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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

91 hedge funds and large institutions have $142M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
31
Reduced
32
Closed
6
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$23M
2
Jane Street
2
Jane Street
New York
$14.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.32M
4
SXL
4
Summit X LLC
Missouri
$780K
5
NA
5
NewEdge Advisors
Louisiana
$1.43M

Top Sellers

1
MWM
1
Mascoma Wealth Management
New Hampshire
$4.55M
2
Citadel Advisors
2
Citadel Advisors
Florida
$426K
3
LPL Financial
3
LPL Financial
California
$5.36M
4
PAG
4
Private Advisor Group
New Jersey
$7.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$23M 559,533 +141,463 +34%
Bank of America
2
Bank of America
North Carolina
$14.6M 359,969 +2,093 +0.6%
Jane Street
3
Jane Street
New York
$14.6M 358,550 +98,108 +38%
PAG
4
Private Advisor Group
New Jersey
$7.07M 173,902 -24,557 -12%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.6M 162,122 -4,176 -3%
UBS Group
6
UBS Group
Switzerland
$5.42M 133,259 -873 -0.7%
LPL Financial
7
LPL Financial
California
$5.36M 131,885 -31,372 -19%
MWM
8
Mascoma Wealth Management
New Hampshire
$4.55M 110,458 -56,562 -34%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.23M 103,928 +76 +0.1%
BBL
10
Beck Bode LLC
Massachusetts
$4.01M 98,551 -12,912 -12%
AAS
11
Avantax Advisory Services
Texas
$3.78M 93,059 -1,184 -1%
Morgan Stanley
12
Morgan Stanley
New York
$3.76M 92,546 -22,894 -20%
GP
13
Geneva Partners
Wisconsin
$3.55M 87,259 +372 +0.4%
AWS
14
Atria Wealth Solutions
New York
$2.93M 71,978 -4,641 -6%
Lido Advisors
15
Lido Advisors
California
$2.71M 66,621 +2,304 +4%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.49M 61,105 +2,835 +5%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.32M 57,095 +20,631 +57%
KAS
18
Kestra Advisory Services
Texas
$2.11M 51,958 -419 -0.8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.7M 41,898 +548 +1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.7M 41,744 -1,225 -3%
AIP
21
Ahrens Investment Partners
Louisiana
$1.65M 40,674 -2,146 -5%
RJA
22
Raymond James & Associates
Florida
$1.55M 38,182 -546 -1%
NA
23
NewEdge Advisors
Louisiana
$1.43M 35,944 +16,307 +83%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.36M 33,517 -23,037 -41%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.25M 30,832 -2,967 -9%
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