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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

90 hedge funds and large institutions have $182M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
28
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$42.9M
2
FTUS
2
Flow Traders U.S.
New York
$2.57M
3
Jane Street
3
Jane Street
New York
$2.05M
4
LPL Financial
4
LPL Financial
California
$8.59M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.8M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.49M
5
BBL
5
Beck Bode LLC
Massachusetts
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$42.9M 832,245 +42,853 +5%
EWA
2
EP Wealth Advisors
California
$21.4M 415,926 +1,167 +0.3%
Bank of America
3
Bank of America
North Carolina
$12.9M 250,329 -9,774 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.3M 218,897 -126,587 -37%
PAG
5
Private Advisor Group
New Jersey
$10M 194,964 +1,870 +1%
LPL Financial
6
LPL Financial
California
$8.59M 166,803 +15,547 +10%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.65M 109,642 -1,179 -1%
UBS Group
8
UBS Group
Switzerland
$4.86M 94,295 +9,878 +12%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.49M 87,106 -15,913 -15%
GP
10
Geneva Partners
Wisconsin
$4.28M 83,058 -979 -1%
Morgan Stanley
11
Morgan Stanley
New York
$4.21M 81,765 -9,491 -10%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.6M 69,930 -17,708 -20%
NA
13
NewEdge Advisors
Louisiana
$3.51M 68,193 -6,233 -8%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$3.48M 67,620 +9,759 +17%
SMAM
15
Sugar Maple Asset Management
Wisconsin
$3.35M 64,987 -2,634 -4%
AWS
16
Atria Wealth Solutions
New York
$3.12M 60,563 -989 -2%
KAS
17
Kestra Advisory Services
Texas
$2.58M 50,022 -7,585 -13%
FTUS
18
Flow Traders U.S.
New York
$2.57M 49,982 +35,872 +254%
Jane Street
19
Jane Street
New York
$2.05M 39,761 +17,649 +80%
RJA
20
Raymond James & Associates
Florida
$2.01M 39,102 -298 -0.8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.8M 34,995 +11,437 +49%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.66M 32,287 -1,571 -5%
BBL
23
Beck Bode LLC
Massachusetts
$1.61M 31,279 -13,145 -30%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.48M 28,797 +1,997 +7%
Lido Advisors
25
Lido Advisors
California
$1.45M 28,198 -1,082 -4%
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