Fidelity Dividend ETF for Rising Rates
FDRR
50 hedge funds and large institutions have $111M invested in Fidelity Dividend ETF for Rising Rates in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
19% more funds holding
Funds holding: 42 → 50 (+8)
17% more capital invested
Capital invested by funds: $95.1M → $111M (+$15.9M)
0.59% more ownership
Funds ownership: 28.83% → 29.42% (+0.59%)
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
|
+$3.17M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.53M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.52M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.28M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$870K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.39M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.13M |
| 3 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$294K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$131K |
| 5 |
F
F3Logic
Burnsville,
Minnesota
|
-$129K |
FDRR Hedge Fund Activity: Q3 2018 in Review
50 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2018, worth a combined $111M — up 17% from $95.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FDRR positions and 4 closed out — a net gain of 8 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was BB&T Securities, adding an estimated $3.17M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.39M.
- 50 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2018, up from 42 in Q2 2018.
- Funds reported $111M of Fidelity Dividend ETF for Rising Rates stock for Q3 2018, up 17% quarter-over-quarter.
- 12 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2018 and 4 closed out, a net change of +8 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2018 was BB&T Securities, an estimated $3.17M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2018.