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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

88 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, 24 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% 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
24
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$33.8M
2
SMAM
2
Sugar Maple Asset Management
Wisconsin
$3.04M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.03M
4
KAS
4
Kestra Advisory Services
Texas
$2.74M
5
CA
5
Cetera Advisors
Colorado
$919K

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.59M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.16M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.49K
5
Bank of America
5
Bank of America
North Carolina
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$33.8M 725,841 +204,896 +39%
EWA
2
EP Wealth Advisors
California
$18.6M 399,954 +16,745 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.1M 366,719 -54,699 -13%
Bank of America
4
Bank of America
North Carolina
$12.6M 270,650 -32,594 -11%
PAG
5
Private Advisor Group
New Jersey
$9.01M 193,492 +8,060 +4%
LPL Financial
6
LPL Financial
California
$7.1M 152,495 +17,298 +13%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$6.03M 129,440 +46,202 +56%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.85M 125,751 +1,695 +1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.77M 102,418 -789 -0.8%
Jane Street
10
Jane Street
New York
$4.59M 98,685 -280,905 -74%
Morgan Stanley
11
Morgan Stanley
New York
$4.16M 89,356 -97,086 -52%
UBS Group
12
UBS Group
Switzerland
$4.13M 88,687 -24,661 -22%
GP
13
Geneva Partners
Wisconsin
$4M 85,856 -1,131 -1%
NA
14
NewEdge Advisors
Louisiana
$3.49M 75,055 +1,771 +2%
BBL
15
Beck Bode LLC
Massachusetts
$3.26M 70,132 -11,072 -14%
AWS
16
Atria Wealth Solutions
New York
$3.05M 65,627 -3,216 -5%
SMAM
17
Sugar Maple Asset Management
Wisconsin
$3.04M 65,354 +65,354 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$2.92M 62,642 -2,581 -4%
KAS
19
Kestra Advisory Services
Texas
$2.74M 58,921 +20,645 +54%
RJA
20
Raymond James & Associates
Florida
$1.82M 39,066 -218 -0.6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.64M 35,294 +12,794 +57%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.6M 34,356 +71 +0.2%
LNC
23
Lincoln National Corp
Pennsylvania
$1.45M 31,095 +5,516 +22%
Lido Advisors
24
Lido Advisors
California
$1.42M 30,493 -9,368 -24%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.26M 27,067 -430 -2%
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