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Fidelity Dividend ETF for Rising Rates
FDRR

96 hedge funds and large institutions have $185M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

5% more funds holding

Funds holding: 91 → 96 (+5)

1.06% more ownership

Funds ownership: 32.6% → 33.65% (+1.1%)

2% more capital invested

Capital invested by funds: $182M → $185M (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
24
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$8.16M
2
SC
Sykon Capital
New York
+$710K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$433K
4
LPL Financial
LPL Financial
California
+$428K
5
SFG
Snider Financial Group
Washington
+$364K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.37M
2
Jane Street
Jane Street
New York
-$1.75M
3
FTUS
Flow Traders U.S.
New York
-$1.44M
4
EWA
EP Wealth Advisors
California
-$1.2M
5
PAG
Private Advisor Group
New Jersey
-$904K
Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
26
Summit X LLC
Missouri
$986K -$177K -3,372 -15%
SFPG
27
Stonebridge Financial Planning Group
Florida
$910K -$74.5K -1,421 -7%
GIA
28
Gladstone Institutional Advisory
Florida
$848K +$37.5K +714 +5%
SC
29
Sykon Capital
New York
$695K +$710K +13,528 New
IAN
30
Integrated Advisors Network
Texas
$683K – – –
Stifel Financial
31
Stifel Financial
Missouri
$641K +$17.6K +335 +3%
HA
32
Herold Advisors
New York
$633K – – –
PAS
33
PKS Advisory Services
New York
$555K +$567K +10,808 New
JIP
34
Jaffetilchin Investment Partners
Florida
$542K -$10.9K -207 -2%
BLC
35
Brown, Lisle/Cummings
Rhode Island
$534K +$89.2K +1,700 +20%
PS
36
Principal Securities
Iowa
$525K -$3.41K -65 -0.6%
IWC
37
Integrated Wealth Concepts
Massachusetts
$481K +$472 +9 +0.1%
AAS
38
Avantax Advisory Services
Texas
$471K -$95K -1,811 -16%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$442K +$142K +2,699 +46%
SPC
40
Sigma Planning Corp
Michigan
$430K +$84.3K +1,607 +24%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$424K +$433K +8,249 New
SS
42
Sunbelt Securities
Texas
$412K – – –
LWM
43
LJI Wealth Management
Indiana
$401K -$196K -3,739 -32%
MWM
44
Mascoma Wealth Management
New Hampshire
$395K -$128K -2,441 -24%
AWA
45
Arkadios Wealth Advisors
Georgia
$365K -$102K -1,944 -22%
JWCA
46
J.W. Cole Advisors
Florida
$360K -$155K -2,953 -30%
SFG
47
Snider Financial Group
Washington
$356K +$364K +6,932 New
CFB
48
Cullen/Frost Bankers
Texas
$344K +$177K +3,380 +102%
Jane Street
49
Jane Street
New York
$329K -$1.75M -33,365 -84%
AWM
50
Axxcess Wealth Management
California
$328K – – –
1
2
3 4

FDRR Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2024, worth a combined $185M — up 1.6% from $182M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDRR positions and 4 closed out — a net gain of 8 holders — while 24 added to existing stakes and 30 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $8.16M. The largest seller was Susquehanna International Group, cutting an estimated $2.37M.

  • 96 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $185M of Fidelity Dividend ETF for Rising Rates stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 12 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2024 was Ameritas Advisory Services, an estimated $8.16M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2024 was Susquehanna International Group, an estimated $2.37M sold.

Based on aggregated 13F filings for Q4 2024.