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Fidelity Electric Vehicles and Future Transportation ETF
FDRV

14 hedge funds and large institutions have $1.84M invested in Fidelity Electric Vehicles and Future Transportation ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more capital invested

Capital invested by funds: $531K → $1.84M (+$1.31M)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

17% more funds holding

Funds holding: 12 → 14 (+2)

0.95% more ownership

Funds ownership: 2.42% → 3.36% (+0.95%)

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
+$254K
2
Jane Street
Jane Street
New York
+$156K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$114K
4
Morgan Stanley
Morgan Stanley
New York
+$25.6K
5
GC
Gould Capital
Washington
+$8.81K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$67.1K
2
ASN
Advisory Services Network
Georgia
-$7.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$890K +$114K +6,482 +16%
Jane Street
2
Jane Street
New York
$424K +$156K +8,879 +67%
CAN
3
Cetera Advisor Networks
California
$277K +$254K +14,431 New
Bank of America
4
Bank of America
North Carolina
$95.2K +$6.4K +363 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$39.5K – – –
IA
6
IFP Advisors
Florida
$30.1K – – –
Morgan Stanley
7
Morgan Stanley
New York
$27.9K +$25.6K +1,455 New
CAL
8
Capital Analysts LLC
Pennsylvania
$13K – – –
ME
9
McIlrath & Eck
Washington
$12.6K – – –
BFEC
10
Benjamin F. Edwards & Company
Missouri
$11K – – –
GC
11
Gould Capital
Washington
$9.59K +$8.81K +500 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6K – – –
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$1.52K – – –
EWM
14
EPG Wealth Management
Georgia
$634 +$581 +33 New
UBS Group
15
UBS Group
Switzerland
– -$67.1K -3,572 Closed
ASN
16
Advisory Services Network
Georgia
– -$7.7K -410 Closed

FDRV Hedge Fund Activity: Q2 2023 in Review

14 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in Fidelity Electric Vehicles and Future Transportation ETF (FDRV) for Q2 2023, worth a combined $1.84M — up 246% from $531K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FDRV positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $254K. The largest seller was UBS Group, exiting entirely with an estimated $67.1K sold.

  • 14 institutional investors held Fidelity Electric Vehicles and Future Transportation ETF (FDRV) as of Q2 2023, up from 12 in Q1 2023.
  • Funds reported $1.84M of Fidelity Electric Vehicles and Future Transportation ETF stock for Q2 2023, up 246% quarter-over-quarter.
  • 4 funds opened new Fidelity Electric Vehicles and Future Transportation ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
  • The largest Fidelity Electric Vehicles and Future Transportation ETF buyer in Q2 2023 was Cetera Advisor Networks, an estimated $254K added.
  • The largest Fidelity Electric Vehicles and Future Transportation ETF seller in Q2 2023 was UBS Group, an estimated $67.1K sold.

Based on aggregated 13F filings for Q2 2023.