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Fidelity Dividend ETF for Rising Rates

94 hedge funds and large institutions have $176M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
34
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.45M -$439K -11,017 -23%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.35M +$42.7K +1,072 +3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.04M +$146K +3,674 +16%
OMC
29
Old Mission Capital
Illinois
$910K
SPC
30
Sigma Planning Corp
Michigan
$905K +$78.8K +1,977 +10%
PWA
31
Primoris Wealth Advisors
Florida
$797K -$186K -4,684 -19%
NA
32
NewEdge Advisors
Louisiana
$783K +$79.6K +1,998 +11%
LNC
33
Lincoln National Corp
Pennsylvania
$718K -$64K -1,605 -8%
SFPG
34
Stonebridge Financial Planning Group
Florida
$696K +$59.8K +1,501 +9%
JWCA
35
J.W. Cole Advisors
Florida
$675K -$81.2K -2,038 -11%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$595K +$191K +4,798 +47%
GIA
37
Gladstone Institutional Advisory
Florida
$544K +$40 +1 +0%
HA
38
Herold Advisors
New York
$541K
LWM
39
LJI Wealth Management
Indiana
$515K +$515K +12,927 New
IAN
40
Integrated Advisors Network
Texas
$505K +$31.9K +800 +7%
CFD
41
Creative Financial Designs
Indiana
$462K -$3.75K -94 -0.8%
JIP
42
Jaffetilchin Investment Partners
Florida
$418K -$5.98K -150 -1%
WWM
43
Western Wealth Management
Colorado
$403K -$634K -15,918 -61%
CAN
44
Cetera Advisor Networks
California
$400K +$32.2K +809 +9%
CFS
45
CRA Financial Services
New Jersey
$392K -$2.91K -73 -0.7%
IWC
46
Integrated Wealth Concepts
Massachusetts
$381K +$159 +4 +0%
AWA
47
Arkadios Wealth Advisors
Georgia
$375K +$1.16K +29 +0.3%
HAS
48
HBW Advisory Services
California
$358K +$78.8K +1,976 +28%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$349K -$298K -7,478 -46%
Stifel Financial
50
Stifel Financial
Missouri
$341K -$2.75K -69 -0.8%