Fidelity Dividend ETF for Rising Rates
FDRR
94 hedge funds and large institutions have $137M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
3% more funds holding
Funds holding: 91 → 94 (+3)
6% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 33
9.68% less ownership
Funds ownership: 31.77% → 22.1% (-9.7%)
25% less capital invested
Capital invested by funds: $183M → $137M (-$45.4M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.92M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.84M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$1.76M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.02M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$982K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$40.8M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.75M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.16M |
| 4 |
JP Morgan Chase
New York
|
-$636K |
| 5 |
SC
Sykon Capital
Harrison,
New York
|
-$526K |
FDRR Hedge Fund Activity: Q3 2025 in Review
94 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2025, worth a combined $137M — down 25% from $183M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FDRR positions and 6 closed out — a net gain of 6 holders — while 31 added to existing stakes and 33 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.92M. The largest seller was Ameritas Advisory Services, cutting an estimated $40.8M.
- 94 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2025, up from 91 in Q2 2025.
- Funds reported $137M of Fidelity Dividend ETF for Rising Rates stock for Q3 2025, down 25% quarter-over-quarter.
- 12 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2025 and 6 closed out, a net change of +6 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2025 was LPL Financial, an estimated $1.92M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2025 was Ameritas Advisory Services, an estimated $40.8M sold.
Based on aggregated 13F filings for Q3 2025.