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Fidelity Dividend ETF for Rising Rates
FDRR

50 hedge funds and large institutions have $111M invested in Fidelity Dividend ETF for Rising Rates in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

19% more funds holding

Funds holding: 42 → 50 (+8)

17% more capital invested

Capital invested by funds: $95.1M → $111M (+$15.9M)

0.59% more ownership

Funds ownership: 28.83% → 29.42% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
21
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
+$3.17M
2
Bank of America
Bank of America
North Carolina
+$1.53M
3
RJA
Raymond James & Associates
Florida
+$1.52M
4
UBS Group
UBS Group
Switzerland
+$1.28M
5
Citadel Advisors
Citadel Advisors
Florida
+$870K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.39M
2
CA
Cetera Advisors
Colorado
-$1.13M
3
GFPC
Global Financial Private Capital
Florida
-$294K
4
FAAS
First Allied Advisory Services
California
-$131K
5
F
F3Logic
Minnesota
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$252K +$81.9K +2,578 +50%
FC
27
Financial Consulate
Maryland
$250K +$28.4K +895 +13%
PAG
28
Private Advisor Group
New Jersey
$249K +$244K +7,682 New
Fidelity Investments
29
Fidelity Investments
Massachusetts
$226K +$221K +6,966 New
AI
30
Atria Investments
North Carolina
$222K +$6.99K +220 +3%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$213K +$209K +6,589 New
AG
32
Advisor Group
Arizona
$101K +$7.95K +250 +9%
FHA
33
Flagship Harbor Advisors
Massachusetts
$75K +$15.9K +500 +28%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$57.7K – – –
GWM
35
Geneos Wealth Management
Colorado
$56K – – –
SWP
36
Stratos Wealth Partners
Ohio
$53K +$52.4K +1,650 New
Wells Fargo
37
Wells Fargo
California
$51K – – –
MIFH
38
Migdal Insurance & Financial Holdings
Israel
$42K – – –
ASN
39
Advisory Services Network
Georgia
$26K +$6.45K +203 +33%
AIL
40
AGF Investments LLC
Ontario, Canada
$24K +$159 +5 +0.7%
CFD
41
Creative Financial Designs
Indiana
$23K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$16K – – –
CFG
43
Citizens Financial Group
Rhode Island
$16K +$16.1K +507 New
MWM
44
Mascoma Wealth Management
New Hampshire
$7K – – –
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$7K +$32 +1 +0.5%
MWPCG
46
Measured Wealth Private Client Group
New Hampshire
$6K +$6.36K +200 New
Morgan Stanley
47
Morgan Stanley
New York
$6K +$6.36K +200 New
APA
48
American Portfolios Advisors
New York
$5.73K -$95 -3 -2%
AIM
49
Advantage Investment Management
Iowa
$5K +$4.77K +150 New
BWM
50
BerganKDV Wealth Management
Minnesota
$1K – – –
1
2
3

FDRR Hedge Fund Activity: Q3 2018 in Review

50 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2018, worth a combined $111M — up 17% from $95.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDRR positions and 4 closed out — a net gain of 8 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was BB&T Securities, adding an estimated $3.17M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.39M.

  • 50 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2018, up from 42 in Q2 2018.
  • Funds reported $111M of Fidelity Dividend ETF for Rising Rates stock for Q3 2018, up 17% quarter-over-quarter.
  • 12 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2018 and 4 closed out, a net change of +8 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2018 was BB&T Securities, an estimated $3.17M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2018.