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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

83 hedge funds and large institutions have $145M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
34
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$10.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.05M
3
LPL Financial
3
LPL Financial
California
$6.57M
4
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$10.7M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.05M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.07M
2
Bank of America
2
Bank of America
North Carolina
$16M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.6M
4
BBL
4
Beck Bode LLC
Massachusetts
$4.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.16M +$190K +5,368 +20%
Jane Street
27
Jane Street
New York
$1.07M -$3.63M -102,478 -77%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$1.05M +$1.05M +29,671 New
WWM
29
Western Wealth Management
Colorado
$926K +$129K +3,624 +16%
PWA
30
Primoris Wealth Advisors
Florida
$895K -$93K -2,573 -9%
OMC
31
Old Mission Capital
Illinois
$810K +$810K +22,825 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$794K -$198K -5,586 -20%
SPC
33
Sigma Planning Corp
Michigan
$736K +$3.55K +100 +0.5%
LNC
34
Lincoln National Corp
Pennsylvania
$696K +$97.6K +2,750 +16%
JWCA
35
J.W. Cole Advisors
Florida
$673K +$12.3K +347 +2%
NA
36
NewEdge Advisors
Louisiana
$626K +$119K +3,351 +23%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$576K -$6.64K -187 -1%
SFPG
38
Stonebridge Financial Planning Group
Florida
$566K +$32K +904 +6%
GIA
39
Gladstone Institutional Advisory
Florida
$484K +$37.6K +1,060 +8%
HA
40
Herold Advisors
New York
$481K – – –
IAN
41
Integrated Advisors Network
Texas
$421K – – –
CFD
42
Creative Financial Designs
Indiana
$415K -$34K -958 -8%
JIP
43
Jaffetilchin Investment Partners
Florida
$378K +$2.84K +80 +0.8%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$359K +$123K +3,475 +52%
CFS
45
CRA Financial Services
New Jersey
$351K -$3.47K -98 -1%
IWC
46
Integrated Wealth Concepts
Massachusetts
$339K +$248 +7 +0.1%
AWA
47
Arkadios Wealth Advisors
Georgia
$333K +$1.63K +46 +0.5%
CAN
48
Cetera Advisor Networks
California
$327K -$28.4K -801 -8%
BRWA
49
B. Riley Wealth Advisors
Florida
$321K -$24.5K -690 -7%
Stifel Financial
50
Stifel Financial
Missouri
$306K +$18.1K +509 +6%
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