Fidelity Dividend ETF for Rising Rates
FDRR
109 hedge funds and large institutions have $218M invested in Fidelity Dividend ETF for Rising Rates in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 10 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 33
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.02% less ownership
Funds ownership: 33.98% → 33.96% (-0.02%)
3% less capital invested
Capital invested by funds: $224M → $218M (-$6.3M)
3% less funds holding
Funds holding: 112 → 109 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $600K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.75M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.65M |
| 3 |
JP Morgan Chase
New York
|
+$1.39M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$998K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$992K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.27M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.25M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.52M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.14M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$717K |
FDRR Hedge Fund Activity: Q1 2026 in Review
109 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2026, worth a combined $218M — down 2.8% from $224M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDRR positions and 10 closed out — a net gain of 1 holder — while 44 added to existing stakes and 33 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.75M. The largest seller was Osaic Holdings, cutting an estimated $2.27M.
- 109 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2026, down from 112 in Q4 2025.
- Funds reported $218M of Fidelity Dividend ETF for Rising Rates stock for Q1 2026, down 2.8% quarter-over-quarter.
- 11 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2026 and 10 closed out, a net change of +1 holder.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2026 was Envestnet Asset Management, an estimated $1.75M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2026 was Osaic Holdings, an estimated $2.27M sold.
Based on aggregated 13F filings for Q1 2026.