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Fidelity Dividend ETF for Rising Rates
FDRR

22 hedge funds and large institutions have $44.1M invested in Fidelity Dividend ETF for Rising Rates in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

115% more capital invested

Capital invested by funds: $20.5M → $44.1M (+$23.6M)

29% more funds holding

Funds holding: 17 → 22 (+5)

14.2% more ownership

Funds ownership: 20.45% → 34.65% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$15.2M
2
AIP
Ahrens Investment Partners
Louisiana
+$2.44M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.15M
4
Bank of America
Bank of America
North Carolina
+$1.93M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.64M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.01M
2
VKH
Virtu KCG Holdings
New York
-$816K
3
Creative Planning
Creative Planning
Kansas
-$28K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$15.3M +$15.2M +541,240 New
AIP
2
Ahrens Investment Partners
Louisiana
$8.47M +$2.44M +87,090 +41%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.23M +$401K +14,320 +8%
Citadel Advisors
4
Citadel Advisors
Florida
$2.16M +$2.15M +76,590 New
Bank of America
5
Bank of America
North Carolina
$2.13M +$1.93M +69,027 +1,076%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.03M +$990K +35,327 +97%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.98M +$1.64M +58,610 +514%
MWM
8
Mascoma Wealth Management
New Hampshire
$1.9M +$129K +4,605 +7%
LPL Financial
9
LPL Financial
California
$1.39M +$64.5K +2,304 +5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$774K +$208K +7,412 +37%
SPC
11
Sigma Planning Corp
Michigan
$549K +$146K +5,208 +37%
Northern Trust
12
Northern Trust
Illinois
$508K +$91.5K +3,267 +22%
Lido Advisors
13
Lido Advisors
California
$431K +$45.8K +1,635 +12%
KSA
14
Ken Stern & Associates
California
$430K +$204K +7,283 +91%
Jane Street
15
Jane Street
New York
$299K -$2.01M -71,902 -87%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$209K +$207K +7,400 New
WA
17
WFG Advisors
Texas
$171K +$48.4K +1,727 +40%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$45K +$44.8K +1,600 New
AG
19
Advisor Group
Arizona
$29K – – –
BWA
20
BDO Wealth Advisors
Florida
$11K +$10.8K +386 New
Creative Planning
21
Creative Planning
Kansas
$8K -$28K -1,000 -77%
ASN
22
Advisory Services Network
Georgia
$6K +$5.55K +198 New
VKH
23
Virtu KCG Holdings
New York
– -$816K -29,337 Closed

FDRR Hedge Fund Activity: Q2 2017 in Review

22 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2017, worth a combined $44.1M — up 115% from $20.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FDRR positions and 1 closed out — a net gain of 5 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $15.2M. The largest seller was Jane Street, cutting an estimated $2.01M.

  • 22 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2017, up from 17 in Q1 2017.
  • Funds reported $44.1M of Fidelity Dividend ETF for Rising Rates stock for Q2 2017, up 115% quarter-over-quarter.
  • 6 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2017 and 1 closed out, a net change of +5 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2017 was United Capital Financial Advisors, an estimated $15.2M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2017 was Jane Street, an estimated $2.01M sold.

Based on aggregated 13F filings for Q2 2017.