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Fidelity Dividend ETF for Rising Rates

49 hedge funds and large institutions have $67.3M invested in Fidelity Dividend ETF for Rising Rates in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $62.5M → $67.3M (+$4.76M)

1.58% more ownership

Funds ownership: 22.33%23.9% (+1.6%)

0% more funds holding

Funds holding: 4949 (0)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
-$45K -1,452 Closed
SF
52
Synovus Financial
Georgia
-$15K -483 Closed
BL
53
Balentine LLC
Georgia
-$5K -174 Closed

FDRR Hedge Fund Activity: Q3 2020 in Review

49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2020, worth a combined $67.3M — up 7.6% from $62.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FDRR positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.84M. The largest seller was Bank of America, cutting an estimated $1.35M.

  • 49 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $67.3M of Fidelity Dividend ETF for Rising Rates stock for Q3 2020, up 7.6% quarter-over-quarter.
  • 5 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2020 and 4 closed out, a net change of +1 holder.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2020 was Raymond James Financial Services Advisors, an estimated $1.84M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2020 was Bank of America, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2020.