Fidelity Dividend ETF for Rising Rates
FDRR
49 hedge funds and large institutions have $62.5M invested in Fidelity Dividend ETF for Rising Rates in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 10 closing their positions.
1% less capital invested
Capital invested by funds: $63.2M → $62.5M (-$674K)
2.36% less ownership
Funds ownership: 24.69% → 22.33% (-2.4%)
8% less funds holding
Funds holding: 53 → 49 (-4)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
69% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 29
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$2.93M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.49M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.12M |
| 5 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$686K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
51
United Capital Financial Advisors
Irving,
Texas
| – | -$400K | -15,181 | Closed |
|
|
LC
52
Lavaca Capital
Houston,
Texas
| – | -$245K | -9,300 | Closed |
|
53
Truist Financial
Charlotte,
North Carolina
| – | -$235K | -8,904 | Closed |
|
|
BPA
54
Beacon Pointe Advisors
Newport Beach,
California
| – | -$208K | -7,870 | Closed |
|
|
DWM
55
Darwin Wealth Management
Tampa,
Florida
| – | -$171K | -6,529 | Closed |
|
|
AIC
56
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$50K | -1,949 | Closed |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| – | -$26K | -969 | Closed |
|
|
FANJ
58
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$13K | -500 | Closed |
|
FDRR Hedge Fund Activity: Q2 2020 in Review
49 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2020, worth a combined $62.5M — down 1.1% from $63.2M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of FDRR and 6 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 9 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.8M. The largest seller was Jane Street, cutting an estimated $2.93M.
- 49 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2020, down from 53 in Q1 2020.
- Funds reported $62.5M of Fidelity Dividend ETF for Rising Rates stock for Q2 2020, down 1.1% quarter-over-quarter.
- 6 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2020 and 10 closed out, a net change of -4 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2020 was Royal Bank of Canada, an estimated $1.8M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2020 was Jane Street, an estimated $2.93M sold.
Based on aggregated 13F filings for Q2 2020.