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Fidelity Dividend ETF for Rising Rates

85 hedge funds and large institutions have $138M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.14M +$11.4K +273 +1%
SXL
27
Summit X LLC
Missouri
$947K +$147K +3,516 +18%
LNC
28
Lincoln National Corp
Pennsylvania
$853K +$96.8K +2,318 +13%
SFPG
29
Stonebridge Financial Planning Group
Florida
$820K +$19.3K +462 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$767K -$632K -15,138 -45%
JWCA
31
J.W. Cole Advisors
Florida
$704K -$17.8K -427 -2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$673K +$38K +910 +6%
GIA
33
Gladstone Institutional Advisory
Florida
$581K +$11.2K +268 +2%
IAN
34
Integrated Advisors Network
Texas
$551K +$14.6K +350 +3%
LWM
35
LJI Wealth Management
Indiana
$548K -$17.9K -430 -3%
HA
36
Herold Advisors
New York
$514K
PWA
37
Primoris Wealth Advisors
Florida
$487K -$109K -2,623 -18%
CFD
38
Creative Financial Designs
Indiana
$481K +$22.4K +536 +5%
JIP
39
Jaffetilchin Investment Partners
Florida
$446K +$3.92K +94 +0.9%
CAN
40
Cetera Advisor Networks
California
$433K -$14.9K -358 -3%
SPC
41
Sigma Planning Corp
Michigan
$429K -$190K -4,560 -31%
IWC
42
Integrated Wealth Concepts
Massachusetts
$410K +$334 +8 +0.1%
AWA
43
Arkadios Wealth Advisors
Georgia
$398K +$2.3K +55 +0.6%
WWM
44
Western Wealth Management
Colorado
$395K -$26.1K -626 -6%
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$386K +$386K +9,246 New
Stifel Financial
46
Stifel Financial
Missouri
$370K -$13.5K -323 -4%
CFS
47
CRA Financial Services
New Jersey
$365K -$43.7K -1,047 -11%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$356K -$9.85K -236 -3%
CAG
49
Csenge Advisory Group
Florida
$348K -$626 -15 -0.2%
SS
50
Sunbelt Securities
Texas
$340K