Fidelity Dividend ETF for Rising Rates
FDRR
91 hedge funds and large institutions have $183M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
3% more capital invested
Capital invested by funds: $178M → $183M (+$4.98M)
0% more funds holding
Funds holding: 91 → 91 (0)
3% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 31
1.47% less ownership
Funds ownership: 33.24% → 31.77% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.63M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.48M |
| 3 |
JP Morgan Chase
New York
|
+$974K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$821K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$12.9M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$2.67M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$1.48M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.43M |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$1.25M |
FDRR Hedge Fund Activity: Q2 2025 in Review
91 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2025, worth a combined $183M — up 2.8% from $178M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDRR positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 31 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $2.63M. The largest seller was Ameritas Advisory Services, cutting an estimated $12.9M.
- 91 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $183M of Fidelity Dividend ETF for Rising Rates stock for Q2 2025, up 2.8% quarter-over-quarter.
- 8 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2025 and 7 closed out, a net change of +1 holder.
- The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2025 was Carson Wealth (CWM LLC), an estimated $2.63M added.
- The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2025 was Ameritas Advisory Services, an estimated $12.9M sold.
Based on aggregated 13F filings for Q2 2025.