Fidelity Dividend ETF for Rising Rates
FDRR
57 hedge funds and large institutions have $107M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
238% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
24% more capital invested
Capital invested by funds: $86M → $107M (+$20.7M)
14% more funds holding
Funds holding: 50 → 57 (+7)
0.26% more ownership
Funds ownership: 22.14% → 22.4% (+0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LB
Leo Brokerage
Hurst,
Texas
|
+$5.31M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.83M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.61M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.17M |
| 5 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$451K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$221K |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$151K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$144K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $21K | +$42 | +1 | +0.2% |
|
|
COCM
52
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $16K | – | – | – |
|
|
EIP
53
Ellis Investment Partners
Berwyn,
Pennsylvania
| $16K | +$16.8K | +402 | New |
|
|
MIFH
54
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $8K | – | – | – |
|
|
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $4.22K | – | – | – |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| $3K | – | – | – |
|
|
TWA
57
TCI Wealth Advisors
Tucson,
Arizona
| $2K | – | – | – |
|
|
58
Creative Planning
Overland Park,
Kansas
| – | -$221K | -5,508 | Closed |
|
|
SFS
59
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$144K | -3,401 | Closed |
|
|
CAC
60
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$18K | -452 | Closed |
|
FDRR Hedge Fund Activity: Q2 2021 in Review
57 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2021, worth a combined $107M — up 24% from $86M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDRR positions and 3 closed out — a net gain of 8 holders — while 27 added to existing stakes and 8 trimmed.
The largest buyer was Leo Brokerage, opening a new position worth an estimated $5.31M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.6M.
- 57 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2021, up from 50 in Q1 2021.
- Funds reported $107M of Fidelity Dividend ETF for Rising Rates stock for Q2 2021, up 24% quarter-over-quarter.
- 11 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2021 and 3 closed out, a net change of +8 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2021 was Leo Brokerage, an estimated $5.31M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $1.6M sold.
Based on aggregated 13F filings for Q2 2021.