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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

87 hedge funds and large institutions have $176M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
33
Closed
7
Calls
–
Puts
$19K
Net Calls
-$19K
Net Calls Change
-$19K

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$38.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.44M
3
EWA
3
EP Wealth Advisors
California
$20M
4
FTUS
4
Flow Traders U.S.
New York
$681K
5
AA
5
Axiom Advisory
California
$334K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.23M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
BBL
4
Beck Bode LLC
Massachusetts
$2.14M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$1.07M -$3.69M -76,573 -78%
MML Investors Services
27
MML Investors Services
Massachusetts
$998K -$308K -6,376 -24%
SFPG
28
Stonebridge Financial Planning Group
Florida
$924K +$8.06K +167 +0.9%
GIA
29
Gladstone Institutional Advisory
Florida
$762K -$12.1K -250 -2%
FTUS
30
Flow Traders U.S.
New York
$681K +$681K +14,110 New
MWM
31
Mascoma Wealth Management
New Hampshire
$666K -$564K -11,693 -46%
IAN
32
Integrated Advisors Network
Texas
$642K – – –
HA
33
Herold Advisors
New York
$594K – – –
LWM
34
LJI Wealth Management
Indiana
$557K -$7.58K -157 -1%
Stifel Financial
35
Stifel Financial
Missouri
$545K -$59.2K -1,227 -10%
JIP
36
Jaffetilchin Investment Partners
Florida
$516K +$2.17K +45 +0.4%
JWCA
37
J.W. Cole Advisors
Florida
$492K -$251K -5,192 -34%
PS
38
Principal Securities
Iowa
$487K +$73.2K +1,518 +18%
IWC
39
Integrated Wealth Concepts
Massachusetts
$475K -$63.3K -1,312 -12%
AAS
40
Avantax Advisory Services
Texas
$475K +$59.3K +1,230 +14%
TI
41
Tidal Investments
Wisconsin
$436K +$200K +4,140 +84%
AWA
42
Arkadios Wealth Advisors
Georgia
$436K -$146K -3,016 -25%
BLC
43
Brown, Lisle/Cummings
Rhode Island
$425K – – –
SS
44
Sunbelt Securities
Texas
$385K – – –
AA
45
Axiom Advisory
California
$334K +$334K +7,147 New
SPC
46
Sigma Planning Corp
Michigan
$326K -$68.3K -1,416 -17%
AWM
47
Axxcess Wealth Management
California
$308K – – –
LC
48
Landaas & Company
Wisconsin
$292K +$292K +6,060 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$285K -$28.9K -598 -9%
1WA
50
180 Wealth Advisors
Washington
$284K -$4.95K -100 -2%
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