Fidelity Dividend ETF for Rising Rates
FDRR
51 hedge funds and large institutions have $102M invested in Fidelity Dividend ETF for Rising Rates in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 12 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 9
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
2% more funds holding
Funds holding: 50 → 51 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.81% less ownership
Funds ownership: 29.42% → 28.61% (-0.81%)
8% less capital invested
Capital invested by funds: $111M → $102M (-$8.76M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$8.72M |
| 2 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$2.69M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.21M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.91M |
| 5 |
GP
Geneva Partners
Lake Geneva,
Wisconsin
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$19.5M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$2.24M |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$424K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$319K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$273K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAAS
51
First Allied Advisory Services
San Diego,
California
| – | -$2.24M | -69,313 | Closed |
|
|
SPC
52
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$319K | -9,847 | Closed |
|
|
GFPC
53
Global Financial Private Capital
Sarasota,
Florida
| – | -$265K | -8,178 | Closed |
|
|
FC
54
Financial Consulate
Hunt Valley,
Maryland
| – | -$250K | -7,731 | Closed |
|
|
AI
55
Atria Investments
Charlotte,
North Carolina
| – | -$222K | -6,852 | Closed |
|
|
RCAG
56
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$57.7K | -1,783 | Closed |
|
|
SWP
57
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$53K | -1,650 | Closed |
|
58
Wells Fargo
San Francisco,
California
| – | -$51K | -1,570 | Closed |
|
|
CFD
59
Creative Financial Designs
Kokomo,
Indiana
| – | -$23K | -700 | Closed |
|
|
CFG
60
Citizens Financial Group
Providence,
Rhode Island
| – | -$16K | -507 | Closed |
|
|
MWPCG
61
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| – | -$6K | -200 | Closed |
|
|
APA
62
American Portfolios Advisors
Holbrook,
New York
| – | -$5.73K | -177 | Closed |
|
FDRR Hedge Fund Activity: Q4 2018 in Review
51 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2018, worth a combined $102M — down 7.9% from $111M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FDRR positions and 12 closed out — a net gain of 3 holders — while 24 added to existing stakes and 9 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $8.72M. The largest seller was BB&T Securities, cutting an estimated $19.5M.
- 51 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2018, up from 50 in Q3 2018.
- Funds reported $102M of Fidelity Dividend ETF for Rising Rates stock for Q4 2018, down 7.9% quarter-over-quarter.
- 15 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2018 and 12 closed out, a net change of +3 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2018 was Citadel Advisors, an estimated $8.72M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2018 was BB&T Securities, an estimated $19.5M sold.
Based on aggregated 13F filings for Q4 2018.