Fidelity Dividend ETF for Rising Rates
FDRR
52 hedge funds and large institutions have $110M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
7% more capital invested
Capital invested by funds: $102M → $110M (+$7.46M)
2% more funds holding
Funds holding: 51 → 52 (+1)
1.07% more ownership
Funds ownership: 28.61% → 29.68% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GP
Geneva Partners
Lake Geneva,
Wisconsin
|
+$3.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.18M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.07M |
| 4 |
LPL Financial
San Diego,
California
|
+$1M |
| 5 |
Jane Street
New York
|
+$634K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$7.63M |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$2.22M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.98M |
| 5 |
Goldman Sachs
New York
|
-$1.11M |
FDRR Hedge Fund Activity: Q1 2019 in Review
52 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2019, worth a combined $110M — up 7.3% from $102M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FDRR positions and 4 closed out — a net gain of 1 holder — while 23 added to existing stakes and 17 trimmed.
The largest buyer was Geneva Partners, adding an estimated $3.8M. The largest seller was Citadel Advisors, cutting an estimated $7.63M.
- 52 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2019, up from 51 in Q4 2018.
- Funds reported $110M of Fidelity Dividend ETF for Rising Rates stock for Q1 2019, up 7.3% quarter-over-quarter.
- 5 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2019 and 4 closed out, a net change of +1 holder.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2019 was Geneva Partners, an estimated $3.8M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2019 was Citadel Advisors, an estimated $7.63M sold.
Based on aggregated 13F filings for Q1 2019.