Fidelity Dividend ETF for Rising Rates
FDRR
53 hedge funds and large institutions have $63.2M invested in Fidelity Dividend ETF for Rising Rates in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
4% less funds holding
Funds holding: 55 → 53 (-2)
4.12% less ownership
Funds ownership: 28.81% → 24.69% (-4.1%)
41% less capital invested
Capital invested by funds: $108M → $63.2M (-$44.5M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$6.99M |
| 2 |
Jane Street
New York
|
+$5.74M |
| 3 |
LDFR
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
+$1.73M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.45M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.44M |
Top Sellers
FDRR Hedge Fund Activity: Q1 2020 in Review
53 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2020, worth a combined $63.2M — down 41% from $108M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDRR positions and 7 closed out — a net gain of 1 holder — while 19 added to existing stakes and 20 trimmed.
The largest buyer was B. Riley Wealth Advisors, adding an estimated $6.99M. The largest seller was United Capital Financial Advisors, cutting an estimated $24.5M.
- 53 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2020, down from 55 in Q4 2019.
- Funds reported $63.2M of Fidelity Dividend ETF for Rising Rates stock for Q1 2020, down 41% quarter-over-quarter.
- 8 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2020 and 7 closed out, a net change of +1 holder.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2020 was B. Riley Wealth Advisors, an estimated $6.99M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2020 was United Capital Financial Advisors, an estimated $24.5M sold.
Based on aggregated 13F filings for Q1 2020.