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Fidelity Dividend ETF for Rising Rates
FDRR

112 hedge funds and large institutions have $224M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more capital invested

Capital invested by funds: $137M → $224M (+$86.6M)

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

19% more funds holding

Funds holding: 94 → 112 (+18)

11.89% more ownership

Funds ownership: 22.1% → 33.98% (+12%)

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
22
Increased
38
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$44.5M
2
LPL Financial
LPL Financial
California
+$4.82M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.57M
4
FTUS
Flow Traders U.S.
New York
+$1.43M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$997K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.35M
2
PAG
Private Advisor Group
New Jersey
-$765K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$271K
4
FWA
Flagship Wealth Advisors
Massachusetts
-$251K
5
UBS Group
UBS Group
Switzerland
-$173K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
51
Jane Street
New York
$389K +$162K +2,701 +74%
AWM
52
Axxcess Wealth Management
California
$387K – – –
SFG
53
Snider Financial Group
Washington
$381K -$41.2K -687 -10%
HFA
54
High Falls Advisors
New York
$371K +$100K +1,669 +38%
FTS
55
Fifth Third Securities
Ohio
$353K – – –
NGA
56
Naples Global Advisors
Florida
$339K – – –
SS
57
Sunbelt Securities
Texas
$334K – – –
Goldman Sachs
58
Goldman Sachs
New York
$328K +$2.94K +49 +0.9%
IFG
59
Independent Financial Group
California
$325K +$31.7K +529 +11%
FFA
60
Farther Finance Advisors
California
$297K +$292K +4,864 New
PFA
61
Perryman Financial Advisory
Texas
$291K +$286K +4,764 New
CA
62
CoreCap Advisors
Michigan
$281K -$12K -200 -4%
HAS
63
HBW Advisory Services
California
$274K -$7.38K -123 -3%
MWM
64
Mascoma Wealth Management
New Hampshire
$271K -$14.3K -239 -5%
CAG
65
Csenge Advisory Group
Florida
$268K -$5.1K -85 -2%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$257K +$2.28K +38 +0.9%
D
67
Dentgroup
Louisiana
$254K +$250K +4,169 New
NL
68
NWAM LLC
Washington
$247K -$64.3K -1,072 -21%
Truist Financial
69
Truist Financial
North Carolina
$247K -$1.44K -24 -0.6%
SWP
70
ShoreHaven Wealth Partners
New Jersey
$239K +$235K +3,912 New
MWS
71
MFA Wealth Services
California
$230K +$120 +2 +0.1%
DJSG
72
D.J. St. Germain
Massachusetts
$227K – – –
LC
73
Landaas & Company
Wisconsin
$223K -$144K -2,400 -40%
EH
74
Equitable Holdings
New York
$222K +$218K +3,640 New
FLPIM
75
F.L. Putnam Investment Management
Massachusetts
$219K +$215K +3,591 New
1 2
3
4 5

FDRR Hedge Fund Activity: Q4 2025 in Review

112 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2025, worth a combined $224M — up 63% from $137M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FDRR positions and 4 closed out — a net gain of 18 holders — while 38 added to existing stakes and 30 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $44.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.35M.

  • 112 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2025, up from 94 in Q3 2025.
  • Funds reported $224M of Fidelity Dividend ETF for Rising Rates stock for Q4 2025, up 63% quarter-over-quarter.
  • 22 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2025 and 4 closed out, a net change of +18 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2025 was Ameritas Advisory Services, an estimated $44.5M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2025 was Commonwealth Equity Services, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2025.