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Fidelity Dividend ETF for Rising Rates

108 hedge funds and large institutions have $212M invested in Fidelity Dividend ETF for Rising Rates in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 10 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:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

4% less funds holding

Funds holding: 112108 (-4)

5% less capital invested

Capital invested by funds: $224M → $212M (-$12.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $600K

Holders
108
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
$600K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$377K
AWM
52
Axxcess Wealth Management
California
$373K
FFA
53
Farther Finance Advisors
California
$332K
NGA
54
Naples Global Advisors
Florida
$327K
Goldman Sachs
55
Goldman Sachs
New York
$316K
IFG
56
Independent Financial Group
California
$314K
EH
57
Equitable Holdings
New York
$296K
CA
58
CoreCap Advisors
Michigan
$293K
FTS
59
Fifth Third Securities
Ohio
$279K
SFG
60
Snider Financial Group
Washington
$263K
MWM
61
Mascoma Wealth Management
New Hampshire
$262K
CAG
62
Csenge Advisory Group
Florida
$260K
HAS
63
HBW Advisory Services
California
$255K
AAP
64
Arax Advisory Partners
Colorado
$255K
GJIA
65
Glass Jacobson Investment Advisors
Maryland
$250K
PFA
66
Perryman Financial Advisory
Texas
$232K
NL
67
NWAM LLC
Washington
$229K
SWP
68
ShoreHaven Wealth Partners
New Jersey
$223K
MWS
69
MFA Wealth Services
California
$222K
DJSG
70
D.J. St. Germain
Massachusetts
$218K
WWM
71
Western Wealth Management
Colorado
$217K
LC
72
Landaas & Company
Wisconsin
$215K
NA
73
NewEdge Advisors
Louisiana
$198K
CFB
74
Cullen/Frost Bankers
Texas
$191K
WP
75
WealthShield Partners
North Carolina
$189K