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Fidelity Dividend ETF for Rising Rates

49 hedge funds and large institutions have $62.5M invested in Fidelity Dividend ETF for Rising Rates in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
26
Jaffetilchin Investment Partners
Florida
$340K +$46.5K +1,513 +16%
CA
27
Cambridge Advisors
Nebraska
$310K +$1.94K +63 +0.6%
SS
28
Sunbelt Securities
Texas
$248K -$4.76K -155 -2%
F
29
F3Logic
Minnesota
$239K -$8.62K -280 -3%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$221K +$221K +7,191 New
SFS
31
Sowell Financial Services
Arkansas
$147K -$42.4K -1,379 -22%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$117K -$33.4K -1,087 -22%
FHA
33
Flagship Harbor Advisors
Massachusetts
$83K -$15.2K -495 -15%
GWM
34
Geneos Wealth Management
Colorado
$74K
HWA
35
HHM Wealth Advisors
Tennessee
$56K +$427 +14 +0.8%
CAL
36
Capital Analysts LLC
Pennsylvania
$49K -$92K -2,985 -65%
CFGS
37
Concourse Financial Group Securities
Alabama
$47K
CAN
38
Cetera Advisor Networks
California
$45K +$45K +1,452 New
Wells Fargo
39
Wells Fargo
California
$16K +$585 +19 +4%
SF
40
Synovus Financial
Georgia
$15K -$297K -9,562 -95%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$15K
CAC
42
Certified Advisory Corp
Florida
$14K +$95 +3 +0.7%
APA
43
American Portfolios Advisors
New York
$9.85K +$9.85K +320 New
WCG
44
Weaver Consulting Group
California
$9K -$15K -500 -62%
MIFH
45
Migdal Insurance & Financial Holdings
Israel
$6K -$43.3K -1,300 -88%
BL
46
Balentine LLC
Georgia
$5K +$5K +174 New
HI
47
Hudock Inc
Pennsylvania
$3K +$3K +106 New
IA
48
IFP Advisors
Florida
$2K
BWM
49
BerganKDV Wealth Management
Minnesota
$1K
AA
50
Argent Advisors
Louisiana
-$411K -15,589 Closed