Fidelity Dividend ETF for Rising Rates
FDRR
94 hedge funds and large institutions have $176M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
26% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 27
22% more capital invested
Capital invested by funds: $145M → $176M (+$31.2M)
13% more funds holding
Funds holding: 83 → 94 (+11)
3.82% more ownership
Funds ownership: 27.4% → 31.22% (+3.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$9.04M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.75M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$5.23M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.12M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.62M |
| 2 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$1.91M |
| 3 |
LDFR
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
-$1.45M |
| 4 |
Morgan Stanley
New York
|
-$1.13M |
| 5 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$984K |
FDRR Hedge Fund Activity: Q4 2022 in Review
94 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2022, worth a combined $176M — up 22% from $145M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FDRR positions and 7 closed out — a net gain of 12 holders — while 34 added to existing stakes and 27 trimmed.
The largest buyer was Jane Street, adding an estimated $9.04M. The largest seller was Bank of America, cutting an estimated $3.62M.
- 94 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2022, up from 83 in Q3 2022.
- Funds reported $176M of Fidelity Dividend ETF for Rising Rates stock for Q4 2022, up 22% quarter-over-quarter.
- 19 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2022 and 7 closed out, a net change of +12 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2022 was Jane Street, an estimated $9.04M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2022 was Bank of America, an estimated $3.62M sold.
Based on aggregated 13F filings for Q4 2022.