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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

52 hedge funds and large institutions have $110M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
23
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GP
1
Geneva Partners
Wisconsin
$5.56M
2
Bank of America
2
Bank of America
North Carolina
$11.6M
3
UBS Group
3
UBS Group
Switzerland
$6.29M
4
LPL Financial
4
LPL Financial
California
$2.86M
5
Jane Street
5
Jane Street
New York
$1.01M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.99M
2
AIP
2
Ahrens Investment Partners
Louisiana
$8.41M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$23.7M 750,710 +20,402 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.4M 457,279 -68,011 -13%
Bank of America
3
Bank of America
North Carolina
$11.6M 366,426 +38,544 +12%
AIP
4
Ahrens Investment Partners
Louisiana
$8.41M 266,396 -72,208 -21%
UBS Group
5
UBS Group
Switzerland
$6.29M 199,297 +34,673 +21%
GP
6
Geneva Partners
Wisconsin
$5.56M 176,128 +123,558 +235%
CWG
7
Cornerstone Wealth Group
North Carolina
$5.37M 169,886 +169,886 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$4.21M 133,286 -8,330 -6%
LPL Financial
9
LPL Financial
California
$2.86M 90,680 +32,572 +56%
RJA
10
Raymond James & Associates
Florida
$2.8M 88,584 +18,326 +26%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.65M 83,871 -640 -0.8%
FPGK
12
Financial Partners Group (Kansas)
Kansas
$2.26M 71,591 -16,031 -18%
Citadel Advisors
13
Citadel Advisors
Florida
$1.99M 63,133 -248,317 -80%
Lido Advisors
14
Lido Advisors
California
$1.87M 59,075 +20,042 +51%
GIA
15
Gladstone Institutional Advisory
Florida
$1.75M 55,274 +1,055 +2%
Morgan Stanley
16
Morgan Stanley
New York
$1.3M 40,996 +16,015 +64%
GWM
17
Geneos Wealth Management
Colorado
$1.29M 40,861 -593 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.21M 38,384 -33,613 -47%
SF
19
Synovus Financial
Georgia
$1.05M 33,190 -1,072 -3%
Jane Street
20
Jane Street
New York
$1.01M 31,939 +20,648 +183%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$946K 29,956 +661 +2%
LDFR
22
Lehman & Derafelo Financial Resources
Pennsylvania
$792K 25,090 +10,300 +70%
MML Investors Services
23
MML Investors Services
Massachusetts
$776K 24,586 +4,841 +25%
F
24
F3Logic
Minnesota
$683K 21,607 +49 +0.2%
1WA
25
180 Wealth Advisors
Washington
$640K 20,021 -2,224 -10%
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