Fidelity Dividend ETF for Rising Rates
FDRR
22 hedge funds and large institutions have $57.1M invested in Fidelity Dividend ETF for Rising Rates in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 4 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
29% more capital invested
Capital invested by funds: $44.1M → $57.1M (+$13M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 22 → 22 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.95% less ownership
Funds ownership: 34.65% → 32.7% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.23M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.08M |
| 3 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$912K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$611K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$520K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.62M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$549K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$209K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$155K |
FDRR Hedge Fund Activity: Q3 2017 in Review
22 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2017, worth a combined $57.1M — up 29% from $44.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FDRR positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $8.23M. The largest seller was Susquehanna International Group, cutting an estimated $1.62M.
- 22 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $57.1M of Fidelity Dividend ETF for Rising Rates stock for Q3 2017, up 29% quarter-over-quarter.
- 5 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2017 and 4 closed out, a net change of +1 holder.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2017 was Commonwealth Equity Services, an estimated $8.23M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2017 was Susquehanna International Group, an estimated $1.62M sold.
Based on aggregated 13F filings for Q3 2017.