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Fidelity Electric Vehicles and Future Transportation ETF
FDRV

18 hedge funds and large institutions have $2.39M invested in Fidelity Electric Vehicles and Future Transportation ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

30% more capital invested

Capital invested by funds: $1.84M → $2.39M (+$551K)

29% more funds holding

Funds holding: 14 → 18 (+4)

1.44% more ownership

Funds ownership: 3.36% → 4.8% (+1.4%)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$488K
2
Jane Street
Jane Street
New York
+$293K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$102K
4
UBS Group
UBS Group
Switzerland
+$14.5K
5
CAN
Cetera Advisor Networks
California
+$9.26K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$49K
2
IA
IFP Advisors
Florida
-$18.9K
3
Osaic Holdings
Osaic Holdings
Arizona
-$17.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$888K +$102K +5,420 +12%
Jane Street
2
Jane Street
New York
$645K +$293K +15,490 +70%
Citadel Advisors
3
Citadel Advisors
Florida
$443K +$488K +25,854 New
CAN
4
Cetera Advisor Networks
California
$256K +$9.26K +490 +3%
Bank of America
5
Bank of America
North Carolina
$40.6K -$49K -2,592 -52%
Morgan Stanley
6
Morgan Stanley
New York
$25K +$19 +1 +0.1%
Osaic Holdings
7
Osaic Holdings
Arizona
$18.7K -$17.3K -918 -46%
UBS Group
8
UBS Group
Switzerland
$13.2K +$14.5K +767 New
CAL
9
Capital Analysts LLC
Pennsylvania
$12K – – –
ME
10
McIlrath & Eck
Washington
$11.2K – – –
BFEC
11
Benjamin F. Edwards & Company
Missouri
$10K – – –
IA
12
IFP Advisors
Florida
$9.71K -$18.9K -1,003 -64%
GC
13
Gould Capital
Washington
$8.45K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6K +$340 +18 +6%
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$1.35K – – –
EWM
16
EPG Wealth Management
Georgia
$567 – – –
Fidelity Investments
17
Fidelity Investments
Massachusetts
$34 +$38 +2 New
MFA
18
McClarren Financial Advisors
Pennsylvania
– +$38 +2 New

FDRV Hedge Fund Activity: Q3 2023 in Review

18 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Fidelity Electric Vehicles and Future Transportation ETF (FDRV) for Q3 2023, worth a combined $2.39M — up 30% from $1.84M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FDRV positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $488K. The largest seller was Bank of America, cutting an estimated $49K.

  • 18 institutional investors held Fidelity Electric Vehicles and Future Transportation ETF (FDRV) as of Q3 2023, up from 14 in Q2 2023.
  • Funds reported $2.39M of Fidelity Electric Vehicles and Future Transportation ETF stock for Q3 2023, up 30% quarter-over-quarter.
  • 4 funds opened new Fidelity Electric Vehicles and Future Transportation ETF positions in Q3 2023 and 0 closed out, a net change of +4 holders.
  • The largest Fidelity Electric Vehicles and Future Transportation ETF buyer in Q3 2023 was Citadel Advisors, an estimated $488K added.
  • The largest Fidelity Electric Vehicles and Future Transportation ETF seller in Q3 2023 was Bank of America, an estimated $49K sold.

Based on aggregated 13F filings for Q3 2023.