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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

85 hedge funds and large institutions have $178M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
37
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$16.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.19M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.99M
4
EWA
4
EP Wealth Advisors
California
$16.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.86M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$22.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.65M
3
MWM
3
Mascoma Wealth Management
New Hampshire
$1.71M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.21M +$51.2K +1,166 +4%
LNC
27
Lincoln National Corp
Pennsylvania
$1.12M +$244K +5,546 +28%
SXL
28
Summit X LLC
Missouri
$1.03M +$114K +2,603 +12%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$988K +$1.54K +35 +0.2%
SFPG
30
Stonebridge Financial Planning Group
Florida
$843K +$17.6K +401 +2%
JWCA
31
J.W. Cole Advisors
Florida
$716K -$22.2K -506 -3%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$708K – – –
GIA
33
Gladstone Institutional Advisory
Florida
$704K -$24.3K -554 -3%
IAN
34
Integrated Advisors Network
Texas
$584K – – –
AAS
35
Avantax Advisory Services
Texas
$574K -$509K -11,586 -47%
HA
36
Herold Advisors
New York
$541K – – –
LWM
37
LJI Wealth Management
Indiana
$531K -$31.4K -716 -6%
AWA
38
Arkadios Wealth Advisors
Georgia
$528K -$11.5K -261 -2%
Stifel Financial
39
Stifel Financial
Missouri
$495K +$52.7K +1,200 +12%
CFD
40
Creative Financial Designs
Indiana
$468K -$39.4K -898 -8%
JIP
41
Jaffetilchin Investment Partners
Florida
$467K -$2.37K -54 -0.5%
IWC
42
Integrated Wealth Concepts
Massachusetts
$431K +$263 +6 +0.1%
TCM
43
Triumph Capital Management
Colorado
$398K +$3.91K +89 +1%
PWA
44
Primoris Wealth Advisors
Florida
$387K -$40.1K -914 -9%
PS
45
Principal Securities
Iowa
$380K +$380K +8,660 New
SS
46
Sunbelt Securities
Texas
$358K – – –
MAM
47
MWA Asset Management
Massachusetts
$320K -$130K -2,953 -29%
CAN
48
Cetera Advisor Networks
California
$305K -$115K -2,625 -27%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$305K -$25K -569 -8%
BLC
50
Brown, Lisle/Cummings
Rhode Island
$299K – – –
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