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Fidelity Electric Vehicles and Future Transportation ETF

22 hedge funds and large institutions have $5.27M invested in Fidelity Electric Vehicles and Future Transportation ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

121% more capital invested

Capital invested by funds: $2.39M → $5.27M (+$2.88M)

22% more funds holding

Funds holding: 1822 (+4)

6.39% more ownership

Funds ownership: 4.8%11.19% (+6.4%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.07M +$1.33M +83,258 +221%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$936K +$45.8K +2,876 +6%
Citadel Advisors
3
Citadel Advisors
Florida
$778K +$313K +19,634 +76%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$603K +$561K +35,225 New
WWP
5
Walden Wealth Partners
Ohio
$313K +$291K +18,300 New
CAN
6
Cetera Advisor Networks
California
$255K
Bank of America
7
Bank of America
North Carolina
$93.4K +$49.1K +3,087 +130%
Morgan Stanley
8
Morgan Stanley
New York
$49.9K +$23.2K +1,458 +100%
SRCM
9
Signature Resources Capital Management
California
$40.3K +$37.5K +2,353 New
UBS Group
10
UBS Group
Switzerland
$38.9K +$24K +1,505 +196%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23K +$15.5K +976 +283%
CAL
12
Capital Analysts LLC
Pennsylvania
$12K
ME
13
McIlrath & Eck
Washington
$11.2K
BFEC
14
Benjamin F. Edwards & Company
Missouri
$10K
IA
15
IFP Advisors
Florida
$9.69K
GC
16
Gould Capital
Washington
$8.56K
ASN
17
Advisory Services Network
Georgia
$7.02K +$6.53K +410 New
Osaic Holdings
18
Osaic Holdings
Arizona
$5K -$12.7K -800 -73%
SA
19
Scarborough Advisors
Maryland
$3.22K +$2.99K +188 New
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$1.35K
EWM
21
EPG Wealth Management
Georgia
$471
Fidelity Investments
22
Fidelity Investments
Massachusetts
-$34 -2 Closed

FDRV Hedge Fund Activity: Q4 2023 in Review

22 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in Fidelity Electric Vehicles and Future Transportation ETF (FDRV) for Q4 2023, worth a combined $5.27M — up 121% from $2.39M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FDRV positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Jane Street, adding an estimated $1.33M. The largest seller was Osaic Holdings, cutting an estimated $12.7K.

  • 22 institutional investors held Fidelity Electric Vehicles and Future Transportation ETF (FDRV) as of Q4 2023, up from 18 in Q3 2023.
  • Funds reported $5.27M of Fidelity Electric Vehicles and Future Transportation ETF stock for Q4 2023, up 121% quarter-over-quarter.
  • 5 funds opened new Fidelity Electric Vehicles and Future Transportation ETF positions in Q4 2023 and 1 closed out, a net change of +4 holders.
  • The largest Fidelity Electric Vehicles and Future Transportation ETF buyer in Q4 2023 was Jane Street, an estimated $1.33M added.
  • The largest Fidelity Electric Vehicles and Future Transportation ETF seller in Q4 2023 was Osaic Holdings, an estimated $12.7K sold.

Based on aggregated 13F filings for Q4 2023.