Fidelity Dividend ETF for Rising Rates
FDRR
55 hedge funds and large institutions have $108M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.44% less ownership
Funds ownership: 30.24% → 28.81% (-1.4%)
2% less funds holding
Funds holding: 56 → 55 (-1)
42% less capital inflows, than outflows
Capital inflows: $7M | Capital outflows: $12.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.75M |
| 2 |
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$666K |
| 3 |
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$556K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$352K |
| 5 |
United Capital Financial Advisors
Irving,
Texas
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.16M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.04M |
| 3 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.77M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.09M |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
-$920K |
FDRR Hedge Fund Activity: Q4 2019 in Review
55 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2019, worth a combined $108M — up 3.6% from $104M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDRR positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.75M. The largest seller was Jane Street, exiting entirely with an estimated $2.16M sold.
- 55 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2019, down from 56 in Q3 2019.
- Funds reported $108M of Fidelity Dividend ETF for Rising Rates stock for Q4 2019, up 3.6% quarter-over-quarter.
- 7 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2019 and 6 closed out, a net change of +1 holder.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2019 was Morgan Stanley, an estimated $1.75M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2019 was Jane Street, an estimated $2.16M sold.
Based on aggregated 13F filings for Q4 2019.