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Fidelity Dividend ETF for Rising Rates

47 hedge funds and large institutions have $69.7M invested in Fidelity Dividend ETF for Rising Rates in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
26
Sunbelt Securities
Texas
$294K -$8.54K -232 -3%
RJA
27
Raymond James & Associates
Florida
$247K -$2.94K -80 -1%
F
28
F3Logic
Minnesota
$244K -$6.01K -163 -2%
FHA
29
Flagship Harbor Advisors
Massachusetts
$232K +$22.4K +607 +11%
Truist Financial
30
Truist Financial
North Carolina
$207K +$207K +5,643 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$130K -$79K -2,142 -38%
SFS
32
Sowell Financial Services
Arkansas
$117K -$189K -5,115 -62%
GWM
33
Geneos Wealth Management
Colorado
$109K +$8.75K +218 +9%
HWA
34
HHM Wealth Advisors
Tennessee
$68K +$366 +10 +0.5%
CAL
35
Capital Analysts LLC
Pennsylvania
$58K
GA
36
GoalVest Advisory
New York
$58K +$58K +1,572 New
ASN
37
Advisory Services Network
Georgia
$56K +$37K +1,001 +194%
CFGS
38
Concourse Financial Group Securities
Alabama
$42K
APA
39
American Portfolios Advisors
New York
$25.6K +$8.21K +223 +47%
IA
40
Inspire Advisors
Idaho
$19K +$19K +509 New
Wells Fargo
41
Wells Fargo
California
$18K -$3.82K -106 -17%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$18K
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$7K
MCC
44
Money Concepts Capital
Florida
$4K +$4K +112 New
HI
45
Hudock Inc
Pennsylvania
$3K
IA
46
IFP Advisors
Florida
$2K
TWA
47
TCI Wealth Advisors
Arizona
$1K
BRWA
48
B. Riley Wealth Advisors
Florida
-$6.93M -213,575 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$2.21M -68,164 Closed
Jane Street
50
Jane Street
New York
-$1.26M -38,846 Closed