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Fidelity Dividend ETF for Rising Rates

84 hedge funds and large institutions have $155M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.05M -$233K -5,869 -18%
AAS
27
Avantax Advisory Services
Texas
$981K -$1.95M -49,156 -67%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$893K -$193K -4,846 -18%
SXL
29
Summit X LLC
Missouri
$833K -$69.3K -1,743 -8%
LNC
30
Lincoln National Corp
Pennsylvania
$797K -$16.4K -412 -2%
SFPG
31
Stonebridge Financial Planning Group
Florida
$748K -$33.8K -851 -4%
JWCA
32
J.W. Cole Advisors
Florida
$668K -$2.74K -69 -0.4%
GIA
33
Gladstone Institutional Advisory
Florida
$660K +$106K +2,662 +19%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$641K
IAN
35
Integrated Advisors Network
Texas
$529K +$3.98K +100 +0.8%
LWM
36
LJI Wealth Management
Indiana
$509K -$12.7K -320 -2%
HA
37
Herold Advisors
New York
$490K
AWA
38
Arkadios Wealth Advisors
Georgia
$488K +$110K +2,755 +29%
CFD
39
Creative Financial Designs
Indiana
$460K +$1.67K +42 +0.4%
JIP
40
Jaffetilchin Investment Partners
Florida
$425K +$358 +9 +0.1%
Truist Financial
41
Truist Financial
North Carolina
$421K +$200K +5,040 +91%
MAM
42
MWA Asset Management
Massachusetts
$407K +$407K +10,243 New
Stifel Financial
43
Stifel Financial
Missouri
$400K +$48K +1,206 +14%
IWC
44
Integrated Wealth Concepts
Massachusetts
$391K +$278 +7 +0.1%
PWA
45
Primoris Wealth Advisors
Florida
$387K -$77.5K -1,948 -17%
SPC
46
Sigma Planning Corp
Michigan
$384K -$24.9K -626 -6%
CAN
47
Cetera Advisor Networks
California
$381K -$31.6K -794 -8%
GJIA
48
Glass Jacobson Investment Advisors
Maryland
$372K +$4.18K +105 +1%
TCM
49
Triumph Capital Management
Colorado
$357K +$36.9K +927 +12%
CFS
50
CRA Financial Services
New Jersey
$330K -$17.8K -448 -5%