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Fidelity Dividend ETF for Rising Rates

56 hedge funds and large institutions have $104M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
20
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
26
Sunbelt Securities
Texas
$377K +$111K +3,457 +42%
BTS
27
BB&T Securities
Virginia
$314K +$86K +2,677 +38%
BPWA
28
Beacon Pointe Wealth Advisors
California
$310K
LC
29
Lavaca Capital
Texas
$300K
CA
30
Cambridge Advisors
Nebraska
$297K +$22.9K +711 +8%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$268K -$65.1K -2,021 -20%
Morgan Stanley
32
Morgan Stanley
New York
$254K +$87K +2,700 +52%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$253K +$7.34K +228 +3%
DWM
34
Darwin Wealth Management
Florida
$250K -$12.4K -383 -5%
SFS
35
Sowell Financial Services
Arkansas
$232K +$232K +7,195 New
AI
36
Atria Investments
North Carolina
$213K +$678 +21 +0.3%
IWM
37
IHT Wealth Management
Illinois
$206K +$206K +6,378 New
AG
38
Advisor Group
Arizona
$138K +$22.6K +704 +20%
CAL
39
Capital Analysts LLC
Pennsylvania
$96K +$96K +2,985 New
AIC
40
Ameritas Investment Company
Nebraska
$78K +$78K +2,417 New
FAAS
41
First Allied Advisory Services
California
$76K +$76K +2,360 New
FHA
42
Flagship Harbor Advisors
Massachusetts
$74K
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$48K
BCI
44
Brinker Capital Investments
Pennsylvania
$41K
WCG
45
Weaver Consulting Group
California
$32K
SPIA
46
Steward Partners Investment Advisory
New York
$32K +$32K +1,000 New
ASN
47
Advisory Services Network
Georgia
$28K
CFGS
48
Concourse Financial Group Securities
Alabama
$23K +$23K +700 New
AIM
49
Advantage Investment Management
Iowa
$18K -$3.27K -100 -15%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$16K