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Fidelity Dividend ETF for Rising Rates
FDRR

17 hedge funds and large institutions have $20.5M invested in Fidelity Dividend ETF for Rising Rates in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

70% more funds holding

Funds holding: 10 → 17 (+7)

58% more capital invested

Capital invested by funds: $13M → $20.5M (+$7.51M)

4.51% less ownership

Funds ownership: 24.96% → 20.45% (-4.5%)

Holders
17
Holders Change
+7
Holders Change %
+70%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.26M
2
AIP
Ahrens Investment Partners
Louisiana
+$1.51M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$829K
4
VKH
Virtu KCG Holdings
New York
+$805K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$549K

Top Sellers

1
SFS
Sowell Financial Services
Arkansas
-$1.56M
2
AG
Advisor Group
Arizona
-$439
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1
Ahrens Investment Partners
Louisiana
$5.92M +$1.51M +54,870 +35%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.75M +$400K +14,560 +9%
Jane Street
3
Jane Street
New York
$2.29M +$2.26M +82,476 New
MWM
4
Mascoma Wealth Management
New Hampshire
$1.74M +$189K +6,881 +12%
LPL Financial
5
LPL Financial
California
$1.29M +$335K +12,213 +35%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.02M +$829K +30,228 +477%
VKH
7
Virtu KCG Holdings
New York
$816K +$805K +29,337 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$556K +$549K +19,993 New
Northern Trust
9
Northern Trust
Illinois
$409K +$403K +14,697 New
SPC
10
Sigma Planning Corp
Michigan
$396K +$86.9K +3,168 +29%
Lido Advisors
11
Lido Advisors
California
$382K +$166K +6,053 +80%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$317K +$313K +11,405 New
KSA
13
Ken Stern & Associates
California
$223K +$219K +7,982 New
Bank of America
14
Bank of America
North Carolina
$178K +$171K +6,214 +3,107%
WA
15
WFG Advisors
Texas
$120K +$119K +4,319 New
Creative Planning
16
Creative Planning
Kansas
$36K +$35.7K +1,300 New
AG
17
Advisor Group
Arizona
$29K -$439 -16 -2%
SFS
18
Sowell Financial Services
Arkansas
– -$1.56M -56,282 Closed

FDRR Hedge Fund Activity: Q1 2017 in Review

17 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2017, worth a combined $20.5M — up 58% from $13M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDRR positions and 1 closed out — a net gain of 7 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.26M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $1.56M sold.

  • 17 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2017, up from 10 in Q4 2016.
  • Funds reported $20.5M of Fidelity Dividend ETF for Rising Rates stock for Q1 2017, up 58% quarter-over-quarter.
  • 8 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2017 and 1 closed out, a net change of +7 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2017 was Jane Street, an estimated $2.26M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2017 was Sowell Financial Services, an estimated $1.56M sold.

Based on aggregated 13F filings for Q1 2017.