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Fidelity Dividend ETF for Rising Rates
FDRR

96 hedge funds and large institutions have $185M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

5% more funds holding

Funds holding: 91 → 96 (+5)

1.06% more ownership

Funds ownership: 32.6% → 33.65% (+1.1%)

2% more capital invested

Capital invested by funds: $182M → $185M (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
24
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$8.16M
2
SC
Sykon Capital
New York
+$710K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$433K
4
LPL Financial
LPL Financial
California
+$428K
5
SFG
Snider Financial Group
Washington
+$364K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.37M
2
Jane Street
Jane Street
New York
-$1.75M
3
FTUS
Flow Traders U.S.
New York
-$1.44M
4
EWA
EP Wealth Advisors
California
-$1.2M
5
PAG
Private Advisor Group
New Jersey
-$904K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1
Ameritas Advisory Services
Nebraska
$50.8M +$8.16M +155,523 +19%
EWA
2
EP Wealth Advisors
California
$20.2M -$1.2M -22,855 -5%
Bank of America
3
Bank of America
North Carolina
$12.1M -$768K -14,643 -6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.5M +$227K +4,328 +2%
PAG
5
Private Advisor Group
New Jersey
$9.13M -$904K -17,224 -9%
LPL Financial
6
LPL Financial
California
$8.99M +$428K +8,157 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.31M -$327K -6,225 -6%
UBS Group
8
UBS Group
Switzerland
$4.64M -$213K -4,061 -4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.52M +$48.3K +920 +1%
Morgan Stanley
10
Morgan Stanley
New York
$4.37M +$170K +3,232 +4%
GP
11
Geneva Partners
Wisconsin
$4.25M -$22K -419 -0.5%
Raymond James Financial
12
Raymond James Financial
Florida
$3.75M +$3.83M +73,016 New
NA
13
NewEdge Advisors
Louisiana
$3.54M +$41.7K +795 +1%
SMAM
14
Sugar Maple Asset Management
Wisconsin
$3.25M -$87.7K -1,672 -3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$3.19M -$287K -5,472 -8%
AWS
16
Atria Wealth Solutions
New York
$3.07M -$37.5K -715 -1%
KAS
17
Kestra Advisory Services
Texas
$2.48M -$91K -1,735 -3%
FWA
18
Flagship Wealth Advisors
Massachusetts
$2.19M +$2.24M +42,664 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.78M -$16.6K -317 -0.9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.65M +$177K +3,380 +12%
Lido Advisors
21
Lido Advisors
California
$1.37M -$77.9K -1,484 -5%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.29M +$311K +5,922 +31%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.27M -$2.37M -45,140 -65%
FTUS
24
Flow Traders U.S.
New York
$1.16M -$1.44M -27,469 -55%
BBL
25
Beck Bode LLC
Massachusetts
$1.1M -$517K -9,864 -32%
1
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FDRR Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q4 2024, worth a combined $185M — up 1.6% from $182M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDRR positions and 4 closed out — a net gain of 8 holders — while 24 added to existing stakes and 30 trimmed.

The largest buyer was Ameritas Advisory Services, adding an estimated $8.16M. The largest seller was Susquehanna International Group, cutting an estimated $2.37M.

  • 96 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $185M of Fidelity Dividend ETF for Rising Rates stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 12 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q4 2024 was Ameritas Advisory Services, an estimated $8.16M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q4 2024 was Susquehanna International Group, an estimated $2.37M sold.

Based on aggregated 13F filings for Q4 2024.