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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
BW
76
BXM Wealth
Colorado
$208K +$205K +3,200 New
Northern Trust
77
Northern Trust
Illinois
$205K +$202K +3,160 New
HI
78
Harbour Investments
Wisconsin
$140K +$448 +7 +0.3%
LFG
79
Larson Financial Group
Missouri
$129K -$52.7K -823 -29%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$123K -$31.3K -489 -20%
KFP
81
Kerr Financial Planning
California
$121K +$768 +12 +0.6%
DWM
82
Darwin Wealth Management
Florida
$115K +$704 +11 +0.6%
IA
83
IFP Advisors
Florida
$108K +$1.15K +18 +1%
AF
84
Allworth Financial
California
$108K +$64 +1 +0.1%
AF
85
Advisornet Financial
Minnesota
$96.1K +$192 +3 +0.2%
CI
86
CX Institutional
Indiana
$92K +$256 +4 +0.3%
MS
87
Monetary Solutions
Ohio
$77.3K
Wells Fargo
88
Wells Fargo
California
$73.1K -$51.9K -811 -42%
SWM
89
SHP Wealth Management
Massachusetts
$65.2K +$320 +5 +0.5%
CPG
90
Cornerstone Planning Group
New Jersey
$59.2K
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$58.5K
IA
92
IFG Advisory
Georgia
$54.7K +$54K +843 New
GWM
93
Geneos Wealth Management
Colorado
$51.9K
AWM
94
AE Wealth Management
Kansas
$36.9K +$6.4K +100 +21%
CWP
95
Concord Wealth Partners
Virginia
$32.9K +$32.5K +507 New
CTA
96
Colonial Trust Advisors
South Carolina
$29.2K -$64 -1 -0.2%
BFP
97
Birchwood Financial Partners
Minnesota
$28.2K +$128 +2 +0.5%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$27K
GI
99
GAMMA Investing
California
$26.1K
CIA
100
Cape Investment Advisory
Georgia
$24.6K +$24.3K +379 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.