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Fidelity Dividend ETF for Rising Rates
FDRR

86 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, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $155M → $178M (+$23.2M)

2.62% more ownership

Funds ownership: 31.17% → 33.79% (+2.6%)

1% more funds holding

Funds holding: 85 → 86 (+1)

42% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 38

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% 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
38
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$10.5M
2
Morgan Stanley
Morgan Stanley
New York
+$4.15M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.85M
4
EWA
EP Wealth Advisors
California
+$1.68M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$799K

Top Sellers

1
AAS
Ameritas Advisory Services
Nebraska
-$5.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$932K
3
MWM
Mascoma Wealth Management
New Hampshire
-$819K
4
Bank of America
Bank of America
North Carolina
-$813K
5
Osaic Holdings
Osaic Holdings
Arizona
-$527K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
76
Colonial Trust Advisors
South Carolina
$22.7K -$66K -1,605 -76%
HI
77
Harbour Investments
Wisconsin
$22.1K -$2.79K -68 -12%
AAG
78
Armstrong Advisory Group
Massachusetts
$21.6K – – –
CIA
79
Cape Investment Advisory
Georgia
$16.6K – – –
Comerica Bank
80
Comerica Bank
Texas
$13.2K – – –
DWA
81
Delos Wealth Advisors
Texas
$8.78K – – –
MIFH
82
Migdal Insurance & Financial Holdings
Israel
$8K – – –
SWC
83
Spectrum Wealth Counsel
Indiana
$5.58K +$5.22K +127 New
GEA
84
Glen Eagle Advisors
New Jersey
$3.51K – – –
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.19K – – –
HWM
86
HighMark Wealth Management
Minnesota
$1.16K – – –
Wells Fargo
87
Wells Fargo
California
$7 -$103K -2,501 Closed
SPC
88
Sigma Planning Corp
Michigan
– -$384K -9,650 Closed
CFS
89
CRA Financial Services
New Jersey
– -$330K -8,290 Closed
SOS
90
Silver Oak Securities
Tennessee
– -$134K -3,366 Closed
NS
91
NBC Securities
Alabama
– -$13K -350 Closed
1 2 3
4

FDRR Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2023, worth a combined $178M — up 15% from $155M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FDRR positions and 5 closed out — a net gain of 2 holders — while 22 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, adding an estimated $10.5M. The largest seller was Ameritas Advisory Services, cutting an estimated $5.25M.

  • 86 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2023, up from 85 in Q3 2023.
  • Funds reported $178M of Fidelity Dividend ETF for Rising Rates stock for Q4 2023, up 15% quarter-over-quarter.
  • 7 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2023 and 5 closed out, a net change of +2 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2023 was Jane Street, an estimated $10.5M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2023 was Ameritas Advisory Services, an estimated $5.25M sold.

Based on aggregated 13F filings for Q4 2023.