Fidelity Dividend ETF for Rising Rates
FDRR
FDRR
85 hedge funds and large institutions have $178M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 37 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
41% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 37
Holders
85
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$10.5M | |
| 2 | +$4.15M | |
| 3 | +$1.85M | |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.68M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$799K |
Top Sellers
| 1 | -$5.25M | |
| 2 | -$932K | |
| 3 | -$819K | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$813K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$527K |