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Fidelity Dividend ETF for Rising Rates

55 hedge funds and large institutions have $108M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

4% more capital invested

Capital invested by funds: $104M → $108M (+$3.74M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.44% less ownership

Funds ownership: 30.24%28.81% (-1.4%)

2% less funds holding

Funds holding: 5655 (-1)

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
19
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$27M +$305K +9,094 +1%
Bank of America
2
Bank of America
North Carolina
$12.4M -$1.09M -32,522 -8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12.2M +$352K +10,502 +3%
GP
4
Geneva Partners
Wisconsin
$7.38M +$269K +8,031 +4%
AIP
5
Ahrens Investment Partners
Louisiana
$6.97M -$451K -13,460 -6%
UBS Group
6
UBS Group
Switzerland
$6.53M +$67.7K +2,019 +1%
CWG
7
Cornerstone Wealth Group
North Carolina
$4.55M +$666K +19,860 +18%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$2.99M -$1.77M -52,813 -38%
LPL Financial
9
LPL Financial
California
$2.99M -$433K -12,916 -13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.58M -$28.4K -846 -1%
LDFR
11
Lehman & Derafelo Financial Resources
Pennsylvania
$2.41M +$224K +6,691 +11%
Lido Advisors
12
Lido Advisors
California
$2.3M +$123K +3,654 +6%
Morgan Stanley
13
Morgan Stanley
New York
$2.12M +$1.75M +52,132 +662%
GWM
14
Geneos Wealth Management
Colorado
$1.46M +$19.9K +593 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.3M +$161K +4,790 +15%
AA
16
Argent Advisors
Louisiana
$1.24M +$1.18M +35,238 New
RJA
17
Raymond James & Associates
Florida
$965K -$920K -27,436 -50%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$900K -$541K -16,135 -39%
F
19
F3Logic
Minnesota
$824K +$215K +6,401 +38%
Citadel Advisors
20
Citadel Advisors
Florida
$760K -$831K -24,780 -53%
PAG
21
Private Advisor Group
New Jersey
$698K +$34.4K +1,025 +5%
GIA
22
Gladstone Institutional Advisory
Florida
$673K -$13.5K -403 -2%
1WA
23
180 Wealth Advisors
Washington
$630K -$18.2K -542 -3%
BRWA
24
B. Riley Wealth Advisors
Florida
$585K +$556K +16,582 New
SF
25
Synovus Financial
Georgia
$496K -$644K -19,203 -58%

FDRR Hedge Fund Activity: Q4 2019 in Review

55 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2019, worth a combined $108M — up 3.6% from $104M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FDRR positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.75M. The largest seller was Jane Street, exiting entirely with an estimated $2.15M sold.

  • 55 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2019, down from 56 in Q3 2019.
  • Funds reported $108M of Fidelity Dividend ETF for Rising Rates stock for Q4 2019, up 3.6% quarter-over-quarter.
  • 7 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2019 and 6 closed out, a net change of +1 holder.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2019 was Morgan Stanley, an estimated $1.75M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2019 was Jane Street, an estimated $2.15M sold.

Based on aggregated 13F filings for Q4 2019.