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Fidelity Dividend ETF for Rising Rates

80 hedge funds and large institutions have $165M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

31% more capital invested

Capital invested by funds: $126M → $165M (+$39.5M)

13% more funds holding

Funds holding: 7180 (+9)

4.68% more ownership

Funds ownership: 22.11%26.79% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
37
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$1.27M +$1.26M +28,475 New
PWA
27
Primoris Wealth Advisors
Florida
$1.22M +$230K +5,202 +23%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$894K +$270K +6,112 +44%
SPC
29
Sigma Planning Corp
Michigan
$711K +$39.3K +891 +6%
MML Investors Services
30
MML Investors Services
Massachusetts
$698K +$465K +10,524 +204%
NA
31
NewEdge Advisors
Louisiana
$657K -$16.1K -365 -2%
HA
32
Herold Advisors
New York
$604K
JWCA
33
J.W. Cole Advisors
Florida
$603K +$7.55K +171 +1%
CFD
34
Creative Financial Designs
Indiana
$565K +$315K +7,128 +128%
GIA
35
Gladstone Institutional Advisory
Florida
$563K -$21.2K -481 -4%
IAN
36
Integrated Advisors Network
Texas
$529K +$1.1K +25 +0.2%
LNC
37
Lincoln National Corp
Pennsylvania
$499K +$233K +5,279 +89%
BRWA
38
B. Riley Wealth Advisors
Florida
$473K +$160K +3,629 +52%
1WA
39
180 Wealth Advisors
Washington
$463K -$16.1K -365 -3%
CAN
40
Cetera Advisor Networks
California
$443K -$95.8K -2,170 -18%
AWA
41
Arkadios Wealth Advisors
Georgia
$425K -$66.2K -1,500 -14%
IWC
42
Integrated Wealth Concepts
Massachusetts
$425K +$353 +8 +0.1%
JIP
43
Jaffetilchin Investment Partners
Florida
$424K -$3.49K -79 -0.7%
CFS
44
CRA Financial Services
New Jersey
$421K +$100K +2,276 +32%
WWM
45
Western Wealth Management
Colorado
$402K +$399K +9,044 New
ASN
46
Advisory Services Network
Georgia
$393K +$390K +8,835 New
SS
47
Sunbelt Securities
Texas
$379K
F
48
F3Logic
Minnesota
$353K -$25.8K -584 -7%
SOS
49
Silver Oak Securities
Tennessee
$328K +$327K +7,403 New
LB
50
Leo Brokerage
Texas
$319K +$316K +7,156 New

FDRR Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2022, worth a combined $165M — up 31% from $126M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDRR positions and 5 closed out — a net gain of 9 holders — while 37 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $9.43M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $1.15M sold.

  • 80 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2022, up from 71 in Q4 2021.
  • Funds reported $165M of Fidelity Dividend ETF for Rising Rates stock for Q1 2022, up 31% quarter-over-quarter.
  • 14 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2022 and 5 closed out, a net change of +9 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2022 was Bank of America, an estimated $9.43M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2022 was CreativeOne Wealth, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2022.