Fidelity Dividend ETF for Rising Rates
FDRR
53 hedge funds and large institutions have $63.2M invested in Fidelity Dividend ETF for Rising Rates in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
4% less funds holding
Funds holding: 55 → 53 (-2)
4.12% less ownership
Funds ownership: 28.81% → 24.69% (-4.1%)
41% less capital invested
Capital invested by funds: $108M → $63.2M (-$44.5M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$6.99M |
| 2 |
Jane Street
New York
|
+$5.74M |
| 3 |
LDFR
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
+$1.73M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.45M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$24.5M |
| 2 |
GP
Geneva Partners
Lake Geneva,
Wisconsin
|
-$4.09M |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$3.27M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.45M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $2K | -$12.1K | -369 | -85% |
|
|
BWM
52
BerganKDV Wealth Management
Bloomington,
Minnesota
| $1K | – | – | – |
|
|
JWCA
53
J.W. Cole Advisors
Tampa,
Florida
| – | -$398K | -11,300 | Closed |
|
|
SPC
54
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$302K | -8,579 | Closed |
|
|
MAFM
55
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| – | -$256K | -7,258 | Closed |
|
|
AI
56
Atria Investments
Charlotte,
North Carolina
| – | -$229K | -6,489 | Closed |
|
|
BCI
57
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$45K | -1,286 | Closed |
|
|
SPIA
58
Steward Partners Investment Advisory
New York
| – | -$35K | -1,000 | Closed |
|
|
MPWT
59
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$16K | -465 | Closed |
|
60
BlackRock
New York
| – | +$33 | +1 | +6% |
|
FDRR Hedge Fund Activity: Q1 2020 in Review
53 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2020, worth a combined $63.2M — down 41% from $108M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDRR positions and 7 closed out — a net gain of 1 holder — while 19 added to existing stakes and 20 trimmed.
The largest buyer was B. Riley Wealth Advisors, adding an estimated $6.99M. The largest seller was United Capital Financial Advisors, cutting an estimated $24.5M.
- 53 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2020, down from 55 in Q4 2019.
- Funds reported $63.2M of Fidelity Dividend ETF for Rising Rates stock for Q1 2020, down 41% quarter-over-quarter.
- 8 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2020 and 7 closed out, a net change of +1 holder.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2020 was B. Riley Wealth Advisors, an estimated $6.99M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2020 was United Capital Financial Advisors, an estimated $24.5M sold.
Based on aggregated 13F filings for Q1 2020.