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Fidelity Dividend ETF for Rising Rates

110 hedge funds and large institutions have $223M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.27M
SFPG
27
Stonebridge Financial Planning Group
Florida
$1.12M
FWA
28
Flagship Wealth Advisors
Massachusetts
$993K
AAP
29
Arax Advisory Partners
Colorado
$980K
Citadel Advisors
30
Citadel Advisors
Florida
$968K
JIP
31
Jaffetilchin Investment Partners
Florida
$903K
GIA
32
Gladstone Institutional Advisory
Florida
$891K
P
33
&Partners
Tennessee
$844K
IAN
34
Integrated Advisors Network
Texas
$802K
HA
35
Herold Advisors
New York
$752K
BLC
36
Brown, Lisle/Cummings
Rhode Island
$670K
Creative Planning
37
Creative Planning
Kansas
$660K
PS
38
Principal Securities
Iowa
$614K
PAS
39
PKS Advisory Services
New York
$600K
IWC
40
Integrated Wealth Concepts
Massachusetts
$560K
BBL
41
Beck Bode LLC
Massachusetts
$550K
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$540K
CFCS
43
CDM Financial Counseling Services
Connecticut
$494K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$484K
AWA
45
Arkadios Wealth Advisors
Georgia
$470K
MA
46
Mutual Advisors
Nebraska
$465K
JWCA
47
J.W. Cole Advisors
Florida
$433K
LWM
48
LJI Wealth Management
Indiana
$407K
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$395K
SPC
50
Sigma Planning Corp
Michigan
$392K