Fidelity Dividend ETF for Rising Rates
FDRR
56 hedge funds and large institutions have $104M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
10% more funds holding
Funds holding: 51 → 56 (+5)
1.19% more ownership
Funds ownership: 29.05% → 30.24% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $108M → $104M (-$3.66M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$634K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$502K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$499K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$342K |
| 5 |
LDFR
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$1.64M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.25M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$1M |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$919K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$872K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAC
51
Certified Advisory Corp
Altamonte Springs,
Florida
| $14K | +$13.8K | +433 | New |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $14K | +$13.9K | +434 | New |
|
|
EIP
53
Ellis Investment Partners
Berwyn,
Pennsylvania
| $6K | +$6.39K | +200 | New |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | +$6.39K | +200 | New |
|
|
BWM
55
BerganKDV Wealth Management
Bloomington,
Minnesota
| $1K | +$32 | +1 | +3% |
|
56
BlackRock
New York
| $1K | +$511 | +16 | New |
|
|
FPGK
57
Financial Partners Group (Kansas)
Overland Park,
Kansas
| – | -$1.64M | -51,373 | Closed |
|
|
58
MML Investors Services
Springfield,
Massachusetts
| – | -$872K | -27,335 | Closed |
|
|
CA
59
Cetera Advisors
Denver,
Colorado
| – | -$342K | -10,683 | Closed |
|
|
RCAG
60
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$56.9K | -1,783 | Closed |
|
|
AIL
61
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$24K | -767 | Closed |
|
62
JP Morgan Chase
New York
| – | -$16K | -520 | Closed |
|
|
LWANC
63
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$5K | -144 | Closed |
|
FDRR Hedge Fund Activity: Q3 2019 in Review
56 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2019, worth a combined $104M — down 3.4% from $108M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FDRR positions and 7 closed out — a net gain of 5 holders — while 20 added to existing stakes and 16 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $634K. The largest seller was Financial Partners Group (Kansas), exiting entirely with an estimated $1.64M sold.
- 56 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2019, up from 51 in Q2 2019.
- Funds reported $104M of Fidelity Dividend ETF for Rising Rates stock for Q3 2019, down 3.4% quarter-over-quarter.
- 12 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2019 and 7 closed out, a net change of +5 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2019 was Royal Bank of Canada, an estimated $634K added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2019 was Financial Partners Group (Kansas), an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2019.