Fidelity Dividend ETF for Rising Rates
FDRR
50 hedge funds and large institutions have $86M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 9
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
23% more capital invested
Capital invested by funds: $69.7M → $86M (+$16.3M)
6% more funds holding
Funds holding: 47 → 50 (+3)
0.27% less ownership
Funds ownership: 22.4% → 22.14% (-0.27%)
Top Buyers
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.03M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$901K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$858K |
| 5 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$709K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$2.03M | -55,117 | Closed |
|
52
Truist Financial
Charlotte,
North Carolina
| – | -$207K | -5,643 | Closed |
|
|
CAL
53
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$58K | -1,589 | Closed |
|
|
GA
54
GoalVest Advisory
New York
| – | -$58K | -1,572 | Closed |
|
|
ASN
55
Advisory Services Network
Atlanta,
Georgia
| – | -$56K | -1,517 | Closed |
|
|
IA
56
Inspire Advisors
Meridian,
Idaho
| – | -$19K | -509 | Closed |
|
|
HI
57
Hudock Inc
Williamsport,
Pennsylvania
| – | -$3K | -106 | Closed |
|
FDRR Hedge Fund Activity: Q1 2021 in Review
50 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2021, worth a combined $86M — up 23% from $69.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FDRR positions and 7 closed out — a net gain of 3 holders — while 24 added to existing stakes and 9 trimmed.
The largest buyer was Mascoma Wealth Management, opening a new position worth an estimated $5.43M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.03M sold.
- 50 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2021, up from 47 in Q4 2020.
- Funds reported $86M of Fidelity Dividend ETF for Rising Rates stock for Q1 2021, up 23% quarter-over-quarter.
- 10 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2021 and 7 closed out, a net change of +3 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2021 was Mascoma Wealth Management, an estimated $5.43M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2021 was Citadel Advisors, an estimated $2.03M sold.
Based on aggregated 13F filings for Q1 2021.