Fidelity Dividend ETF for Rising Rates
FDRR
58 hedge funds and large institutions have $117M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 6 closing their positions.
222% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 9
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
9% more capital invested
Capital invested by funds: $107M → $117M (+$9.99M)
2.01% more ownership
Funds ownership: 22.4% → 24.4% (+2%)
2% more funds holding
Funds holding: 57 → 58 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$12.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.37M |
| 3 |
LDFR
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
+$1.01M |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$946K |
| 5 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$773K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LB
Leo Brokerage
Hurst,
Texas
|
-$4.9M |
| 2 |
Jane Street
New York
|
-$1.58M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$746K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$506K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$476K |
FDRR Hedge Fund Activity: Q3 2021 in Review
58 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2021, worth a combined $117M — up 9.4% from $107M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDRR positions and 6 closed out — a net gain of 1 holder — while 29 added to existing stakes and 9 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $12.5M. The largest seller was Leo Brokerage, cutting an estimated $4.9M.
- 58 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2021, up from 57 in Q2 2021.
- Funds reported $117M of Fidelity Dividend ETF for Rising Rates stock for Q3 2021, up 9.4% quarter-over-quarter.
- 7 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2021 and 6 closed out, a net change of +1 holder.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2021 was Private Advisor Group, an estimated $12.5M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2021 was Leo Brokerage, an estimated $4.9M sold.
Based on aggregated 13F filings for Q3 2021.