Fidelity Dividend ETF for Rising Rates
FDRR
83 hedge funds and large institutions have $145M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 12 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.77% less ownership
Funds ownership: 29.17% → 27.4% (-1.8%)
5% less funds holding
Funds holding: 87 → 83 (-4)
15% less capital invested
Capital invested by funds: $170M → $145M (-$25.3M)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$3.73M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.06M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.29M |
| 4 |
LDFR
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
+$1.24M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.08M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.77M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.64M |
| 4 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
-$2.96M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.46M |
FDRR Hedge Fund Activity: Q3 2022 in Review
83 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2022, worth a combined $145M — down 15% from $170M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of FDRR and 8 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 34 added.
The largest buyer was Ameritas Advisory Services, adding an estimated $3.73M. The largest seller was Jane Street, cutting an estimated $4.08M.
- 83 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2022, down from 87 in Q2 2022.
- Funds reported $145M of Fidelity Dividend ETF for Rising Rates stock for Q3 2022, down 15% quarter-over-quarter.
- 8 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2022 and 12 closed out, a net change of -4 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2022 was Ameritas Advisory Services, an estimated $3.73M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2022 was Jane Street, an estimated $4.08M sold.
Based on aggregated 13F filings for Q3 2022.