Fidelity Dividend ETF for Rising Rates
FDRR
42 hedge funds and large institutions have $95.1M invested in Fidelity Dividend ETF for Rising Rates in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
21% more capital invested
Capital invested by funds: $78.7M → $95.1M (+$16.4M)
11% more funds holding
Funds holding: 38 → 42 (+4)
0.17% more ownership
Funds ownership: 28.66% → 28.83% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$15.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.88M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.7M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.37M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$349K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$2.79M |
| 2 |
Jane Street
New York
|
-$2.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$758K |
| 4 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
-$621K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$506K |
FDRR Hedge Fund Activity: Q2 2018 in Review
42 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2018, worth a combined $95.1M — up 21% from $78.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDRR positions and 7 closed out — a net gain of 4 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was BB&T Securities, adding an estimated $15.1M. The largest seller was Mascoma Wealth Management, cutting an estimated $2.79M.
- 42 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2018, up from 38 in Q1 2018.
- Funds reported $95.1M of Fidelity Dividend ETF for Rising Rates stock for Q2 2018, up 21% quarter-over-quarter.
- 11 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2018 and 7 closed out, a net change of +4 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2018 was BB&T Securities, an estimated $15.1M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2018 was Mascoma Wealth Management, an estimated $2.79M sold.
Based on aggregated 13F filings for Q2 2018.