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Fidelity Dividend ETF for Rising Rates

112 hedge funds and large institutions have $224M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more capital invested

Capital invested by funds: $137M → $224M (+$86.6M)

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

19% more funds holding

Funds holding: 94112 (+18)

11.89% more ownership

Funds ownership: 22.1%33.98% (+12%)

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
22
Increased
38
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Ameritas Advisory Services
Nebraska
$45.3M +$44.5M +741,204 +70,726%
LPL Financial
2
LPL Financial
California
$21.2M +$4.82M +80,360 +30%
EWA
3
EP Wealth Advisors
California
$19M +$18.6M +310,577 New
Bank of America
4
Bank of America
North Carolina
$15.1M +$949K +15,822 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.4M -$1.35M -22,450 -12%
PAG
6
Private Advisor Group
New Jersey
$10.1M -$765K -12,761 -7%
CCM
7
Charter Capital Management
Wisconsin
$8.31M +$83.2K +1,388 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.26M +$198K +3,304 +3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$5.63M +$997K +16,633 +22%
GP
10
Geneva Partners
Wisconsin
$5.54M +$98.3K +1,639 +2%
NA
11
NewEdge Advisors
Louisiana
$5.28M -$163K -2,719 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.2M -$89.4K -1,491 -2%
Morgan Stanley
13
Morgan Stanley
New York
$4.87M -$165K -2,744 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.6M +$1.57M +26,186 +53%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$4.25M +$330K +5,511 +9%
UBS Group
16
UBS Group
Switzerland
$4.05M -$173K -2,890 -4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.78M +$477K +7,954 +15%
SMAM
18
Sugar Maple Asset Management
Wisconsin
$3.37M -$7.08K -118 -0.2%
KAS
19
Kestra Advisory Services
Texas
$3.1M +$996K +16,612 +49%
Raymond James Financial
20
Raymond James Financial
Florida
$2.74M +$137K +2,277 +5%
CFD
21
Creative Financial Designs
Indiana
$1.9M +$439K +7,321 +31%
Lido Advisors
22
Lido Advisors
California
$1.83M
JP Morgan Chase
23
JP Morgan Chase
New York
$1.55M +$724K +12,076 +91%
FTUS
24
Flow Traders U.S.
New York
$1.45M +$1.43M +23,790 New
PA
25
PFG Advisors
Arizona
$1.33M +$772K +12,866 +145%

FDRR Hedge Fund Activity: Q4 2025 in Review

112 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2025, worth a combined $224M — up 63% from $137M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FDRR positions and 4 closed out — a net gain of 18 holders — while 38 added to existing stakes and 30 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $44.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.35M.

  • 112 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2025, up from 94 in Q3 2025.
  • Funds reported $224M of Fidelity Dividend ETF for Rising Rates stock for Q4 2025, up 63% quarter-over-quarter.
  • 22 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2025 and 4 closed out, a net change of +18 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2025 was Ameritas Advisory Services, an estimated $44.5M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2025 was Commonwealth Equity Services, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2025.