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Fidelity Dividend ETF for Rising Rates

83 hedge funds and large institutions have $145M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $170M → $145M (-$25.3M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
83
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
26
$1.16M
27
$1.07M
28
$1.05M
29
$926K
30
$895K
31
$810K
32
$794K
33
$736K
34
$696K
35
$673K
36
$626K
37
$576K
38
$566K
39
$484K
40
$481K
41
$421K
42
$415K
43
$378K
44
$359K
45
$351K
46
$339K
47
$333K
48
$327K
49
$321K
50
$306K