Fidelity Dividend ETF for Rising Rates
FDRR
85 hedge funds and large institutions have $155M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 8 closing their positions.
12% more capital invested
Capital invested by funds: $138M → $155M (+$17.2M)
4.94% more ownership
Funds ownership: 26.23% → 31.17% (+4.9%)
0% more funds holding
Funds holding: 85 → 85 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
34% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 35
Top Buyers
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$27M |
| 2 |
Jane Street
New York
|
+$3.75M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.25M |
| 4 |
LPL Financial
San Diego,
California
|
+$661K |
| 5 |
GP
Geneva Partners
Lake Geneva,
Wisconsin
|
+$484K |
Top Sellers
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$3.63M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.05M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.22M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$831K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$723K |
FDRR Hedge Fund Activity: Q3 2023 in Review
85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2023, worth a combined $155M — up 12% from $138M a quarter earlier.
Fund positioning in FDRR was balanced in Q3 2023: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 35 trimmed.
The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $27M. The largest seller was EP Wealth Advisors, cutting an estimated $3.63M.
- 85 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $155M of Fidelity Dividend ETF for Rising Rates stock for Q3 2023, up 12% quarter-over-quarter.
- 8 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2023 and 8 closed out, a net change of 0 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2023 was Ameritas Advisory Services, an estimated $27M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2023 was EP Wealth Advisors, an estimated $3.63M sold.
Based on aggregated 13F filings for Q3 2023.