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Fidelity Dividend ETF for Rising Rates

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

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

31% more capital invested

Capital invested by funds: $126M → $165M (+$39.5M)

13% more funds holding

Funds holding: 7180 (+9)

4.68% more ownership

Funds ownership: 22.11%26.79% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.26%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$313K +$311K +7,035 New
CA
52
Cambridge Advisors
Nebraska
$298K +$1.59K +36 +0.5%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$296K +$294K +6,650 New
AWM
54
Axxcess Wealth Management
California
$286K -$12.1K -275 -4%
FHA
55
Flagship Harbor Advisors
Massachusetts
$284K +$2.78K +63 +1%
BLC
56
Brown, Lisle/Cummings
Rhode Island
$254K +$13.2K +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 -$1.99K -45 -0.9%
SF
61
Synovus Financial
Georgia
$210K
MCC
62
Money Concepts Capital
Florida
$179K +$173K +3,911 +3,492%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$108K +$77K +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 +$66.2K +1,500 +200%
IA
67
IFP Advisors
Florida
$60K +$83.3K +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 +$221 +5 +0.7%
CCA
71
Column Capital Advisors
Indiana
$31K
Wells Fargo
72
Wells Fargo
California
$22K -$14K -317 -39%
COCM
73
Charter Oak Capital Management
New Hampshire
$16K
EIP
74
Ellis Investment Partners
Pennsylvania
$13K +$4.5K +102 +50%
HNWAG
75
High Net Worth Advisory Group
Florida
$11K +$11K +250 New

FDRR Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2022, worth a combined $165M — up 31% from $126M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDRR positions and 5 closed out — a net gain of 9 holders — while 37 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $9.43M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $1.15M sold.

  • 80 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2022, up from 71 in Q4 2021.
  • Funds reported $165M of Fidelity Dividend ETF for Rising Rates stock for Q1 2022, up 31% quarter-over-quarter.
  • 14 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2022 and 5 closed out, a net change of +9 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2022 was Bank of America, an estimated $9.43M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2022 was CreativeOne Wealth, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2022.