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Fidelity Dividend ETF for Rising Rates
FDRR

85 hedge funds and large institutions have $155M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $138M → $155M (+$17.2M)

4.94% more ownership

Funds ownership: 26.23% → 31.17% (+4.9%)

0% more funds holding

Funds holding: 85 → 85 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

34% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 35

Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$27M
2
Jane Street
Jane Street
New York
+$3.75M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.25M
4
LPL Financial
LPL Financial
California
+$661K
5
GP
Geneva Partners
Wisconsin
+$484K

Top Sellers

1
EWA
EP Wealth Advisors
California
-$3.63M
2
AAS
Avantax Advisory Services
Texas
-$2.05M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.22M
4
Bank of America
Bank of America
North Carolina
-$831K
5
Osaic Holdings
Osaic Holdings
Arizona
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.05M -$245K -5,869 -18%
AAS
27
Avantax Advisory Services
Texas
$981K -$2.05M -49,156 -67%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$893K -$202K -4,846 -18%
SXL
29
Summit X LLC
Missouri
$833K -$72.6K -1,743 -8%
LNC
30
Lincoln National Corp
Pennsylvania
$797K -$17.2K -412 -2%
SFPG
31
Stonebridge Financial Planning Group
Florida
$748K -$35.5K -851 -4%
JWCA
32
J.W. Cole Advisors
Florida
$668K -$2.88K -69 -0.4%
GIA
33
Gladstone Institutional Advisory
Florida
$660K +$111K +2,662 +19%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$641K – – –
IAN
35
Integrated Advisors Network
Texas
$529K +$4.17K +100 +0.8%
LWM
36
LJI Wealth Management
Indiana
$509K -$13.3K -320 -2%
HA
37
Herold Advisors
New York
$490K – – –
AWA
38
Arkadios Wealth Advisors
Georgia
$488K +$115K +2,755 +29%
CFD
39
Creative Financial Designs
Indiana
$460K +$1.75K +42 +0.4%
JIP
40
Jaffetilchin Investment Partners
Florida
$425K +$375 +9 +0.1%
Truist Financial
41
Truist Financial
North Carolina
$421K +$210K +5,040 +91%
MAM
42
MWA Asset Management
Massachusetts
$407K +$427K +10,243 New
Stifel Financial
43
Stifel Financial
Missouri
$400K +$50.3K +1,206 +14%
IWC
44
Integrated Wealth Concepts
Massachusetts
$391K +$292 +7 +0.1%
PWA
45
Primoris Wealth Advisors
Florida
$387K -$81.2K -1,948 -17%
SPC
46
Sigma Planning Corp
Michigan
$384K -$26.1K -626 -6%
CAN
47
Cetera Advisor Networks
California
$381K -$33.1K -794 -8%
GJIA
48
Glass Jacobson Investment Advisors
Maryland
$372K +$4.38K +105 +1%
TCM
49
Triumph Capital Management
Colorado
$357K +$38.6K +927 +12%
CFS
50
CRA Financial Services
New Jersey
$330K -$18.7K -448 -5%
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FDRR Hedge Fund Activity: Q3 2023 in Review

85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2023, worth a combined $155M — up 12% from $138M a quarter earlier.

Fund positioning in FDRR was balanced in Q3 2023: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 35 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $27M. The largest seller was EP Wealth Advisors, cutting an estimated $3.63M.

  • 85 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $155M of Fidelity Dividend ETF for Rising Rates stock for Q3 2023, up 12% quarter-over-quarter.
  • 8 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2023 and 8 closed out, a net change of 0 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2023 was Ameritas Advisory Services, an estimated $27M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2023 was EP Wealth Advisors, an estimated $3.63M sold.

Based on aggregated 13F filings for Q3 2023.