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Fidelity Dividend ETF for Rising Rates

80 hedge funds and large institutions have $165M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

31% more capital invested

Capital invested by funds: $126M → $165M (+$39.5M)

13% more funds holding

Funds holding: 7180 (+9)

4.68% more ownership

Funds ownership: 22.11%26.79% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
37
Reduced
15
Closed
5
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
$23.4M +$9.43M +213,618 +69%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.2M +$2.35M +53,143 +13%
PAG
3
Private Advisor Group
New Jersey
$14.4M +$52.1K +1,180 +0.4%
MWM
4
Mascoma Wealth Management
New Hampshire
$13M +$3.77M +85,459 +41%
LDFR
5
Lehman & Derafelo Financial Resources
Pennsylvania
$11.2M +$906K +20,517 +9%
LPL Financial
6
LPL Financial
California
$5.81M +$1.74M +39,355 +43%
Morgan Stanley
7
Morgan Stanley
New York
$5.31M +$600K +13,578 +13%
AAS
8
Avantax Advisory Services
Texas
$4.71M +$3.98M +90,178 +572%
UBS Group
9
UBS Group
Switzerland
$4.51M +$1.49M +33,778 +50%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.3M +$319K +7,214 +8%
RJA
11
Raymond James & Associates
Florida
$4M +$360K +8,154 +10%
GP
12
Geneva Partners
Wisconsin
$3.89M -$28.7K -650 -0.7%
Lido Advisors
13
Lido Advisors
California
$3.69M +$66.6K +1,508 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.64M +$1.68M +38,066 +60%
AWS
15
Atria Wealth Solutions
New York
$3.26M +$3.24M +73,276 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.9M +$2.85M +64,632 +13,137%
CWG
17
Cornerstone Wealth Group
North Carolina
$2.76M -$120K -2,724 -4%
AAS
18
Ameritas Advisory Services
Nebraska
$2.29M +$1.01M +22,969 +81%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.16M -$36.9K -835 -2%
AIP
20
Ahrens Investment Partners
Louisiana
$2.11M -$141K -3,193 -6%
VA
21
Valmark Advisers
Ohio
$2.05M +$2.03M +45,978 New
KAS
22
Kestra Advisory Services
Texas
$1.99M +$300K +6,795 +18%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.95M +$683K +15,471 +54%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.61M +$1.6M +36,212 New
CAG
25
Csenge Advisory Group
Florida
$1.45M +$1.44M +32,594 New

FDRR Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2022, worth a combined $165M — up 31% from $126M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDRR positions and 5 closed out — a net gain of 9 holders — while 37 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $9.43M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $1.15M sold.

  • 80 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2022, up from 71 in Q4 2021.
  • Funds reported $165M of Fidelity Dividend ETF for Rising Rates stock for Q1 2022, up 31% quarter-over-quarter.
  • 14 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2022 and 5 closed out, a net change of +9 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2022 was Bank of America, an estimated $9.43M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2022 was CreativeOne Wealth, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2022.