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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

85 hedge funds and large institutions have $178M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
37
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$16.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.19M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.99M
4
EWA
4
EP Wealth Advisors
California
$16.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.86M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$22.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.65M
3
MWM
3
Mascoma Wealth Management
New Hampshire
$1.71M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCIC
51
Kuhn & Co Investment Counsel
Illinois
$290K +$290K +6,614 New
AWM
52
Axxcess Wealth Management
California
$282K – – –
PA
53
PFG Advisors
Arizona
$267K +$527 +12 +0.2%
GJIA
54
Glass Jacobson Investment Advisors
Maryland
$265K -$146K -3,326 -36%
WWM
55
Western Wealth Management
Colorado
$260K -$94.8K -2,160 -27%
1WA
56
180 Wealth Advisors
Washington
$259K -$34.2K -780 -12%
HAS
57
HBW Advisory Services
California
$243K – – –
Goldman Sachs
58
Goldman Sachs
New York
$234K – – –
Truist Financial
59
Truist Financial
North Carolina
$231K -$234K -5,336 -50%
CA
60
CoreCap Advisors
Michigan
$217K -$39.8K -906 -16%
SPC
61
Stewart & Patten Company
California
$216K +$216K +4,922 New
WS
62
Wedbush Securities
California
$201K +$201K +4,587 New
DJSG
63
D.J. St. Germain
Massachusetts
$163K +$163K +3,713 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$150K +$746 +17 +0.5%
WP
65
WealthShield Partners
North Carolina
$141K – – –
EW
66
Element Wealth
Mississippi
$114K +$12.2K +277 +12%
GWM
67
Geneos Wealth Management
Colorado
$70.3K -$15.4K -350 -18%
IA
68
IFP Advisors
Florida
$64.3K -$34.2K -778 -35%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$56K +$264 +6 +0.5%
ASN
70
Advisory Services Network
Georgia
$54.3K +$54.3K +1,236 New
CFGS
71
Concourse Financial Group Securities
Alabama
$51.8K -$32.9K -750 -39%
AF
72
Advisornet Financial
Minnesota
$44K – – –
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$30.7K +$26.3K +599 +599%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$30K +$493 +500 +2%
CTA
75
Colonial Trust Advisors
South Carolina
$22.7K -$70.5K -1,605 -76%
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