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Fidelity Dividend ETF for Rising Rates
FDRR

89 hedge funds and large institutions have $179M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 86 → 89 (+3)

1% more capital invested

Capital invested by funds: $178M → $179M (+$907K)

0.19% less ownership

Funds ownership: 33.79% → 33.6% (-0.19%)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$9.18M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.07M
3
KAS
Kestra Advisory Services
Texas
+$925K
4
CA
Cetera Advisors
Colorado
+$884K
5
LPL Financial
LPL Financial
California
+$775K

Top Sellers

1
Jane Street
Jane Street
New York
-$12.6M
2
Morgan Stanley
Morgan Stanley
New York
-$4.35M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.45M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.02M
5
Bank of America
Bank of America
North Carolina
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.21M +$443K +9,894 +61%
MWM
27
Mascoma Wealth Management
New Hampshire
$1.19M -$599K -13,377 -34%
SXL
28
Summit X LLC
Missouri
$1.05M -$41.4K -924 -4%
Citadel Advisors
29
Citadel Advisors
Florida
$974K -$1.16M -25,963 -55%
CA
30
Cetera Advisors
Colorado
$919K +$884K +19,736 New
SFPG
31
Stonebridge Financial Planning Group
Florida
$883K -$10.4K -233 -1%
GIA
32
Gladstone Institutional Advisory
Florida
$747K +$45 +1 +0%
JWCA
33
J.W. Cole Advisors
Florida
$716K -$41.1K -917 -6%
IAN
34
Integrated Advisors Network
Texas
$619K – – –
Stifel Financial
35
Stifel Financial
Missouri
$583K +$56.2K +1,254 +11%
HA
36
Herold Advisors
New York
$573K – – –
AWA
37
Arkadios Wealth Advisors
Georgia
$561K +$1.79K +40 +0.3%
LWM
38
LJI Wealth Management
Indiana
$544K -$17.5K -390 -3%
IWC
39
Integrated Wealth Concepts
Massachusetts
$520K +$59.8K +1,335 +14%
JIP
40
Jaffetilchin Investment Partners
Florida
$496K +$537 +12 +0.1%
BLC
41
Brown, Lisle/Cummings
Rhode Island
$410K +$89.6K +2,000 +29%
AAS
42
Avantax Advisory Services
Texas
$401K -$200K -4,471 -34%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$399K +$231K +5,159 +151%
PS
44
Principal Securities
Iowa
$399K -$4.25K -95 -1%
SPC
45
Sigma Planning Corp
Michigan
$381K +$366K +8,174 New
SS
46
Sunbelt Securities
Texas
$372K -$7.12K -159 -2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$303K -$19.6K -438 -6%
AWM
48
Axxcess Wealth Management
California
$298K -$1.34K -30 -0.5%
PA
49
PFG Advisors
Arizona
$284K +$403 +9 +0.1%
CAN
50
Cetera Advisor Networks
California
$279K -$42.6K -952 -14%
1
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FDRR Hedge Fund Activity: Q1 2024 in Review

89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2024, worth a combined $179M — up 0.51% from $178M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FDRR positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $9.18M. The largest seller was Jane Street, cutting an estimated $12.6M.

  • 89 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $179M of Fidelity Dividend ETF for Rising Rates stock for Q1 2024, up 0.51% quarter-over-quarter.
  • 10 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2024 and 7 closed out, a net change of +3 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2024 was Ameritas Advisory Services, an estimated $9.18M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2024 was Jane Street, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2024.