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Fidelity Dividend ETF for Rising Rates

49 hedge funds and large institutions have $67.3M invested in Fidelity Dividend ETF for Rising Rates in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $62.5M → $67.3M (+$4.76M)

1.58% more ownership

Funds ownership: 22.33%23.9% (+1.6%)

0% more funds holding

Funds holding: 4949 (0)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.3M -$1.35M -41,885 -12%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.25M -$136K -4,202 -2%
BRWA
3
B. Riley Wealth Advisors
Florida
$6.93M +$59.1K +1,829 +0.9%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$4.3M +$102K +3,172 +2%
UBS Group
5
UBS Group
Switzerland
$3.9M -$24.9K -772 -0.6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.05M +$1.84M +56,920 +153%
CWG
7
Cornerstone Wealth Group
North Carolina
$2.91M -$280K -8,653 -9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.52M +$421K +13,043 +20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.45M -$353K -10,920 -13%
Morgan Stanley
10
Morgan Stanley
New York
$2.21M +$36.6K +1,134 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.21M +$1.73M +53,670 +370%
Lido Advisors
12
Lido Advisors
California
$2.16M +$1.55K +48 +0.1%
AIP
13
Ahrens Investment Partners
Louisiana
$2.02M -$486K -15,053 -19%
GP
14
Geneva Partners
Wisconsin
$1.99M -$476K -14,734 -19%
LPL Financial
15
LPL Financial
California
$1.85M -$106K -3,289 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.76M -$630K -19,499 -26%
Jane Street
17
Jane Street
New York
$1.26M -$1.21M -37,452 -49%
KAS
18
Kestra Advisory Services
Texas
$1.2M +$1.19M +36,851 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.18M +$688K +21,297 +142%
AAS
20
Avantax Advisory Services
Texas
$1.05M +$1.05M +32,404 New
PAG
21
Private Advisor Group
New Jersey
$660K -$42K -1,300 -6%
GIA
22
Gladstone Institutional Advisory
Florida
$562K -$8.17K -253 -1%
1WA
23
180 Wealth Advisors
Washington
$481K -$32.2K -998 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$383K +$15.7K +487 +4%
IAN
25
Integrated Advisors Network
Texas
$362K -$3.23K -100 -0.9%

FDRR Hedge Fund Activity: Q3 2020 in Review

49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2020, worth a combined $67.3M — up 7.6% from $62.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FDRR positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.84M. The largest seller was Bank of America, cutting an estimated $1.35M.

  • 49 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $67.3M of Fidelity Dividend ETF for Rising Rates stock for Q3 2020, up 7.6% quarter-over-quarter.
  • 5 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2020 and 4 closed out, a net change of +1 holder.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2020 was Raymond James Financial Services Advisors, an estimated $1.84M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2020 was Bank of America, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2020.