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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

90 hedge funds and large institutions have $182M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
28
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$42.9M
2
FTUS
2
Flow Traders U.S.
New York
$2.57M
3
Jane Street
3
Jane Street
New York
$2.05M
4
LPL Financial
4
LPL Financial
California
$8.59M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.8M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.49M
5
BBL
5
Beck Bode LLC
Massachusetts
$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
26
Summit X LLC
Missouri
$1.09M -$91.1K -1,888 -8%
MML Investors Services
27
MML Investors Services
Massachusetts
$993K -$72.6K -1,409 -7%
SFPG
28
Stonebridge Financial Planning Group
Florida
$985K -$773 -15 -0.1%
GIA
29
Gladstone Institutional Advisory
Florida
$813K +$51 +1 +0%
IAN
30
Integrated Advisors Network
Texas
$685K – – –
HA
31
Herold Advisors
New York
$634K – – –
Stifel Financial
32
Stifel Financial
Missouri
$625K +$43.6K +847 +7%
LWM
33
LJI Wealth Management
Indiana
$594K +$361 +7 +0.1%
AAS
34
Avantax Advisory Services
Texas
$565K +$58.6K +1,138 +12%
JIP
35
Jaffetilchin Investment Partners
Florida
$554K +$3.04K +59 +0.6%
PS
36
Principal Securities
Iowa
$529K +$9.99K +194 +2%
MWM
37
Mascoma Wealth Management
New Hampshire
$522K -$189K -3,662 -27%
JWCA
38
J.W. Cole Advisors
Florida
$513K -$11.9K -232 -2%
IWC
39
Integrated Wealth Concepts
Massachusetts
$482K -$25.3K -491 -5%
AWA
40
Arkadios Wealth Advisors
Georgia
$465K -$206 -4 -0%
BLC
41
Brown, Lisle/Cummings
Rhode Island
$448K -$5.15K -100 -1%
SS
42
Sunbelt Securities
Texas
$411K – – –
AA
43
Axiom Advisory
California
$363K +$7.65K +154 +2%
SPC
44
Sigma Planning Corp
Michigan
$348K +$412 +8 +0.1%
AWM
45
Axxcess Wealth Management
California
$329K – – –
LC
46
Landaas & Company
Wisconsin
$312K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$304K – – –
CFD
48
Creative Financial Designs
Indiana
$296K +$23.2K +450 +9%
Truist Financial
49
Truist Financial
North Carolina
$292K +$2.47K +48 +0.9%
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$286K +$1.44K +28 +0.5%
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