$1.06M -$429K -6,699 -29%
GIA
32
Gladstone Institutional Advisory
Florida
$960K +$12.9K +201 +1%
RFP
33
RCS Financial Planning
Maryland
$885K -$9.28K -145 -1%
IAN
34
Integrated Advisors Network
Texas
$853K
MA
35
MONECO Advisors
Connecticut
$843K +$832K +13,000 New
Creative Planning
36
Creative Planning
Kansas
$797K +$64.3K +1,005 +9%
HA
37
Herold Advisors
New York
$718K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$658K +$649K +10,140 New
PS
39
Principal Securities
Iowa
$652K +$5.63K +88 +0.9%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$642K +$15.4K +240 +3%
IWC
41
Integrated Wealth Concepts
Massachusetts
$619K +$14.5K +227 +2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$611K +$128K +2,000 +27%
PAS
43
Park Avenue Securities
New York
$593K +$26.4K +413 +5%
LC
44
Landaas & Company
Wisconsin
$529K +$288K +4,491 +123%
FTS
45
Fifth Third Securities
Ohio
$522K +$211K +3,296 +69%
CFCS
46
CDM Financial Counseling Services
Connecticut
$509K
BBL
47
Beck Bode LLC
Massachusetts
$505K +$4.16K +65 +0.8%
AWA
48
Arkadios Wealth Advisors
Georgia
$505K +$2.63K +41 +0.5%
MA
49
Mutual Advisors
Nebraska
$500K -$4.87K -76 -1%
FFA
50
Farther Finance Advisors
California
$491K +$125K +1,959 +35%

FDRR Hedge Fund Activity: Q2 2026 in Review

113 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2026, worth a combined $251M — up 16% from $218M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FDRR positions and 8 closed out — a net gain of 8 holders — while 51 added to existing stakes and 27 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $24M. The largest seller was Private Advisor Group, exiting entirely with an estimated $9.95M sold.

  • 113 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2026, up from 109 in Q1 2026.
  • Funds reported $251M of Fidelity Dividend ETF for Rising Rates stock for Q2 2026, up 16% quarter-over-quarter.
  • 16 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2026 and 8 closed out, a net change of +8 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2026 was Ameritas Advisory Services, an estimated $24M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2026 was Private Advisor Group, an estimated $9.95M sold.

Based on aggregated 13F filings for Q2 2026.