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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

87 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, 21 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-1
Holders Change %
-1.14%
% 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
21
Reduced
33
Closed
7
Calls
–
Puts
$19K
Net Calls
-$19K
Net Calls Change
-$19K

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$38.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.44M
3
EWA
3
EP Wealth Advisors
California
$20M
4
FTUS
4
Flow Traders U.S.
New York
$681K
5
AA
5
Axiom Advisory
California
$334K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.23M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
BBL
4
Beck Bode LLC
Massachusetts
$2.14M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$272K +$53.2K +1,103 +24%
GJIA
52
Glass Jacobson Investment Advisors
Maryland
$266K +$1.5K +31 +0.6%
Goldman Sachs
53
Goldman Sachs
New York
$257K +$145 +3 +0.1%
CFD
54
Creative Financial Designs
Indiana
$255K -$15.2K -315 -6%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$251K -$163K -3,370 -39%
HAS
56
HBW Advisory Services
California
$247K -$20.2K -418 -8%
CAG
57
Csenge Advisory Group
Florida
$209K +$209K +4,337 New
WWM
58
Western Wealth Management
Colorado
$201K -$85.4K -1,770 -30%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$183K +$16.4K +340 +10%
DJSG
60
D.J. St. Germain
Massachusetts
$179K – – –
WP
61
WealthShield Partners
North Carolina
$155K – – –
EW
62
Element Wealth
Mississippi
$125K – – –
GWM
63
Geneos Wealth Management
Colorado
$77.2K – – –
AF
64
Allworth Financial
California
$75.8K – – –
IA
65
IFP Advisors
Florida
$71.3K +$338 +7 +0.5%
LFG
66
Larson Financial Group
Missouri
$60.3K +$60.3K +1,250 New
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$51.2K – – –
AF
68
Advisornet Financial
Minnesota
$48.4K – – –
QCG
69
Quadrant Capital Group
Ohio
$48.3K +$48.3K +1,000 New
CTA
70
Colonial Trust Advisors
South Carolina
$24.9K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$24.9K – – –
HI
72
Harbour Investments
Wisconsin
$24.6K +$145 +3 +0.6%
AAG
73
Armstrong Advisory Group
Massachusetts
$23.8K – – –
CFGS
74
Concourse Financial Group Securities
Alabama
$23.2K -$33.8K -700 -59%
Wells Fargo
75
Wells Fargo
California
$19.7K +$19.7K +408 New
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