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Fidelity Electric Vehicles and Future Transportation ETF

19 hedge funds and large institutions have $4.13M invested in Fidelity Electric Vehicles and Future Transportation ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.27% less ownership

Funds ownership: 11.19%10.92% (-0.27%)

14% less funds holding

Funds holding: 2219 (-3)

22% less capital invested

Capital invested by funds: $5.27M → $4.13M (-$1.14M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$1.02M -$741K -50,374 -42%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$896K +$389K +26,467 +75%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$730K -$65.5K -4,455 -8%
Citadel Advisors
4
Citadel Advisors
Florida
$693K +$33K +2,241 +5%
CAN
5
Cetera Advisor Networks
California
$223K +$6.34K +431 +3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$223K +$226K +15,352 New
WWP
7
Walden Wealth Partners
Ohio
$171K -$89.9K -6,115 -33%
Bank of America
8
Bank of America
North Carolina
$53.7K -$25.9K -1,760 -32%
SRCM
9
Signature Resources Capital Management
California
$40.3K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$22K +$3.09K +210 +16%
Morgan Stanley
11
Morgan Stanley
New York
$16.1K -$26.5K -1,804 -62%
CAL
12
Capital Analysts LLC
Pennsylvania
$10K
IA
13
IFP Advisors
Florida
$8.23K
GC
14
Gould Capital
Washington
$7.26K
Osaic Holdings
15
Osaic Holdings
Arizona
$4.24K
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$1.15K
MFA
17
McClarren Financial Advisors
Pennsylvania
$1K +$15 +1 +50%
EWM
18
EPG Wealth Management
Georgia
$481
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$29 +$29 +2 New
UBS Group
20
UBS Group
Switzerland
-$38.9K -2,272 Closed
ME
21
McIlrath & Eck
Washington
-$11.2K -655 Closed
BFEC
22
Benjamin F. Edwards & Company
Missouri
-$10K -573 Closed
ASN
23
Advisory Services Network
Georgia
-$7.02K -410 Closed
SA
24
Scarborough Advisors
Maryland
-$3.22K -188 Closed

FDRV Hedge Fund Activity: Q1 2024 in Review

19 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in Fidelity Electric Vehicles and Future Transportation ETF (FDRV) for Q1 2024, worth a combined $4.13M — down 22% from $5.27M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FDRV and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, adding an estimated $389K. The largest seller was Jane Street, cutting an estimated $741K.

  • 19 institutional investors held Fidelity Electric Vehicles and Future Transportation ETF (FDRV) as of Q1 2024, down from 22 in Q4 2023.
  • Funds reported $4.13M of Fidelity Electric Vehicles and Future Transportation ETF stock for Q1 2024, down 22% quarter-over-quarter.
  • 2 funds opened new Fidelity Electric Vehicles and Future Transportation ETF positions in Q1 2024 and 5 closed out, a net change of -3 holders.
  • The largest Fidelity Electric Vehicles and Future Transportation ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $389K added.
  • The largest Fidelity Electric Vehicles and Future Transportation ETF seller in Q1 2024 was Jane Street, an estimated $741K sold.

Based on aggregated 13F filings for Q1 2024.