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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

52 hedge funds and large institutions have $110M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
23
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GP
1
Geneva Partners
Wisconsin
$5.56M
2
Bank of America
2
Bank of America
North Carolina
$11.6M
3
UBS Group
3
UBS Group
Switzerland
$6.29M
4
LPL Financial
4
LPL Financial
California
$2.86M
5
Jane Street
5
Jane Street
New York
$1.01M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.99M
2
AIP
2
Ahrens Investment Partners
Louisiana
$8.41M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$435K +$34.5K +1,092 +9%
CFS
27
CRA Financial Services
New Jersey
$399K -$23.7K -750 -6%
CA
28
Cetera Advisors
Colorado
$355K +$444 +14 +0.1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$295K +$348 +11 +0.1%
LC
30
Lavaca Capital
Texas
$294K – – –
SFS
31
Sowell Financial Services
Arkansas
$280K +$36.9K +1,168 +15%
DWM
32
Darwin Wealth Management
Florida
$268K -$47.4K -1,499 -15%
SS
33
Sunbelt Securities
Texas
$258K +$17.4K +551 +7%
BPWA
34
Beacon Pointe Wealth Advisors
California
$248K – – –
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$246K -$575K -18,193 -70%
BTS
36
BB&T Securities
Virginia
$224K -$260K -8,237 -54%
AI
37
Atria Investments
North Carolina
$213K +$213K +6,758 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$185K +$45.2K +1,430 +32%
AG
39
Advisor Group
Arizona
$116K -$10.9K -344 -9%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$111K +$15.9K +500 +17%
FHA
41
Flagship Harbor Advisors
Massachusetts
$72K – – –
RCAG
42
Rehmann Capital Advisory Group
Michigan
$56.3K +$56.3K +1,783 New
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$47K – – –
WCG
44
Weaver Consulting Group
California
$31K +$31K +986 New
ASN
45
Advisory Services Network
Georgia
$28K +$158 +5 +0.6%
IA
46
IFP Advisors
Florida
$26K -$249K -7,902 -91%
AIL
47
AGF Investments LLC
Ontario, Canada
$24K +$344 +11 +1%
AIM
48
Advantage Investment Management
Iowa
$21K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$16K -$12.8K -400 -44%
BWM
50
BerganKDV Wealth Management
Minnesota
$1K – – –
1
2
3