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Fidelity Electric Vehicles and Future Transportation ETF

17 hedge funds and large institutions have $2.51M invested in Fidelity Electric Vehicles and Future Transportation ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

6% more funds holding

Funds holding: 1617 (+1)

2.18% less ownership

Funds ownership: 9.95%7.77% (-2.2%)

23% less capital invested

Capital invested by funds: $3.25M → $2.51M (-$734K)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.34M +$263K +19,756 +26%
Jane Street
2
Jane Street
New York
$418K -$415K -31,171 -51%
WANY
3
Wealthspire Advisors (New York)
New York
$343K +$325K +24,370 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$279K -$407K -30,567 -61%
Bank of America
5
Bank of America
North Carolina
$42.8K +$2.22K +167 +6%
SRCM
6
Signature Resources Capital Management
California
$33.1K
Morgan Stanley
7
Morgan Stanley
New York
$26.3K +$13 +1 +0.1%
CAL
8
Capital Analysts LLC
Pennsylvania
$10K
IA
9
IFP Advisors
Florida
$7.96K
JIP
10
Jaffetilchin Investment Partners
Florida
$7.55K +$7.15K +537 New
GC
11
Gould Capital
Washington
$7.03K
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$1.11K
EWM
13
EPG Wealth Management
Georgia
$466 +$439 +33 New
HI
14
Harbour Investments
Wisconsin
$357 +$333 +25 New
AWM
15
Abound Wealth Management
Tennessee
$184 +$173 +13 New
UBS Group
16
UBS Group
Switzerland
$155 -$1.68K -126 -92%
Citadel Advisors
17
Citadel Advisors
Florida
-$467K -35,077 Closed
FFA
18
Farther Finance Advisors
California
-$7.34K -550 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
-$4K -345 Closed
MFA
20
McClarren Financial Advisors
Pennsylvania
+$13 +1 +8%

FDRV Hedge Fund Activity: Q3 2024 in Review

17 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in Fidelity Electric Vehicles and Future Transportation ETF (FDRV) for Q3 2024, worth a combined $2.51M — down 23% from $3.25M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FDRV positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $325K. The largest seller was Citadel Advisors, exiting entirely with an estimated $467K sold.

  • 17 institutional investors held Fidelity Electric Vehicles and Future Transportation ETF (FDRV) as of Q3 2024, up from 16 in Q2 2024.
  • Funds reported $2.51M of Fidelity Electric Vehicles and Future Transportation ETF stock for Q3 2024, down 23% quarter-over-quarter.
  • 5 funds opened new Fidelity Electric Vehicles and Future Transportation ETF positions in Q3 2024 and 3 closed out, a net change of +2 holders.
  • The largest Fidelity Electric Vehicles and Future Transportation ETF buyer in Q3 2024 was Wealthspire Advisors (New York), an estimated $325K added.
  • The largest Fidelity Electric Vehicles and Future Transportation ETF seller in Q3 2024 was Citadel Advisors, an estimated $467K sold.

Based on aggregated 13F filings for Q3 2024.