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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

85 hedge funds and large institutions have $178M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 37 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
37
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$16.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.19M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.99M
4
EWA
4
EP Wealth Advisors
California
$16.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.86M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$22.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.65M
3
MWM
3
Mascoma Wealth Management
New Hampshire
$1.71M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.45M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$22.9M 520,945 -127,723 -20%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$18.5M 421,418 +3,508 +0.8%
EWA
3
EP Wealth Advisors
California
$16.8M 383,209 +40,890 +12%
Jane Street
4
Jane Street
New York
$16.7M 379,590 +256,270 +208%
Bank of America
5
Bank of America
North Carolina
$13.3M 303,244 -19,779 -6%
Morgan Stanley
6
Morgan Stanley
New York
$8.19M 186,442 +101,102 +118%
PAG
7
Private Advisor Group
New Jersey
$8.14M 185,432 +10,078 +6%
LPL Financial
8
LPL Financial
California
$5.94M 135,197 -10,326 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.45M 124,056 -12,817 -9%
UBS Group
10
UBS Group
Switzerland
$4.98M 113,348 -1,999 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.53M 103,207 -616 -0.6%
GP
12
Geneva Partners
Wisconsin
$3.82M 86,987 -11,398 -12%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.65M 83,238 -22,668 -21%
BBL
14
Beck Bode LLC
Massachusetts
$3.57M 81,204 -6,154 -7%
NA
15
NewEdge Advisors
Louisiana
$3.24M 73,284 -95 -0.1%
AWS
16
Atria Wealth Solutions
New York
$3.02M 68,843 -2,086 -3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$2.86M 65,223 +19,453 +43%
Citadel Advisors
18
Citadel Advisors
Florida
$2.06M 46,895 -10,732 -19%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1.99M 45,083 +45,008 +60,011%
RJA
20
Raymond James & Associates
Florida
$1.72M 39,284 +20 +0.1%
MWM
21
Mascoma Wealth Management
New Hampshire
$1.71M 38,865 -19,928 -34%
KAS
22
Kestra Advisory Services
Texas
$1.68M 38,276 -4,483 -10%
Lido Advisors
23
Lido Advisors
California
$1.67M 39,861 -9,466 -19%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.51M 34,285 -1,977 -5%
OMC
25
Old Mission Capital
Illinois
$1.29M 29,368 – –
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