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Fidelity Dividend ETF for Rising Rates

51 hedge funds and large institutions have $108M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.63% less ownership

Funds ownership: 29.68%29.05% (-0.63%)

2% less capital invested

Capital invested by funds: $110M → $108M (-$2.12M)

2% less funds holding

Funds holding: 5251 (-1)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
18
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BerganKDV Wealth Management
Minnesota
$1K
CFS
52
CRA Financial Services
New Jersey
-$399K -12,630 Closed
Wells Fargo
53
Wells Fargo
California
-$32 -1 Closed

FDRR Hedge Fund Activity: Q2 2019 in Review

51 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2019, worth a combined $108M — down 1.9% from $110M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FDRR positions and 3 closed out — a net gain of 1 holder — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, adding an estimated $1.47M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.88M.

  • 51 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2019, down from 52 in Q1 2019.
  • Funds reported $108M of Fidelity Dividend ETF for Rising Rates stock for Q2 2019, down 1.9% quarter-over-quarter.
  • 4 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2019 and 3 closed out, a net change of +1 holder.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2019 was Jane Street, an estimated $1.47M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2019 was Commonwealth Equity Services, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2019.