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Fidelity Dividend ETF for Rising Rates
FDRR

89 hedge funds and large institutions have $179M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 86 → 89 (+3)

1% more capital invested

Capital invested by funds: $178M → $179M (+$907K)

0.19% less ownership

Funds ownership: 33.79% → 33.6% (-0.19%)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$9.18M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.07M
3
KAS
Kestra Advisory Services
Texas
+$925K
4
CA
Cetera Advisors
Colorado
+$884K
5
LPL Financial
LPL Financial
California
+$775K

Top Sellers

1
Jane Street
Jane Street
New York
-$12.6M
2
Morgan Stanley
Morgan Stanley
New York
-$4.35M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.45M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.02M
5
Bank of America
Bank of America
North Carolina
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
51
Western Wealth Management
Colorado
$277K +$717 +16 +0.3%
1WA
52
180 Wealth Advisors
Washington
$272K -$2.69K -60 -1%
OMC
53
Old Mission Capital
Illinois
$268K -$1.06M -23,615 -80%
CFD
54
Creative Financial Designs
Indiana
$261K -$226K -5,053 -47%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$256K -$24K -535 -9%
PWA
56
Primoris Wealth Advisors
Florida
$251K -$153K -3,418 -39%
Goldman Sachs
57
Goldman Sachs
New York
$248K – – –
HAS
58
HBW Advisory Services
California
$243K – – –
IFG
59
Independent Financial Group
California
$232K +$1.17K +26 +0.5%
TI
60
Tidal Investments
Wisconsin
$228K +$220K +4,905 New
CA
61
CoreCap Advisors
Michigan
$216K -$13.1K -292 -6%
WS
62
Wedbush Securities
California
$214K – – –
Truist Financial
63
Truist Financial
North Carolina
$211K -$32.3K -722 -14%
SF
64
Synovus Financial
Georgia
$211K +$203K +4,523 New
DJSG
65
D.J. St. Germain
Massachusetts
$173K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$161K +$98K +2,188 +172%
WP
67
WealthShield Partners
North Carolina
$149K – – –
EW
68
Element Wealth
Mississippi
$121K – – –
GWM
69
Geneos Wealth Management
Colorado
$74.5K – – –
AF
70
Allworth Financial
California
$71.5K +$68.8K +1,537 New
IA
71
IFP Advisors
Florida
$68.5K +$358 +8 +0.5%
CFGS
72
Concourse Financial Group Securities
Alabama
$54.9K – – –
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$48.4K +$46.9K +1,046 New
AF
74
Advisornet Financial
Minnesota
$46.7K – – –
CTA
75
Colonial Trust Advisors
South Carolina
$24K – – –
1 2
3
4

FDRR Hedge Fund Activity: Q1 2024 in Review

89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2024, worth a combined $179M — up 0.51% from $178M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FDRR positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $9.18M. The largest seller was Jane Street, cutting an estimated $12.6M.

  • 89 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $179M of Fidelity Dividend ETF for Rising Rates stock for Q1 2024, up 0.51% quarter-over-quarter.
  • 10 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2024 and 7 closed out, a net change of +3 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2024 was Ameritas Advisory Services, an estimated $9.18M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2024 was Jane Street, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2024.