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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
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$54K – – –
CFGS
77
Concourse Financial Group Securities
Alabama
$48.3K – – –
AWM
78
AE Wealth Management
Kansas
$44.3K +$45.3K +863 New
HI
79
Harbour Investments
Wisconsin
$26.6K +$262 +5 +1%
CTA
80
Colonial Trust Advisors
South Carolina
$26.5K – – –
JP Morgan Chase
81
JP Morgan Chase
New York
$26.5K – – –
QCG
82
Quadrant Capital Group
Ohio
$25.7K – – –
GI
83
GAMMA Investing
California
$20.7K – – –
T
84
Transce3nd
Texas
$20.1K +$20.6K +392 New
CIA
85
Cape Investment Advisory
Georgia
$19.5K – – –
Comerica Bank
86
Comerica Bank
Texas
$15.4K – – –
CA
87
Continuum Advisory
Idaho
$14K – – –
MIFH
88
Migdal Insurance & Financial Holdings
Israel
$9K – – –
SWC
89
Spectrum Wealth Counsel
Indiana
$6.53K – – –
AWM
90
Avior Wealth Management
Nebraska
$5.95K +$6.03K +115 New
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$4.32K – – –
GEA
92
Glen Eagle Advisors
New Jersey
$4.11K – – –
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$3.85K – – –
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.57K – – –
HWM
95
HighMark Wealth Management
Minnesota
$1.39K – – –
RF
96
Roxbury Financial
New Jersey
$729 +$682 +13 New
HHGA
97
Halbert Hargrove Global Advisors
California
$4 – – –
1WA
98
180 Wealth Advisors
Washington
– -$272K -5,290 Closed
AAG
99
Armstrong Advisory Group
Massachusetts
– -$25.4K -493 Closed
AWM
100
Abound Wealth Management
Tennessee
– -$522 -10 Closed
1 2 3
4

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.