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Fidelity Dividend ETF for Rising Rates

89 hedge funds and large institutions have $179M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 8689 (+3)

1% more capital invested

Capital invested by funds: $178M → $179M (+$907K)

0.19% less ownership

Funds ownership: 33.79%33.6% (-0.19%)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Ameritas Advisory Services
Nebraska
$33.8M +$9.18M +204,896 +39%
EWA
2
EP Wealth Advisors
California
$18.6M +$750K +16,745 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.1M -$2.45M -54,699 -13%
Bank of America
4
Bank of America
North Carolina
$12.6M -$1.46M -32,594 -11%
PAG
5
Private Advisor Group
New Jersey
$9.01M +$361K +8,060 +4%
LPL Financial
6
LPL Financial
California
$7.1M +$775K +17,298 +13%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$6.03M +$2.07M +46,202 +56%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.85M +$75.9K +1,695 +1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.77M -$35.3K -789 -0.8%
Jane Street
10
Jane Street
New York
$4.59M -$12.6M -280,905 -74%
Morgan Stanley
11
Morgan Stanley
New York
$4.16M -$4.35M -97,086 -52%
UBS Group
12
UBS Group
Switzerland
$4.13M -$1.1M -24,661 -22%
GP
13
Geneva Partners
Wisconsin
$4M -$50.7K -1,131 -1%
NA
14
NewEdge Advisors
Louisiana
$3.49M +$79.3K +1,771 +2%
BBL
15
Beck Bode LLC
Massachusetts
$3.26M -$496K -11,072 -14%
AWS
16
Atria Wealth Solutions
New York
$3.05M -$144K -3,216 -5%
SMAM
17
Sugar Maple Asset Management
Wisconsin
$3.04M +$2.93M +65,354 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$2.92M -$116K -2,581 -4%
KAS
19
Kestra Advisory Services
Texas
$2.74M +$925K +20,645 +54%
RJA
20
Raymond James & Associates
Florida
$1.82M -$9.76K -218 -0.6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.64M +$573K +12,794 +57%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.6M +$3.18K +71 +0.2%
LNC
23
Lincoln National Corp
Pennsylvania
$1.45M +$247K +5,516 +22%
Lido Advisors
24
Lido Advisors
California
$1.42M -$420K -9,368 -24%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.26M -$19.3K -430 -2%

FDRR Hedge Fund Activity: Q1 2024 in Review

89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2024, worth a combined $179M — up 0.51% from $178M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FDRR positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $9.18M. The largest seller was Jane Street, cutting an estimated $12.6M.

  • 89 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $179M of Fidelity Dividend ETF for Rising Rates stock for Q1 2024, up 0.51% quarter-over-quarter.
  • 10 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2024 and 7 closed out, a net change of +3 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2024 was Ameritas Advisory Services, an estimated $9.18M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2024 was Jane Street, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2024.