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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

88 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, 24 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+3
Holders Change %
+3.53%
% 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
24
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$33.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.03M
3
KAS
3
Kestra Advisory Services
Texas
$2.74M
4
CA
4
Cetera Advisors
Colorado
$919K
5
LPL Financial
5
LPL Financial
California
$7.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.59M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.16M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.49K
5
Bank of America
5
Bank of America
North Carolina
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$23.6K +$140 +3 +0.6%
AAG
77
Armstrong Advisory Group
Massachusetts
$21.6K – – –
GI
78
GAMMA Investing
California
$18.8K +$18.8K +403 New
CIA
79
Cape Investment Advisory
Georgia
$17.6K – – –
BTI
80
Blue Trust Inc
Georgia
$16.3K +$16.3K +350 New
Comerica Bank
81
Comerica Bank
Texas
$14K – – –
CA
82
Continuum Advisory
Idaho
$12.6K +$12.6K +272 New
MIFH
83
Migdal Insurance & Financial Holdings
Israel
$8K – – –
SWC
84
Spectrum Wealth Counsel
Indiana
$5.91K – – –
GEA
85
Glen Eagle Advisors
New Jersey
$3.72K – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$3.49K -$2.1M -45,008 -100%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.33K – – –
HWM
88
HighMark Wealth Management
Minnesota
$1.23K – – –
Wells Fargo
89
Wells Fargo
California
$15 -$7 – –
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
– -$30K -30,430 Closed
TCM
91
Triumph Capital Management
Colorado
– -$398K -9,074 Closed
MAM
92
MWA Asset Management
Massachusetts
– -$320K -7,290 Closed
KCIC
93
Kuhn & Co Investment Counsel
Illinois
– -$290K -6,614 Closed
SPC
94
Stewart & Patten Company
California
– -$216K -4,922 Closed
ASN
95
Advisory Services Network
Georgia
– -$54.3K -1,236 Closed
DWA
96
Delos Wealth Advisors
Texas
– -$8.78K -200 Closed
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