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Fidelity Dividend ETF for Rising Rates

88 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, 22 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0.95% less ownership

Funds ownership: 33.6%32.65% (-0.95%)

2% less capital invested

Capital invested by funds: $179M → $176M (-$3.16M)

1% less funds holding

Funds holding: 8988 (-1)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $19K

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% 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
22
Reduced
33
Closed
7
Calls
Puts
$19K
Net Calls
-$19K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$1.07M -$3.57M -76,573 -78%
MML Investors Services
27
MML Investors Services
Massachusetts
$998K -$298K -6,376 -24%
SFPG
28
Stonebridge Financial Planning Group
Florida
$924K +$7.79K +167 +0.9%
GIA
29
Gladstone Institutional Advisory
Florida
$762K -$11.7K -250 -2%
FTUS
30
Flow Traders U.S.
New York
$681K +$659K +14,110 New
MWM
31
Mascoma Wealth Management
New Hampshire
$666K -$546K -11,693 -46%
IAN
32
Integrated Advisors Network
Texas
$642K
HA
33
Herold Advisors
New York
$594K
LWM
34
LJI Wealth Management
Indiana
$557K -$7.33K -157 -1%
Stifel Financial
35
Stifel Financial
Missouri
$545K -$57.3K -1,227 -10%
JIP
36
Jaffetilchin Investment Partners
Florida
$516K +$2.1K +45 +0.4%
JWCA
37
J.W. Cole Advisors
Florida
$492K -$242K -5,192 -34%
PS
38
Principal Securities
Iowa
$487K +$70.8K +1,518 +18%
IWC
39
Integrated Wealth Concepts
Massachusetts
$475K -$61.2K -1,312 -12%
AAS
40
Avantax Advisory Services
Texas
$475K +$57.4K +1,230 +14%
TI
41
Tidal Investments
Wisconsin
$436K +$193K +4,140 +84%
AWA
42
Arkadios Wealth Advisors
Georgia
$436K -$141K -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 -$66.1K -1,416 -17%
AWM
47
Axxcess Wealth Management
California
$308K
LC
48
Landaas & Company
Wisconsin
$292K +$283K +6,060 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$285K -$27.9K -598 -9%
1WA
50
180 Wealth Advisors
Washington
$284K -$4.67K -100 -2%

FDRR Hedge Fund Activity: Q2 2024 in Review

88 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2024, worth a combined $176M — down 1.8% from $179M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDRR positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 33 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $2.97M. The largest seller was Jane Street, cutting an estimated $3.57M.

  • 88 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2024, down from 89 in Q1 2024.
  • Funds reported $176M of Fidelity Dividend ETF for Rising Rates stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 8 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2024 and 7 closed out, a net change of +1 holder.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2024 was Ameritas Advisory Services, an estimated $2.97M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2024 was Jane Street, an estimated $3.57M sold.

Based on aggregated 13F filings for Q2 2024.