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Fidelity Dividend ETF for Rising Rates

113 hedge funds and large institutions have $251M invested in Fidelity Dividend ETF for Rising Rates in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more capital invested

Capital invested by funds: $218M → $251M (+$33.7M)

4% more funds holding

Funds holding: 109113 (+4)

1.56% more ownership

Funds ownership: 33.96%35.53% (+1.6%)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
51
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$486K +$168K +2,628 +54%
JWCA
52
J.W. Cole Advisors
Florida
$483K +$476K +7,439 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$432K -$12.2K -191 -3%
AWM
54
Axxcess Wealth Management
California
$411K
SPC
55
Sigma Planning Corp
Michigan
$395K -$20.7K -323 -5%
LWM
56
LJI Wealth Management
Indiana
$368K -$64.7K -1,010 -15%
NGA
57
Naples Global Advisors
Florida
$361K
IFG
58
Independent Financial Group
California
$347K +$1.09K +17 +0.3%
PAS
59
PKS Advisory Services
New York
$328K -$286K -4,464 -47%
CA
60
CoreCap Advisors
Michigan
$317K -$6.28K -98 -2%
TPWA
61
Twin Peaks Wealth Advisors
California
$299K +$273K +4,271 +1,283%
MWM
62
Mascoma Wealth Management
New Hampshire
$290K +$896 +14 +0.3%
CAG
63
Csenge Advisory Group
Florida
$288K +$1.73K +27 +0.6%
HAS
64
HBW Advisory Services
California
$282K +$256 +4 +0.1%
GJIA
65
Glass Jacobson Investment Advisors
Maryland
$263K -$12.2K -191 -5%
PFA
66
Perryman Financial Advisory
Texas
$257K +$1.47K +23 +0.6%
MWS
67
MFA Wealth Services
California
$245K +$128 +2 +0.1%
SWP
68
ShoreHaven Wealth Partners
New Jersey
$243K -$2.94K -46 -1%
DJSG
69
D.J. St. Germain
Massachusetts
$241K
WWM
70
Western Wealth Management
Colorado
$240K +$320 +5 +0.1%
NL
71
NWAM LLC
Washington
$222K -$30.5K -476 -12%
WS
72
Wedbush Securities
California
$214K +$211K +3,302 New
CFB
73
Cullen/Frost Bankers
Texas
$212K +$1.28K +20 +0.6%
Truist Financial
74
Truist Financial
North Carolina
$211K +$208K +3,245 New
RFN
75
RDA Financial Network
Iowa
$209K +$206K +3,222 New

FDRR Hedge Fund Activity: Q2 2026 in Review

113 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2026, worth a combined $251M — up 16% from $218M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FDRR positions and 8 closed out — a net gain of 8 holders — while 51 added to existing stakes and 27 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $24M. The largest seller was Private Advisor Group, exiting entirely with an estimated $9.95M sold.

  • 113 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2026, up from 109 in Q1 2026.
  • Funds reported $251M of Fidelity Dividend ETF for Rising Rates stock for Q2 2026, up 16% quarter-over-quarter.
  • 16 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2026 and 8 closed out, a net change of +8 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2026 was Ameritas Advisory Services, an estimated $24M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2026 was Private Advisor Group, an estimated $9.95M sold.

Based on aggregated 13F filings for Q2 2026.