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Fidelity Dividend ETF for Rising Rates

49 hedge funds and large institutions have $67.3M invested in Fidelity Dividend ETF for Rising Rates in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $62.5M → $67.3M (+$4.76M)

1.58% more ownership

Funds ownership: 22.33%23.9% (+1.6%)

0% more funds holding

Funds holding: 4949 (0)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
26
Jaffetilchin Investment Partners
Florida
$332K -$26.9K -832 -8%
CA
27
Cambridge Advisors
Nebraska
$329K +$2.36K +73 +0.7%
SFS
28
Sowell Financial Services
Arkansas
$269K +$113K +3,513 +74%
SS
29
Sunbelt Securities
Texas
$267K +$4.59K +142 +2%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$240K -$5.43K -168 -2%
RJA
31
Raymond James & Associates
Florida
$220K -$196K -6,056 -47%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$184K +$59.9K +1,854 +49%
FHA
33
Flagship Harbor Advisors
Massachusetts
$184K +$96.1K +2,975 +110%
GWM
34
Geneos Wealth Management
Colorado
$79K
HWA
35
HHM Wealth Advisors
Tennessee
$60K +$388 +12 +0.7%
CAL
36
Capital Analysts LLC
Pennsylvania
$52K
CFGS
37
Concourse Financial Group Securities
Alabama
$37K -$12.9K -400 -26%
Wells Fargo
38
Wells Fargo
California
$19K +$2.78K +86 +17%
ASN
39
Advisory Services Network
Georgia
$17K +$16.7K +516 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$16K
APA
41
American Portfolios Advisors
New York
$15.3K +$4.91K +152 +48%
WCG
42
Weaver Consulting Group
California
$10K
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$6K
HI
44
Hudock Inc
Pennsylvania
$3K
FFA
45
Founders Financial Alliance
North Carolina
$3K +$2.58K +80 New
IA
46
IFP Advisors
Florida
$2K
BWM
47
BerganKDV Wealth Management
Minnesota
$1K +$32 +1 +3%
TWA
48
TCI Wealth Advisors
Arizona
$1K +$969 +30 New
F
49
F3Logic
Minnesota
$220 -$31.6K -979 -13%
JWCA
50
J.W. Cole Advisors
Florida
-$383K -12,459 Closed

FDRR Hedge Fund Activity: Q3 2020 in Review

49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2020, worth a combined $67.3M — up 7.6% from $62.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FDRR positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.84M. The largest seller was Bank of America, cutting an estimated $1.35M.

  • 49 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $67.3M of Fidelity Dividend ETF for Rising Rates stock for Q3 2020, up 7.6% quarter-over-quarter.
  • 5 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2020 and 4 closed out, a net change of +1 holder.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2020 was Raymond James Financial Services Advisors, an estimated $1.84M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2020 was Bank of America, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2020.