Fidelity Dividend ETF for Rising Rates
FDRR
113 hedge funds and large institutions have $225M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 4 closing their positions.
475% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
64% more capital invested
Capital invested by funds: $137M → $225M (+$88M)
27% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 30
20% more funds holding
Funds holding: 94 → 113 (+19)
12.11% more ownership
Funds ownership: 22.1% → 34.21% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$44.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.82M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.57M |
| 4 |
FFAS
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
+$1.44M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.35M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$765K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$271K |
| 4 |
FWA
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
-$251K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$173K |
FDRR Hedge Fund Activity: Q4 2025 in Review
113 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2025, worth a combined $225M — up 64% from $137M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FDRR positions and 4 closed out — a net gain of 19 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.
- 113 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2025, up from 94 in Q3 2025.
- Funds reported $225M of Fidelity Dividend ETF for Rising Rates stock for Q4 2025, up 64% quarter-over-quarter.
- 23 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2025 and 4 closed out, a net change of +19 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.