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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
CFB
76
Cullen/Frost Bankers
Texas
$209K +$1.08K +18 +0.5%
WS
77
Wedbush Securities
California
$201K -$34.5K -575 -15%
WP
78
WealthShield Partners
North Carolina
$196K – – –
LFG
79
Larson Financial Group
Missouri
$169K +$74.1K +1,236 +81%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$124K -$271K -4,525 -69%
KFP
81
Kerr Financial Planning
California
$114K +$540 +9 +0.5%
DWM
82
Darwin Wealth Management
Florida
$107K +$540 +9 +0.5%
IA
83
IFP Advisors
Florida
$100K +$4.32K +72 +5%
AF
84
Allworth Financial
California
$95K -$1.32K -22 -1%
AF
85
Advisornet Financial
Minnesota
$90K +$120 +2 +0.1%
CI
86
CX Institutional
Indiana
$86K +$1.38K +23 +2%
MS
87
Monetary Solutions
Ohio
$72.7K +$71.4K +1,191 New
Wells Fargo
88
Wells Fargo
California
$67.2K +$60K +1,000 +990%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$63.8K – – –
SWM
90
SHP Wealth Management
Massachusetts
$61K +$60K +1,000 New
Comerica Bank
91
Comerica Bank
Texas
$55K – – –
CPG
92
Cornerstone Planning Group
New Jersey
$50.9K – – –
FHA
93
Flagship Harbor Advisors
Massachusetts
$49.1K +$48.2K +804 New
GWM
94
Geneos Wealth Management
Colorado
$48.8K – – –
HI
95
Harbour Investments
Wisconsin
$32.3K +$120 +2 +0.4%
AWM
96
AE Wealth Management
Kansas
$28.6K -$1.2K -20 -4%
CTA
97
Colonial Trust Advisors
South Carolina
$27.5K -$3.9K -65 -13%
BFP
98
Birchwood Financial Partners
Minnesota
$26.2K +$25.7K +429 New
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$25.4K +$24.9K +416 New
GI
100
GAMMA Investing
California
$24.6K – – –
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.