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Fidelity Dividend ETF for Rising Rates
FDRR

85 hedge funds and large institutions have $155M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $138M → $155M (+$17.2M)

4.94% more ownership

Funds ownership: 26.23% → 31.17% (+4.9%)

0% more funds holding

Funds holding: 85 → 85 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

34% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 35

Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$27M
2
Jane Street
Jane Street
New York
+$3.75M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.25M
4
LPL Financial
LPL Financial
California
+$661K
5
GP
Geneva Partners
Wisconsin
+$484K

Top Sellers

1
EWA
EP Wealth Advisors
California
-$3.63M
2
AAS
Avantax Advisory Services
Texas
-$2.05M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.22M
4
Bank of America
Bank of America
North Carolina
-$831K
5
Osaic Holdings
Osaic Holdings
Arizona
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
51
Sunbelt Securities
Texas
$324K – – –
WWM
52
Western Wealth Management
Colorado
$322K -$57.8K -1,386 -15%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$299K -$42.3K -1,016 -12%
BLC
54
Brown, Lisle/Cummings
Rhode Island
$270K – – –
1WA
55
180 Wealth Advisors
Washington
$266K -$5.42K -130 -2%
AWM
56
Axxcess Wealth Management
California
$255K – – –
IFG
57
Independent Financial Group
California
$254K +$267K +6,396 New
PA
58
PFG Advisors
Arizona
$242K -$7.33K -176 -3%
CA
59
CoreCap Advisors
Michigan
$232K +$42.2K +1,013 +21%
HAS
60
HBW Advisory Services
California
$220K -$3K -72 -1%
Goldman Sachs
61
Goldman Sachs
New York
$212K – – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$136K -$624K -14,980 -82%
SOS
63
Silver Oak Securities
Tennessee
$134K +$140K +3,366 New
WP
64
WealthShield Partners
North Carolina
$128K – – –
Wells Fargo
65
Wells Fargo
California
$99.5K -$41.6K -999 -29%
EW
66
Element Wealth
Mississippi
$92.4K +$42 +1 +0%
IA
67
IFP Advisors
Florida
$89.2K +$333 +8 +0.4%
CTA
68
Colonial Trust Advisors
South Carolina
$84.4K – – –
GWM
69
Geneos Wealth Management
Colorado
$77.6K – – –
CFGS
70
Concourse Financial Group Securities
Alabama
$76.8K – – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$50K +$333 +8 +0.6%
AF
72
Advisornet Financial
Minnesota
$39.9K – – –
HI
73
Harbour Investments
Wisconsin
$22.7K +$167 +4 +0.7%
AAG
74
Armstrong Advisory Group
Massachusetts
$19.6K – – –
CCA
75
Column Capital Advisors
Indiana
$16K -$8.25K -198 -33%
1 2
3
4

FDRR Hedge Fund Activity: Q3 2023 in Review

85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2023, worth a combined $155M — up 12% from $138M a quarter earlier.

Fund positioning in FDRR was balanced in Q3 2023: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 35 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $27M. The largest seller was EP Wealth Advisors, cutting an estimated $3.63M.

  • 85 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $155M of Fidelity Dividend ETF for Rising Rates stock for Q3 2023, up 12% quarter-over-quarter.
  • 8 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2023 and 8 closed out, a net change of 0 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2023 was Ameritas Advisory Services, an estimated $27M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2023 was EP Wealth Advisors, an estimated $3.63M sold.

Based on aggregated 13F filings for Q3 2023.