Fidelity Dividend ETF for Rising Rates
FDRR
91 hedge funds and large institutions have $182M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
3% more funds holding
Funds holding: 88 → 91 (+3)
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
3% more capital invested
Capital invested by funds: $176M → $182M (+$6.14M)
0.06% less ownership
Funds ownership: 32.65% → 32.6% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$2.13M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.78M |
| 3 |
Jane Street
New York
|
+$876K |
| 4 |
LPL Financial
San Diego,
California
|
+$772K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$568K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.44M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$879K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$790K |
| 5 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
-$653K |
FDRR Hedge Fund Activity: Q3 2024 in Review
91 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2024, worth a combined $182M — up 3.5% from $176M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDRR positions and 5 closed out — a net gain of 3 holders — while 29 added to existing stakes and 28 trimmed.
The largest buyer was Ameritas Advisory Services, adding an estimated $2.13M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.29M.
- 91 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2024, up from 88 in Q2 2024.
- Funds reported $182M of Fidelity Dividend ETF for Rising Rates stock for Q3 2024, up 3.5% quarter-over-quarter.
- 8 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2024 and 5 closed out, a net change of +3 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2024 was Ameritas Advisory Services, an estimated $2.13M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2024 was Commonwealth Equity Services, an estimated $6.29M sold.
Based on aggregated 13F filings for Q3 2024.