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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

91 hedge funds and large institutions have $142M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
31
Reduced
32
Closed
6
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$23M
2
Jane Street
2
Jane Street
New York
$14.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.32M
4
SXL
4
Summit X LLC
Missouri
$780K
5
NA
5
NewEdge Advisors
Louisiana
$1.43M

Top Sellers

1
MWM
1
Mascoma Wealth Management
New Hampshire
$4.55M
2
Citadel Advisors
2
Citadel Advisors
Florida
$426K
3
LPL Financial
3
LPL Financial
California
$5.36M
4
PAG
4
Private Advisor Group
New Jersey
$7.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.1M 27,038 +975 +4%
SFPG
27
Stonebridge Financial Planning Group
Florida
$780K 19,194 +1,727 +10%
SXL
28
Summit X LLC
Missouri
$780K 19,173 +19,173 New
LNC
29
Lincoln National Corp
Pennsylvania
$737K 18,127 +113 +0.6%
JWCA
30
J.W. Cole Advisors
Florida
$703K 17,301 +360 +2%
OMC
31
Old Mission Capital
Illinois
$682K 16,761 -6,064 -27%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$618K 15,208 +285 +2%
Truist Financial
33
Truist Financial
North Carolina
$609K 14,973 +9,275 +163%
SPC
34
Sigma Planning Corp
Michigan
$603K 14,836 -7,878 -35%
PWA
35
Primoris Wealth Advisors
Florida
$581K 14,296 -5,792 -29%
GIA
36
Gladstone Institutional Advisory
Florida
$555K 13,660 +2 +0%
LWM
37
LJI Wealth Management
Indiana
$551K 13,549 +622 +5%
IAN
38
Integrated Advisors Network
Texas
$522K 12,850 +175 +1%
HA
39
Herold Advisors
New York
$501K 12,320 -1,250 -9%
CFD
40
Creative Financial Designs
Indiana
$446K 10,977 -621 -5%
CAN
41
Cetera Advisor Networks
California
$436K 10,732 +696 +7%
JIP
42
Jaffetilchin Investment Partners
Florida
$431K 10,595 +97 +0.9%
Citadel Advisors
43
Citadel Advisors
Florida
$426K 10,481 -39,502 -79%
WWM
44
Western Wealth Management
Colorado
$411K 10,100 -3 -0%
IWC
45
Integrated Wealth Concepts
Massachusetts
$399K 9,806 +234 +2%
CFS
46
CRA Financial Services
New Jersey
$398K 9,785 -48 -0.5%
AWA
47
Arkadios Wealth Advisors
Georgia
$385K 9,470 +57 +0.6%
Stifel Financial
48
Stifel Financial
Missouri
$373K 9,185 +626 +7%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$356K 8,762 +12 +0.1%
TCM
50
Triumph Capital Management
Colorado
$354K 8,694 +1,083 +14%
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