Fidelity Dividend ETF for Rising Rates
FDRR
86 hedge funds and large institutions have $178M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
15% more capital invested
Capital invested by funds: $155M → $178M (+$23.2M)
2.62% more ownership
Funds ownership: 31.17% → 33.79% (+2.6%)
1% more funds holding
Funds holding: 85 → 86 (+1)
42% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 38
Top Buyers
| 1 |
Jane Street
New York
|
+$10.5M |
| 2 |
Morgan Stanley
New York
|
+$4.15M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.85M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.68M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$799K |
Top Sellers
FDRR Hedge Fund Activity: Q4 2023 in Review
86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2023, worth a combined $178M — up 15% from $155M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDRR positions and 5 closed out — a net gain of 2 holders — while 22 added to existing stakes and 38 trimmed.
The largest buyer was Jane Street, adding an estimated $10.5M. The largest seller was Ameritas Advisory Services, cutting an estimated $5.25M.
- 86 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $178M of Fidelity Dividend ETF for Rising Rates stock for Q4 2023, up 15% quarter-over-quarter.
- 7 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2023 and 5 closed out, a net change of +2 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2023 was Jane Street, an estimated $10.5M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2023 was Ameritas Advisory Services, an estimated $5.25M sold.
Based on aggregated 13F filings for Q4 2023.