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Fidelity Dividend ETF for Rising Rates
FDRR

89 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, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 86 → 89 (+3)

1% more capital invested

Capital invested by funds: $178M → $179M (+$907K)

0.19% less ownership

Funds ownership: 33.79% → 33.6% (-0.19%)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% 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
25
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$9.18M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.07M
3
KAS
Kestra Advisory Services
Texas
+$925K
4
CA
Cetera Advisors
Colorado
+$884K
5
LPL Financial
LPL Financial
California
+$775K

Top Sellers

1
Jane Street
Jane Street
New York
-$12.6M
2
Morgan Stanley
Morgan Stanley
New York
-$4.35M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.45M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.02M
5
Bank of America
Bank of America
North Carolina
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$24K -$8.24K -184 -26%
HI
77
Harbour Investments
Wisconsin
$23.6K +$134 +3 +0.6%
AAG
78
Armstrong Advisory Group
Massachusetts
$21.6K – – –
GI
79
GAMMA Investing
California
$18.8K +$18.1K +403 New
CIA
80
Cape Investment Advisory
Georgia
$17.6K – – –
BTI
81
Blue Trust Inc
Georgia
$16.3K +$15.7K +350 New
Comerica Bank
82
Comerica Bank
Texas
$14K – – –
CA
83
Continuum Advisory
Idaho
$12.6K +$12.2K +272 New
MIFH
84
Migdal Insurance & Financial Holdings
Israel
$8K – – –
SWC
85
Spectrum Wealth Counsel
Indiana
$5.91K – – –
GEA
86
Glen Eagle Advisors
New Jersey
$3.72K – – –
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$3.49K -$2.02M -45,008 -100%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.33K – – –
HWM
89
HighMark Wealth Management
Minnesota
$1.23K – – –
Wells Fargo
90
Wells Fargo
California
$15 – – –
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
– -$30K -30,430 Closed
TCM
92
Triumph Capital Management
Colorado
– -$398K -9,074 Closed
MAM
93
MWA Asset Management
Massachusetts
– -$320K -7,290 Closed
KCIC
94
Kuhn & Co Investment Counsel
Illinois
– -$290K -6,614 Closed
SPC
95
Stewart & Patten Company
California
– -$216K -4,922 Closed
ASN
96
Advisory Services Network
Georgia
– -$54.3K -1,236 Closed
DWA
97
Delos Wealth Advisors
Texas
– -$8.78K -200 Closed
1 2 3
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FDRR Hedge Fund Activity: Q1 2024 in Review

89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2024, worth a combined $179M — up 0.51% from $178M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FDRR positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $9.18M. The largest seller was Jane Street, cutting an estimated $12.6M.

  • 89 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $179M of Fidelity Dividend ETF for Rising Rates stock for Q1 2024, up 0.51% quarter-over-quarter.
  • 10 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2024 and 7 closed out, a net change of +3 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2024 was Ameritas Advisory Services, an estimated $9.18M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2024 was Jane Street, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2024.