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Fidelity Dividend ETF for Rising Rates
FDRR

26 hedge funds and large institutions have $68.1M invested in Fidelity Dividend ETF for Rising Rates in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $57.1M → $68.1M (+$11M)

18% more funds holding

Funds holding: 22 → 26 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.51% less ownership

Funds ownership: 32.7% → 30.19% (-2.5%)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
11
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.28M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.96M
3
UCFA
United Capital Financial Advisors
Texas
+$915K
4
BTS
BB&T Securities
Virginia
+$324K
5
AIP
Ahrens Investment Partners
Louisiana
+$293K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$934K
2
Jane Street
Jane Street
New York
-$719K
3
Northern Trust
Northern Trust
Illinois
-$522K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$389K
5
RJA
Raymond James & Associates
Florida
-$276K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$21.9M +$915K +30,592 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.4M -$78K -2,606 -0.6%
AIP
3
Ahrens Investment Partners
Louisiana
$9.74M +$293K +9,799 +3%
Bank of America
4
Bank of America
North Carolina
$6.33M +$3.28M +109,508 +113%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$5.07M +$2.96M +98,845 +149%
MWM
6
Mascoma Wealth Management
New Hampshire
$2.98M -$117K -3,905 -4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.68M +$277K +9,265 +20%
1WA
8
180 Wealth Advisors
Washington
$1.61M +$1.57M +52,478 New
LPL Financial
9
LPL Financial
California
$1.54M +$29.6K +988 +2%
Lido Advisors
10
Lido Advisors
California
$588K +$11.5K +384 +2%
KSA
11
Ken Stern & Associates
California
$485K -$90 -3 -0%
BTS
12
BB&T Securities
Virginia
$331K +$324K +10,824 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$280K +$190K +6,359 +228%
DWM
14
Darwin Wealth Management
Florida
$258K +$252K +8,425 New
SPC
15
Sigma Planning Corp
Michigan
$254K +$248K +8,274 New
APA
16
American Portfolios Advisors
New York
$208K +$203K +6,788 New
AI
17
Atria Investments
North Carolina
$204K +$199K +6,649 New
UBS Group
18
UBS Group
Switzerland
$45K +$13.6K +455 +46%
AG
19
Advisor Group
Arizona
$41K – – –
CFD
20
Creative Financial Designs
Indiana
$21K – – –
FAAS
21
First Allied Advisory Services
California
$21K +$20.2K +676 New
AIS
22
Accurate Investment Solutions
Pennsylvania
$17K +$479 +16 +3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +500 New
Morgan Stanley
24
Morgan Stanley
New York
$6K – – –
ASN
25
Advisory Services Network
Georgia
$6K +$60 +2 +1%
1
2

FDRR Hedge Fund Activity: Q4 2017 in Review

26 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2017, worth a combined $68.1M — up 19% from $57.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FDRR positions and 5 closed out — a net gain of 4 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, adding an estimated $3.28M. The largest seller was Citadel Advisors, exiting entirely with an estimated $934K sold.

  • 26 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2017, up from 22 in Q3 2017.
  • Funds reported $68.1M of Fidelity Dividend ETF for Rising Rates stock for Q4 2017, up 19% quarter-over-quarter.
  • 9 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2017 and 5 closed out, a net change of +4 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2017 was Bank of America, an estimated $3.28M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2017 was Citadel Advisors, an estimated $934K sold.

Based on aggregated 13F filings for Q4 2017.