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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

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.

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
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$25M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.92M
3
LDFR
3
Lehman & Derafelo Financial Resources
Pennsylvania
$8.43M
4
AIC
4
Ameritas Investment Company
Nebraska
$989K
5
MWM
5
Mascoma Wealth Management
New Hampshire
$7.63M

Top Sellers

1
LB
1
Leo Brokerage
Texas
$499K
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
MA
5
Mutual Advisors
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$25M 605,216 +292,476 +94%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.2M 319,462 +11,861 +4%
Bank of America
3
Bank of America
North Carolina
$12.7M 307,327 +3,336 +1%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$8.43M 203,657 +23,562 +13%
MWM
5
Mascoma Wealth Management
New Hampshire
$7.63M 184,376 +18,106 +11%
Morgan Stanley
6
Morgan Stanley
New York
$4.55M 109,895 +8,760 +9%
LPL Financial
7
LPL Financial
California
$4.19M 101,151 +5,957 +6%
GP
8
Geneva Partners
Wisconsin
$3.69M 89,269 +9,144 +11%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.42M 82,634 +466 +0.6%
Lido Advisors
10
Lido Advisors
California
$3.24M 78,413 +6,158 +9%
Citadel Advisors
11
Citadel Advisors
Florida
$2.92M 70,484 +32,164 +84%
UBS Group
12
UBS Group
Switzerland
$2.76M 66,729 +7,539 +13%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.6M 62,689 -5,653 -8%
AIP
14
Ahrens Investment Partners
Louisiana
$2.17M 52,525 -572 -1%
CWG
15
Cornerstone Wealth Group
North Carolina
$2.14M 51,698 +270 +0.5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.78M 43,077 +2,319 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.67M 40,266 – –
KAS
18
Kestra Advisory Services
Texas
$1.44M 34,803 +1,660 +5%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.13M 27,302 +1,022 +4%
AIC
20
Ameritas Investment Company
Nebraska
$989K 23,897 +22,142 +1,262%
RJA
21
Raymond James & Associates
Florida
$930K 22,479 +15,266 +212%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$735K 17,768 +2,271 +15%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$726K 17,539 +3,358 +24%
GIA
24
Gladstone Institutional Advisory
Florida
$684K 16,530 -103 -0.6%
HA
25
Herold Advisors
New York
$561K 13,570 +13,570 New
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