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Fidelity Dividend ETF for Rising Rates

91 hedge funds and large institutions have $178M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 33.65%33.25% (-0.41%)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

4% less capital invested

Capital invested by funds: $185M → $178M (-$7.32M)

5% less funds holding

Funds holding: 9691 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
28
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
76
CX Institutional
Indiana
$29K +$30.3K +583 New
HI
77
Harbour Investments
Wisconsin
$26K +$156 +3 +0.6%
CTA
78
Colonial Trust Advisors
South Carolina
$25.8K
QCG
79
Quadrant Capital Group
Ohio
$25K
GI
80
GAMMA Investing
California
$20.1K
CIA
81
Cape Investment Advisory
Georgia
$18.9K
Comerica Bank
82
Comerica Bank
Texas
$15K
CA
83
Continuum Advisory
Idaho
$13.6K
AssetMark Inc
84
AssetMark Inc
California
$13.4K +$13.9K +267 New
MIFH
85
Migdal Insurance & Financial Holdings
Israel
$9K
SWC
86
Spectrum Wealth Counsel
Indiana
$6.34K
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$4.2K
GEA
88
Glen Eagle Advisors
New Jersey
$4K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$3.75K
HWM
90
HighMark Wealth Management
Minnesota
$1.36K
RF
91
Roxbury Financial
New Jersey
$724 +$52 +1 +8%
HHGA
92
Halbert Hargrove Global Advisors
California
$4
Wells Fargo
93
Wells Fargo
California
$3 -$60.6K -1,167 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
-$1.27M -24,790 Closed
SC
95
Sykon Capital
New York
-$695K -13,528 Closed
NLWP
96
Next Level Wealth Planning
Idaho
-$228K -4,445 Closed
EW
97
Element Wealth
Mississippi
-$134K -2,600 Closed
CFGS
98
Concourse Financial Group Securities
Alabama
-$48.3K -915 Closed
T
99
Transce3nd
Texas
-$20.1K -392 Closed
AWM
100
Avior Wealth Management
Nebraska
-$5.95K -115 Closed

FDRR Hedge Fund Activity: Q1 2025 in Review

91 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2025, worth a combined $178M — down 4% from $185M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FDRR and 4 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 28 added.

The largest buyer was GTS Securities, opening a new position worth an estimated $3.01M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.27M sold.

  • 91 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $178M of Fidelity Dividend ETF for Rising Rates stock for Q1 2025, down 4% quarter-over-quarter.
  • 4 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2025 and 9 closed out, a net change of -5 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2025 was GTS Securities, an estimated $3.01M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2025 was Susquehanna International Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2025.