Fidelity Dividend ETF for Rising Rates
FDRR
FDRR
95 hedge funds and large institutions have $185M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
23% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 30
Holders
95
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$7.99M | |
| 2 | +$695K | |
| 3 | +$424K | |
| 4 |
LPL Financial
San Diego,
California
|
+$419K |
| 5 |
SFG
Snider Financial Group
Bellevue,
Washington
|
+$356K |
Top Sellers
| 1 | -$2.32M | |
| 2 | -$1.71M | |
| 3 | -$1.41M | |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.17M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$885K |