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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

80 hedge funds and large institutions have $165M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
37
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.4M
2
AAS
2
Avantax Advisory Services
Texas
$4.72M
3
MWM
3
Mascoma Wealth Management
New Hampshire
$13M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.2M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AIP
3
Ahrens Investment Partners
Louisiana
$2.11M
4
CA
4
CoreCap Advisors
Michigan
$0
5
CWG
5
Cornerstone Wealth Group
North Carolina
$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$313K +$313K +7,035 New
CA
52
Cambridge Advisors
Nebraska
$298K +$1.6K +36 +0.5%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$296K +$296K +6,650 New
AWM
54
Axxcess Wealth Management
California
$286K -$12.2K -275 -4%
FHA
55
Flagship Harbor Advisors
Massachusetts
$284K +$2.8K +63 +1%
BLC
56
Brown, Lisle/Cummings
Rhode Island
$254K +$13.4K +300 +6%
DIA
57
Dana Investment Advisors
Wisconsin
$246K – – –
Goldman Sachs
58
Goldman Sachs
New York
$237K – – –
SCA
59
Sage Capital Advisors
South Dakota
$222K – – –
CA
60
Cetera Advisors
Colorado
$217K -$2K -45 -0.9%
SF
61
Synovus Financial
Georgia
$210K – – –
MCC
62
Money Concepts Capital
Florida
$179K +$174K +3,911 +3,492%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$108K +$77.8K +1,744 +258%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$98K – – –
GWM
65
Geneos Wealth Management
Colorado
$97K -$45K -1,020 -32%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$83K +$55.3K +1,500 +200%
IA
67
IFP Advisors
Florida
$60K +$58K +1,887 +2,903%
CFGS
68
Concourse Financial Group Securities
Alabama
$51K – – –
EW
69
Element Wealth
Mississippi
$47K +$47K +1,065 New
APA
70
American Portfolios Advisors
New York
$31.9K +$223 +5 +0.7%
CCA
71
Column Capital Advisors
Indiana
$31K – – –
Wells Fargo
72
Wells Fargo
California
$22K -$13.9K -317 -39%
COCM
73
Charter Oak Capital Management
New Hampshire
$16K – – –
EIP
74
Ellis Investment Partners
Pennsylvania
$13K +$4.35K +102 +50%
HNWAG
75
High Net Worth Advisory Group
Florida
$11K +$11K +250 New
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