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Fidelity Dividend ETF for Rising Rates
FDRR

96 hedge funds and large institutions have $185M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

5% more funds holding

Funds holding: 91 → 96 (+5)

1.06% more ownership

Funds ownership: 32.6% → 33.65% (+1.1%)

2% more capital invested

Capital invested by funds: $182M → $185M (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
24
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$8.16M
2
SC
Sykon Capital
New York
+$710K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$433K
4
LPL Financial
LPL Financial
California
+$428K
5
SFG
Snider Financial Group
Washington
+$364K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.37M
2
Jane Street
Jane Street
New York
-$1.75M
3
FTUS
Flow Traders U.S.
New York
-$1.44M
4
EWA
EP Wealth Advisors
California
-$1.2M
5
PAG
Private Advisor Group
New Jersey
-$904K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$315K +$36.3K +691 +13%
CFD
52
Creative Financial Designs
Indiana
$311K +$16.7K +319 +6%
LC
53
Landaas & Company
Wisconsin
$311K – – –
Truist Financial
54
Truist Financial
North Carolina
$290K -$1.42K -27 -0.5%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$274K -$11.2K -213 -4%
Goldman Sachs
56
Goldman Sachs
New York
$274K – – –
IFG
57
Independent Financial Group
California
$261K +$1.94K +37 +0.7%
PSCM
58
Per Stirling Capital Management
Texas
$256K – – –
CA
59
CoreCap Advisors
Michigan
$255K -$3.25K -62 -1%
HAS
60
HBW Advisory Services
California
$250K -$13.1K -250 -5%
MWS
61
MFA Wealth Services
California
$246K +$252K +4,795 New
NLWP
62
Next Level Wealth Planning
Idaho
$228K +$233K +4,445 New
CAG
63
Csenge Advisory Group
Florida
$226K +$1.99K +38 +0.9%
DJSG
64
D.J. St. Germain
Massachusetts
$191K – – –
WP
65
WealthShield Partners
North Carolina
$165K – – –
EW
66
Element Wealth
Mississippi
$134K – – –
MA
67
Montag & Associates
Georgia
$94.5K – – –
DWM
68
Darwin Wealth Management
Florida
$88.4K +$682 +13 +0.8%
GWM
69
Geneos Wealth Management
Colorado
$82.2K – – –
AF
70
Allworth Financial
California
$81.1K – – –
IA
71
IFP Advisors
Florida
$79.7K +$3.46K +66 +4%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$79K -$60.3K -1,149 -43%
AF
73
Advisornet Financial
Minnesota
$75.2K +$24.2K +461 +46%
LFG
74
Larson Financial Group
Missouri
$64.2K – – –
Wells Fargo
75
Wells Fargo
California
$60K +$52.1K +993 +571%
1 2
3
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FDRR Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2024, worth a combined $185M — up 1.6% from $182M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDRR positions and 4 closed out — a net gain of 8 holders — while 24 added to existing stakes and 30 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $8.16M. The largest seller was Susquehanna International Group, cutting an estimated $2.37M.

  • 96 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $185M of Fidelity Dividend ETF for Rising Rates stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 12 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2024 was Ameritas Advisory Services, an estimated $8.16M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2024 was Susquehanna International Group, an estimated $2.37M sold.

Based on aggregated 13F filings for Q4 2024.