Fidelity Dividend ETF for Rising Rates
FDRR
97 hedge funds and large institutions have $185M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
66% more capital inflows, than outflows
Capital inflows: $19M | Capital outflows: $11.4M
7% more funds holding
Funds holding: 91 → 97 (+6)
1.06% more ownership
Funds ownership: 32.6% → 33.66% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$8.16M |
| 2 |
Sykon Capital
Harrison,
New York
|
+$710K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$433K |
| 4 |
LPL Financial
San Diego,
California
|
+$428K |
| 5 |
Snider Financial Group
Bellevue,
Washington
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.37M |
| 2 |
Jane Street
New York
|
-$1.75M |
| 3 |
Flow Traders U.S.
New York
|
-$1.44M |
| 4 |
EP Wealth Advisors
Torrance,
California
|
-$1.2M |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
-$904K |
FDRR Hedge Fund Activity: Q4 2024 in Review
97 of the 7,618 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2024, worth a combined $185M — up 1.6% from $182M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FDRR positions and 4 closed out — a net gain of 9 holders — while 24 added to existing stakes and 30 trimmed.
The largest buyer was Ameritas Advisory Services, adding an estimated $8.16M. The largest seller was Susquehanna International Group, cutting an estimated $2.37M.
- 97 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2024, up from 91 in Q3 2024.
- Funds reported $185M of Fidelity Dividend ETF for Rising Rates stock for Q4 2024, up 1.6% quarter-over-quarter.
- 13 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2024 and 4 closed out, a net change of +9 holders.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2024 was Ameritas Advisory Services, an estimated $8.16M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2024 was Susquehanna International Group, an estimated $2.37M sold.
Based on aggregated 13F filings for Q4 2024.