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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

51 hedge funds and large institutions have $108M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
18
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.49M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.57M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.56M
4
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$1.72M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$5.07M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.7M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$4.01M
3
Morgan Stanley
3
Morgan Stanley
New York
$165K
4
Citadel Advisors
4
Citadel Advisors
Florida
$977K
5
RJA
5
Raymond James & Associates
Florida
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
F
26
F3Logic
Minnesota
$581K -$109K -3,425 -16%
CA
27
Cetera Advisors
Colorado
$342K -$16.4K -511 -5%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$330K +$143K +4,492 +77%
BPWA
29
Beacon Pointe Wealth Advisors
California
$308K +$56K +1,750 +22%
LC
30
Lavaca Capital
Texas
$297K – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$292K +$292K +9,138 New
CA
32
Cambridge Advisors
Nebraska
$271K +$271K +8,495 New
SS
33
Sunbelt Securities
Texas
$263K +$2.55K +80 +1%
DWM
34
Darwin Wealth Management
Florida
$259K -$11.2K -352 -4%
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$243K -$5.19K -163 -2%
BTS
36
BB&T Securities
Virginia
$226K -$159 -5 -0.1%
AI
37
Atria Investments
North Carolina
$204K -$5.55K -179 -3%
Morgan Stanley
38
Morgan Stanley
New York
$165K -$1.14M -35,817 -87%
AG
39
Advisor Group
Arizona
$115K -$1.86K -58 -2%
FHA
40
Flagship Harbor Advisors
Massachusetts
$73K – – –
RCAG
41
Rehmann Capital Advisory Group
Michigan
$56.9K – – –
MIFH
42
Migdal Insurance & Financial Holdings
Israel
$47K – – –
BCI
43
Brinker Capital Investments
Pennsylvania
$41K +$41K +1,286 New
WCG
44
Weaver Consulting Group
California
$31K – – –
ASN
45
Advisory Services Network
Georgia
$28K +$189 +6 +0.7%
AIL
46
AGF Investments LLC
Ontario, Canada
$24K – – –
AIM
47
Advantage Investment Management
Iowa
$21K – – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$16K -$91.7K -2,980 -85%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$16K – – –
LWANC
50
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5K +144 New
1
2
3