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Fidelity Dividend ETF for Rising Rates

88 hedge funds and large institutions have $176M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0.95% less ownership

Funds ownership: 33.6%32.65% (-0.95%)

2% less capital invested

Capital invested by funds: $179M → $176M (-$3.16M)

1% less funds holding

Funds holding: 8988 (-1)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $19K

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
33
Closed
7
Calls
Puts
$19K
Net Calls
-$19K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$272K +$51.5K +1,103 +24%
GJIA
52
Glass Jacobson Investment Advisors
Maryland
$266K +$1.45K +31 +0.6%
Goldman Sachs
53
Goldman Sachs
New York
$257K +$140 +3 +0.1%
CFD
54
Creative Financial Designs
Indiana
$255K -$14.7K -315 -6%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$251K -$157K -3,370 -39%
HAS
56
HBW Advisory Services
California
$247K -$19.5K -418 -8%
IFG
57
Independent Financial Group
California
$242K +$1.12K +24 +0.5%
CAG
58
Csenge Advisory Group
Florida
$209K +$202K +4,337 New
WWM
59
Western Wealth Management
Colorado
$201K -$82.6K -1,770 -30%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$183K +$15.9K +340 +10%
DJSG
61
D.J. St. Germain
Massachusetts
$179K
WP
62
WealthShield Partners
North Carolina
$155K
EW
63
Element Wealth
Mississippi
$125K
GWM
64
Geneos Wealth Management
Colorado
$77.2K
AF
65
Allworth Financial
California
$75.8K
IA
66
IFP Advisors
Florida
$71.3K +$327 +7 +0.5%
LFG
67
Larson Financial Group
Missouri
$60.3K +$58.3K +1,250 New
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$51.2K
AF
69
Advisornet Financial
Minnesota
$48.4K
QCG
70
Quadrant Capital Group
Ohio
$48.3K +$46.7K +1,000 New
CTA
71
Colonial Trust Advisors
South Carolina
$24.9K
JP Morgan Chase
72
JP Morgan Chase
New York
$24.9K
HI
73
Harbour Investments
Wisconsin
$24.6K +$140 +3 +0.6%
AAG
74
Armstrong Advisory Group
Massachusetts
$23.8K
CFGS
75
Concourse Financial Group Securities
Alabama
$23.2K -$32.7K -700 -59%

FDRR Hedge Fund Activity: Q2 2024 in Review

88 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q2 2024, worth a combined $176M — down 1.8% from $179M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDRR positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 33 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $2.97M. The largest seller was Jane Street, cutting an estimated $3.57M.

  • 88 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q2 2024, down from 89 in Q1 2024.
  • Funds reported $176M of Fidelity Dividend ETF for Rising Rates stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 8 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q2 2024 and 7 closed out, a net change of +1 holder.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q2 2024 was Ameritas Advisory Services, an estimated $2.97M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q2 2024 was Jane Street, an estimated $3.57M sold.

Based on aggregated 13F filings for Q2 2024.