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Fidelity Dividend ETF for Rising Rates

50 hedge funds and large institutions have $111M invested in Fidelity Dividend ETF for Rising Rates in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 9 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

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

19% more funds holding

Funds holding: 4250 (+8)

17% more capital invested

Capital invested by funds: $95.1M → $111M (+$15.9M)

0.59% more ownership

Funds ownership: 28.83%29.42% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
21
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$23.4M +$267K +8,411 +1%
BTS
2
BB&T Securities
Virginia
$21.1M +$3.17M +99,836 +18%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.3M +$855K +26,895 +5%
AIP
4
Ahrens Investment Partners
Louisiana
$11.4M +$43.5K +1,370 +0.4%
Bank of America
5
Bank of America
North Carolina
$10.6M +$1.53M +48,140 +17%
UBS Group
6
UBS Group
Switzerland
$5.6M +$1.28M +40,214 +30%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.53M -$1.39M -43,684 -24%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.27M +$391K +12,310 +21%
FAAS
9
First Allied Advisory Services
California
$2.24M -$131K -4,135 -6%
LPL Financial
10
LPL Financial
California
$1.61M -$30.5K -960 -2%
RJA
11
Raymond James & Associates
Florida
$1.55M +$1.52M +47,902 New
Citadel Advisors
12
Citadel Advisors
Florida
$887K +$870K +27,384 New
Lido Advisors
13
Lido Advisors
California
$883K +$43.3K +1,361 +5%
1WA
14
180 Wealth Advisors
Washington
$720K -$101K -3,181 -13%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$670K +$429K +13,484 +187%
KSA
16
Ken Stern & Associates
California
$597K +$9.98K +314 +2%
MML Investors Services
17
MML Investors Services
Massachusetts
$591K +$580K +18,261 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$565K +$25.2K +792 +5%
Jane Street
19
Jane Street
New York
$526K -$3.56K -112 -0.7%
DWM
20
Darwin Wealth Management
Florida
$387K +$79.1K +2,489 +27%
F
21
F3Logic
Minnesota
$374K -$129K -4,054 -26%
LFR
22
Lehman Financial Resources
Pennsylvania
$321K +$316K +9,940 New
SPC
23
Sigma Planning Corp
Michigan
$319K +$14.1K +444 +5%
CA
24
Cetera Advisors
Colorado
$310K -$1.13M -35,519 -79%
GFPC
25
Global Financial Private Capital
Florida
$265K -$294K -9,245 -53%

FDRR Hedge Fund Activity: Q3 2018 in Review

50 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2018, worth a combined $111M — up 17% from $95.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDRR positions and 4 closed out — a net gain of 8 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was BB&T Securities, adding an estimated $3.17M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.39M.

  • 50 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2018, up from 42 in Q2 2018.
  • Funds reported $111M of Fidelity Dividend ETF for Rising Rates stock for Q3 2018, up 17% quarter-over-quarter.
  • 12 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2018 and 4 closed out, a net change of +8 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2018 was BB&T Securities, an estimated $3.17M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2018.