Fidelity Dividend ETF for Rising Rates
FDRR
38 hedge funds and large institutions have $78.7M invested in Fidelity Dividend ETF for Rising Rates in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 1 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
46% more funds holding
Funds holding: 26 → 38 (+12)
16% more capital invested
Capital invested by funds: $68.1M → $78.7M (+$10.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.53% less ownership
Funds ownership: 30.19% → 28.66% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.17M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$2.33M |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$1.55M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.39M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$790K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
-$207K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$206K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$204K |
| 4 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$97.8K |
| 5 |
LPL Financial
San Diego,
California
|
-$31.6K |
FDRR Hedge Fund Activity: Q1 2018 in Review
38 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2018, worth a combined $78.7M — up 16% from $68.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FDRR positions and 1 closed out — a net gain of 12 holders — while 17 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $3.17M. The largest seller was 180 Wealth Advisors, cutting an estimated $207K.
- 38 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2018, up from 26 in Q4 2017.
- Funds reported $78.7M of Fidelity Dividend ETF for Rising Rates stock for Q1 2018, up 16% quarter-over-quarter.
- 13 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2018 and 1 closed out, a net change of +12 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2018 was Jane Street, an estimated $3.17M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2018 was 180 Wealth Advisors, an estimated $207K sold.
Based on aggregated 13F filings for Q1 2018.