Fidelity Dividend ETF for Rising Rates
FDRR
89 hedge funds and large institutions have $179M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
3% more funds holding
Funds holding: 86 → 89 (+3)
0.58% more ownership
Funds ownership: 33.02% → 33.6% (+0.58%)
20% less capital inflows, than outflows
Capital inflows: $20.8M | Capital outflows: $26.1M
26% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$9.18M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.07M |
| 3 |
Kestra Advisory Services
Austin,
Texas
|
+$925K |
| 4 |
Cetera Advisors
Denver,
Colorado
|
+$884K |
| 5 |
LPL Financial
San Diego,
California
|
+$775K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.6M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.45M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.02M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.46M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.16M |
FDRR Hedge Fund Activity: Q1 2024 in Review
89 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2024, worth a combined $179M — up 2.9% from $174M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FDRR positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 34 trimmed.
The largest buyer was Ameritas Advisory Services, adding an estimated $9.18M. The largest seller was Jane Street, cutting an estimated $12.6M.
- 89 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2024, up from 86 in Q4 2023.
- Funds reported $179M of Fidelity Dividend ETF for Rising Rates stock for Q1 2024, up 2.9% quarter-over-quarter.
- 10 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2024 and 7 closed out, a net change of +3 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2024 was Ameritas Advisory Services, an estimated $9.18M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2024 was Jane Street, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2024.