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Fidelity Electric Vehicles and Future Transportation ETF

16 hedge funds and large institutions have $3.25M invested in Fidelity Electric Vehicles and Future Transportation ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

0.97% less ownership

Funds ownership: 10.92%9.95% (-0.97%)

16% less funds holding

Funds holding: 1916 (-3)

21% less capital invested

Capital invested by funds: $4.13M → $3.25M (-$880K)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
16
Holders Change
-3
Holders Change %
-15.79%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1M +$188K +13,556 +22%
Jane Street
2
Jane Street
New York
$811K -$133K -9,588 -14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$671K +$2.76K +199 +0.4%
Citadel Advisors
4
Citadel Advisors
Florida
$467K -$176K -12,652 -27%
WWP
5
Walden Wealth Partners
Ohio
$162K
Bank of America
6
Bank of America
North Carolina
$38.3K -$11.4K -822 -22%
SRCM
7
Signature Resources Capital Management
California
$31.3K
Morgan Stanley
8
Morgan Stanley
New York
$24.9K +$10.6K +762 +69%
CAL
9
Capital Analysts LLC
Pennsylvania
$9K
IA
10
IFP Advisors
Florida
$7.54K
FFA
11
Farther Finance Advisors
California
$7.34K +$7.63K +550 New
GC
12
Gould Capital
Washington
$6.66K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4K -$16.5K -1,186 -77%
UBS Group
14
UBS Group
Switzerland
$1.82K +$1.9K +137 New
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$1.05K
EWM
16
EPG Wealth Management
Georgia
$442 -$458 -33 Closed
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
-$223K -15,352 Closed
Osaic Holdings
18
Osaic Holdings
Arizona
-$4.24K -292 Closed
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
-$29 -2 Closed
MFA
20
McClarren Financial Advisors
Pennsylvania
+$139 +10 +333%

FDRV Hedge Fund Activity: Q2 2024 in Review

16 of the 6,930 institutional investors tracked by Wall St. Rank reported a position in Fidelity Electric Vehicles and Future Transportation ETF (FDRV) for Q2 2024, worth a combined $3.25M — down 21% from $4.13M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FDRV and 2 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, adding an estimated $188K. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $223K sold.

  • 16 institutional investors held Fidelity Electric Vehicles and Future Transportation ETF (FDRV) as of Q2 2024, down from 19 in Q1 2024.
  • Funds reported $3.25M of Fidelity Electric Vehicles and Future Transportation ETF stock for Q2 2024, down 21% quarter-over-quarter.
  • 2 funds opened new Fidelity Electric Vehicles and Future Transportation ETF positions in Q2 2024 and 4 closed out, a net change of -2 holders.
  • The largest Fidelity Electric Vehicles and Future Transportation ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $188K added.
  • The largest Fidelity Electric Vehicles and Future Transportation ETF seller in Q2 2024 was Cetera Investment Advisers, an estimated $223K sold.

Based on aggregated 13F filings for Q2 2024.