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Fidelity Dividend ETF for Rising Rates

95 hedge funds and large institutions have $185M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
23
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SXL
26
Summit X LLC
Missouri
$986K -$173K -3,372 -15%
SFPG
27
Stonebridge Financial Planning Group
Florida
$910K -$73K -1,421 -7%
GIA
28
Gladstone Institutional Advisory
Florida
$848K +$36.7K +714 +5%
SC
29
Sykon Capital
New York
$695K +$695K +13,528 New
IAN
30
Integrated Advisors Network
Texas
$683K
Stifel Financial
31
Stifel Financial
Missouri
$641K +$17.2K +335 +3%
HA
32
Herold Advisors
New York
$633K
PAS
33
PKS Advisory Services
New York
$555K +$555K +10,808 New
JIP
34
Jaffetilchin Investment Partners
Florida
$542K -$10.6K -207 -2%
BLC
35
Brown, Lisle/Cummings
Rhode Island
$534K +$87.3K +1,700 +20%
PS
36
Principal Securities
Iowa
$525K -$3.34K -65 -0.6%
IWC
37
Integrated Wealth Concepts
Massachusetts
$481K +$462 +9 +0.1%
AAS
38
Avantax Advisory Services
Texas
$471K -$93.1K -1,811 -16%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$442K +$139K +2,699 +46%
SPC
40
Sigma Planning Corp
Michigan
$430K +$82.6K +1,607 +24%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$424K +$424K +8,249 New
SS
42
Sunbelt Securities
Texas
$412K
LWM
43
LJI Wealth Management
Indiana
$401K -$192K -3,739 -32%
MWM
44
Mascoma Wealth Management
New Hampshire
$395K -$125K -2,441 -24%
AWA
45
Arkadios Wealth Advisors
Georgia
$365K -$99.9K -1,944 -22%
JWCA
46
J.W. Cole Advisors
Florida
$360K -$152K -2,953 -30%
SFG
47
Snider Financial Group
Washington
$356K +$356K +6,932 New
CFB
48
Cullen/Frost Bankers
Texas
$344K +$174K +3,380 +102%
Jane Street
49
Jane Street
New York
$329K -$1.71M -33,365 -84%
AWM
50
Axxcess Wealth Management
California
$328K