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Fidelity Dividend ETF for Rising Rates

58 hedge funds and large institutions have $117M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $107M → $117M (+$9.99M)

2.01% more ownership

Funds ownership: 22.4%24.4% (+2%)

2% more funds holding

Funds holding: 5758 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
29
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$25M +$12.5M +292,476 +94%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.2M +$507K +11,861 +4%
Bank of America
3
Bank of America
North Carolina
$12.7M +$142K +3,336 +1%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$8.43M +$1.01M +23,562 +13%
MWM
5
Mascoma Wealth Management
New Hampshire
$7.63M +$773K +18,106 +11%
Morgan Stanley
6
Morgan Stanley
New York
$4.55M +$374K +8,760 +9%
LPL Financial
7
LPL Financial
California
$4.19M +$254K +5,957 +6%
GP
8
Geneva Partners
Wisconsin
$3.69M +$390K +9,144 +11%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.42M +$19.9K +466 +0.6%
Lido Advisors
10
Lido Advisors
California
$3.24M +$263K +6,158 +9%
Citadel Advisors
11
Citadel Advisors
Florida
$2.92M +$1.37M +32,164 +84%
UBS Group
12
UBS Group
Switzerland
$2.76M +$322K +7,539 +13%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.6M -$241K -5,653 -8%
AIP
14
Ahrens Investment Partners
Louisiana
$2.17M -$24.4K -572 -1%
CWG
15
Cornerstone Wealth Group
North Carolina
$2.14M +$11.5K +270 +0.5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.78M +$99K +2,319 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.67M
KAS
18
Kestra Advisory Services
Texas
$1.44M +$70.9K +1,660 +5%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.13M +$43.6K +1,022 +4%
AIC
20
Ameritas Investment Company
Nebraska
$989K +$946K +22,142 +1,262%
RJA
21
Raymond James & Associates
Florida
$930K +$652K +15,266 +212%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$735K +$97K +2,271 +15%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$726K +$143K +3,358 +24%
GIA
24
Gladstone Institutional Advisory
Florida
$684K -$4.4K -103 -0.6%
HA
25
Herold Advisors
New York
$561K +$579K +13,570 New

FDRR Hedge Fund Activity: Q3 2021 in Review

58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q3 2021, worth a combined $117M — up 9.4% from $107M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FDRR positions and 6 closed out — a net gain of 1 holder — while 29 added to existing stakes and 9 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $12.5M. The largest seller was Leo Brokerage, cutting an estimated $4.9M.

  • 58 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q3 2021, up from 57 in Q2 2021.
  • Funds reported $117M of Fidelity Dividend ETF for Rising Rates stock for Q3 2021, up 9.4% quarter-over-quarter.
  • 7 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q3 2021 was Private Advisor Group, an estimated $12.5M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q3 2021 was Leo Brokerage, an estimated $4.9M sold.

Based on aggregated 13F filings for Q3 2021.