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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

95 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, 23 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
23
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$50.8M
2
SC
2
Sykon Capital
New York
$695K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$424K
4
LPL Financial
4
LPL Financial
California
$8.99M
5
SFG
5
Snider Financial Group
Washington
$356K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.27M
2
Jane Street
2
Jane Street
New York
$329K
3
FTUS
3
Flow Traders U.S.
New York
$1.16M
4
EWA
4
EP Wealth Advisors
California
$20.2M
5
PAG
5
Private Advisor Group
New Jersey
$9.13M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$50.8M 987,768 +155,523 +19%
EWA
2
EP Wealth Advisors
California
$20.2M 393,071 -22,855 -5%
Bank of America
3
Bank of America
North Carolina
$12.1M 235,686 -14,643 -6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.5M 223,225 +4,328 +2%
PAG
5
Private Advisor Group
New Jersey
$9.13M 177,740 -17,224 -9%
LPL Financial
6
LPL Financial
California
$8.99M 174,960 +8,157 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.31M 103,417 -6,225 -6%
UBS Group
8
UBS Group
Switzerland
$4.64M 90,234 -4,061 -4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.52M 88,026 +920 +1%
Morgan Stanley
10
Morgan Stanley
New York
$4.37M 84,997 +3,232 +4%
GP
11
Geneva Partners
Wisconsin
$4.25M 82,639 -419 -0.5%
Raymond James Financial
12
Raymond James Financial
Florida
$3.75M 73,016 +73,016 New
NA
13
NewEdge Advisors
Louisiana
$3.54M 68,988 +795 +1%
SMAM
14
Sugar Maple Asset Management
Wisconsin
$3.25M 63,315 -1,672 -3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$3.19M 62,148 -5,472 -8%
AWS
16
Atria Wealth Solutions
New York
$3.07M 59,848 -715 -1%
KAS
17
Kestra Advisory Services
Texas
$2.48M 48,287 -1,735 -3%
FWA
18
Flagship Wealth Advisors
Massachusetts
$2.19M 42,664 +42,664 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.78M 34,678 -317 -0.9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.65M 32,177 +3,380 +12%
Lido Advisors
21
Lido Advisors
California
$1.37M 26,714 -1,484 -5%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.3M 25,204 +5,922 +31%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.27M 24,790 -45,140 -65%
FTUS
24
Flow Traders U.S.
New York
$1.16M 22,513 -27,469 -55%
BBL
25
Beck Bode LLC
Massachusetts
$1.1M 21,415 -9,864 -32%
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