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Fidelity Dividend ETF for Rising Rates

71 hedge funds and large institutions have $126M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
27
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$634K -$162K -3,561 -20%
HA
27
Herold Advisors
New York
$615K
JWCA
28
J.W. Cole Advisors
Florida
$606K +$606K +13,365 New
GIA
29
Gladstone Institutional Advisory
Florida
$595K -$155K -3,409 -21%
CAN
30
Cetera Advisor Networks
California
$550K +$5.36K +118 +1%
IAN
31
Integrated Advisors Network
Texas
$538K
AWA
32
Arkadios Wealth Advisors
Georgia
$501K -$545 -12 -0.1%
JIP
33
Jaffetilchin Investment Partners
Florida
$479K +$4.63K +102 +1%
1WA
34
180 Wealth Advisors
Washington
$471K -$8.69K -200 -2%
IWC
35
Integrated Wealth Concepts
Massachusetts
$433K +$227 +5 +0.1%
F
36
F3Logic
Minnesota
$386K +$55.5K +1,222 +17%
SS
37
Sunbelt Securities
Texas
$377K +$7.14K +159 +2%
CFS
38
CRA Financial Services
New Jersey
$326K +$326K +7,175 New
BRWA
39
B. Riley Wealth Advisors
Florida
$318K +$318K +6,995 New
AWM
40
Axxcess Wealth Management
California
$304K +$304K +6,696 New
CA
41
Cambridge Advisors
Nebraska
$302K +$2.08K +46 +0.7%
FHA
42
Flagship Harbor Advisors
Massachusetts
$287K +$681 +15 +0.2%
LNC
43
Lincoln National Corp
Pennsylvania
$269K +$269K +5,947 New
CFD
44
Creative Financial Designs
Indiana
$253K +$253K +5,572 New
DIA
45
Dana Investment Advisors
Wisconsin
$251K
BLC
46
Brown, Lisle/Cummings
Rhode Island
$245K +$245K +5,400 New
Goldman Sachs
47
Goldman Sachs
New York
$242K
MML Investors Services
48
MML Investors Services
Massachusetts
$234K -$16.9K -373 -7%
CA
49
Cetera Advisors
Colorado
$223K +$223K +4,920 New
SCA
50
Sage Capital Advisors
South Dakota
$222K