Fidelity Dividend ETF for Rising Rates
FDRR
71 hedge funds and large institutions have $126M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
125% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 12
22% more funds holding
Funds holding: 58 → 71 (+13)
2% more capital inflows, than outflows
Capital inflows: $18.4M | Capital outflows: $18M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.3% less ownership
Funds ownership: 24.4% → 22.11% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.56M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$2.58M |
| 3 |
LDFR
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
+$1.22M |
| 4 |
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.1M |
| 5 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$976K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisor Group
Morristown,
New Jersey
|
-$12.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.03M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.74M |
| 4 |
LPL Financial
San Diego,
California
|
-$438K |
| 5 |
Csenge Advisory Group
Clearwater,
Florida
|
-$390K |
FDRR Hedge Fund Activity: Q4 2021 in Review
71 of the 6,522 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2021, worth a combined $126M — up 7.9% from $117M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FDRR positions and 3 closed out — a net gain of 16 holders — while 27 added to existing stakes and 12 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $4.56M. The largest seller was Private Advisor Group, cutting an estimated $12.4M.
- 71 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2021, up from 58 in Q3 2021.
- Funds reported $126M of Fidelity Dividend ETF for Rising Rates stock for Q4 2021, up 7.9% quarter-over-quarter.
- 19 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2021 and 3 closed out, a net change of +16 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2021 was Commonwealth Equity Services, an estimated $4.56M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2021 was Private Advisor Group, an estimated $12.4M sold.
Based on aggregated 13F filings for Q4 2021.