We are live on ! Find out more
FDRR icon

Fidelity Dividend ETF for Rising Rates

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.

New
Increased
Maintained
Reduced
Closed

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: 2222 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.95% less ownership

Funds ownership: 34.65%32.7% (-1.9%)

Holders
22
Holders Change
Holders Change %
0%
% 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
5
Increased
13
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$19.9M +$4.08M +143,056 +26%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.8M +$8.23M +288,346 +156%
AIP
3
Ahrens Investment Partners
Louisiana
$8.95M +$230K +8,070 +3%
MWM
4
Mascoma Wealth Management
New Hampshire
$2.88M +$912K +31,960 +48%
Bank of America
5
Bank of America
North Carolina
$2.82M +$611K +21,429 +28%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.93M -$155K -5,418 -8%
LPL Financial
7
LPL Financial
California
$1.44M +$8.45K +296 +0.6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.33M +$520K +18,224 +66%
Citadel Advisors
9
Citadel Advisors
Florida
$934K -$1.27M -44,450 -58%
Jane Street
10
Jane Street
New York
$719K +$404K +14,143 +134%
Lido Advisors
11
Lido Advisors
California
$553K +$101K +3,555 +23%
Northern Trust
12
Northern Trust
Illinois
$522K
KSA
13
Ken Stern & Associates
California
$460K +$16.1K +565 +4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$389K -$1.62M -56,639 -81%
RJA
15
Raymond James & Associates
Florida
$276K +$271K +9,495 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$81K +$33.8K +1,184 +74%
AG
17
Advisor Group
Arizona
$39K +$8.53K +299 +29%
UBS Group
18
UBS Group
Switzerland
$29K +$28.5K +1,000 New
CFD
19
Creative Financial Designs
Indiana
$20K +$20K +700 New
AIS
20
Accurate Investment Solutions
Pennsylvania
$15K +$15K +525 New
ASN
21
Advisory Services Network
Georgia
$6K +$29 +1 +0.5%
Morgan Stanley
22
Morgan Stanley
New York
$6K +$5.59K +196 New
SPC
23
Sigma Planning Corp
Michigan
-$549K -19,434 Closed
RJFSA
24
Raymond James Financial Services Advisors
Florida
-$209K -7,400 Closed
BWA
25
BDO Wealth Advisors
Florida
-$11K -386 Closed

FDRR Hedge Fund Activity: Q3 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 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.