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Fidelity Dividend ETF for Rising Rates

91 hedge funds and large institutions have $178M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 33.65%33.25% (-0.41%)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

4% less capital invested

Capital invested by funds: $185M → $178M (-$7.32M)

5% less funds holding

Funds holding: 9691 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
28
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Ameritas Advisory Services
Nebraska
$48.9M -$448K -8,618 -0.9%
EWA
2
EP Wealth Advisors
California
$18.8M -$834K -16,064 -4%
Bank of America
3
Bank of America
North Carolina
$11.1M -$672K -12,950 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.9M -$220K -4,240 -2%
LPL Financial
5
LPL Financial
California
$9.17M +$450K +8,671 +5%
PAG
6
Private Advisor Group
New Jersey
$8.83M -$55.1K -1,062 -0.6%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.62M +$475K +9,144 +9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.41M +$10.2K +196 +0.2%
UBS Group
9
UBS Group
Switzerland
$4.4M -$112K -2,153 -2%
GP
10
Geneva Partners
Wisconsin
$4.24M +$114K +2,190 +3%
Morgan Stanley
11
Morgan Stanley
New York
$4.15M -$100K -1,934 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$3.72M +$79.1K +1,523 +2%
SMAM
13
Sugar Maple Asset Management
Wisconsin
$3.16M -$5.4K -104 -0.2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$3.12M +$12.5K +241 +0.4%
NA
15
NewEdge Advisors
Louisiana
$2.97M -$492K -9,474 -14%
AWS
16
Atria Wealth Solutions
New York
$2.9M -$88.3K -1,701 -3%
GS
17
GTS Securities
New York
$2.9M +$3.01M +58,022 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.97M +$380K +7,312 +23%
KAS
19
Kestra Advisory Services
Texas
$1.91M -$517K -9,955 -21%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.84M +$115K +2,213 +6%
FWA
21
Flagship Wealth Advisors
Massachusetts
$1.55M -$605K -11,643 -27%
Lido Advisors
22
Lido Advisors
California
$1.25M -$85.1K -1,639 -6%
SXL
23
Summit X LLC
Missouri
$974K +$15.4K +297 +2%
MML Investors Services
24
MML Investors Services
Massachusetts
$966K -$305K -5,872 -23%
SFPG
25
Stonebridge Financial Planning Group
Florida
$881K -$3.84K -74 -0.4%

FDRR Hedge Fund Activity: Q1 2025 in Review

91 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2025, worth a combined $178M — down 4% from $185M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FDRR and 4 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 28 added.

The largest buyer was GTS Securities, opening a new position worth an estimated $3.01M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.27M sold.

  • 91 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $178M of Fidelity Dividend ETF for Rising Rates stock for Q1 2025, down 4% quarter-over-quarter.
  • 4 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2025 and 9 closed out, a net change of -5 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2025 was GTS Securities, an estimated $3.01M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2025 was Susquehanna International Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2025.