We are live on ! Find out more
FDRR icon

Fidelity Dividend ETF for Rising Rates

113 hedge funds and large institutions have $251M invested in Fidelity Dividend ETF for Rising Rates in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more capital invested

Capital invested by funds: $218M → $251M (+$33.7M)

4% more funds holding

Funds holding: 109113 (+4)

1.56% more ownership

Funds ownership: 33.96%35.53% (+1.6%)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
51
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Ameritas Advisory Services
Nebraska
$70.9M +$24M +375,226 +52%
LPL Financial
2
LPL Financial
California
$18.7M -$1.44M -22,476 -7%
EWA
3
EP Wealth Advisors
California
$18.1M -$1.46M -22,813 -8%
Bank of America
4
Bank of America
North Carolina
$15.3M -$694K -10,843 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.42M -$445K -6,947 -5%
CCM
6
Charter Capital Management
Wisconsin
$8.71M -$96.9K -1,514 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.45M +$1.68M +26,281 +25%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.66M +$2.33M +36,418 +45%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$6.95M +$1.95M +30,385 +40%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.98M +$13.7K +214 +0.2%
NA
11
NewEdge Advisors
Louisiana
$5.77M +$34.1K +533 +0.6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$5.66M +$557K +8,703 +11%
GP
13
Geneva Partners
Wisconsin
$5.38M -$63.8K -996 -1%
Morgan Stanley
14
Morgan Stanley
New York
$4.73M -$32.6K -509 -0.7%
UBS Group
15
UBS Group
Switzerland
$4.1M -$30.4K -475 -0.7%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.78M +$649K +10,143 +21%
KAS
17
Kestra Advisory Services
Texas
$3.5M -$837K -13,066 -20%
SMAM
18
Sugar Maple Asset Management
Wisconsin
$3.36M -$117K -1,827 -3%
Raymond James Financial
19
Raymond James Financial
Florida
$3.05M +$217K +3,396 +8%
Citadel Advisors
20
Citadel Advisors
Florida
$2.75M +$657K +10,266 +32%
CFD
21
Creative Financial Designs
Indiana
$2.5M +$394K +6,155 +19%
Lido Advisors
22
Lido Advisors
California
$1.86M -$65.8K -1,028 -3%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.65M +$205K +3,194 +14%
P
24
&Partners
Tennessee
$1.62M +$42.1K +658 +3%
PA
25
PFG Advisors
Arizona
$1.58M +$19.1K +298 +1%

FDRR Hedge Fund Activity: Q2 2026 in Review

113 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2026, worth a combined $251M — up 16% from $218M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FDRR positions and 8 closed out — a net gain of 8 holders — while 51 added to existing stakes and 27 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $24M. The largest seller was Private Advisor Group, exiting entirely with an estimated $9.95M sold.

  • 113 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2026, up from 109 in Q1 2026.
  • Funds reported $251M of Fidelity Dividend ETF for Rising Rates stock for Q2 2026, up 16% quarter-over-quarter.
  • 16 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2026 and 8 closed out, a net change of +8 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2026 was Ameritas Advisory Services, an estimated $24M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2026 was Private Advisor Group, an estimated $9.95M sold.

Based on aggregated 13F filings for Q2 2026.