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Fidelity Dividend ETF for Rising Rates

91 hedge funds and large institutions have $137M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$42.3M
2 -$1.81M
3 -$1.21M
4
JP Morgan Chase
JP Morgan Chase
New York
-$660K
5
SC
Sykon Capital
New York
-$526K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
CoreCap Advisors
Michigan
$282K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$281K
MWM
53
Mascoma Wealth Management
New Hampshire
$274K
HAS
54
HBW Advisory Services
California
$270K
Creative Planning
55
Creative Planning
Kansas
$269K
CAG
56
Csenge Advisory Group
Florida
$262K
HFA
57
High Falls Advisors
New York
$258K
GJIA
58
Glass Jacobson Investment Advisors
Maryland
$245K
Truist Financial
59
Truist Financial
North Carolina
$238K
WS
60
Wedbush Securities
California
$227K
MWS
61
MFA Wealth Services
California
$221K
DJSG
62
D.J. St. Germain
Massachusetts
$218K
Jane Street
63
Jane Street
New York
$215K
CFB
64
Cullen/Frost Bankers
Texas
$199K
WP
65
WealthShield Partners
North Carolina
$188K
KFPC
66
KERR FINANCIAL PLANNING Corp
California
$110K
DWM
67
Darwin Wealth Management
Florida
$103K
LFG
68
Larson Financial Group
Missouri
$89.7K
AF
69
Advisornet Financial
Minnesota
$86.3K
CI
70
CX Institutional
Indiana
$81K
ASN
71
Advisory Services Network
Georgia
$78.9K
AAS
72
Ameritas Advisory Services
Nebraska
$61.5K
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$61.3K
Comerica Bank
74
Comerica Bank
Texas
$52.8K
CPG
75
Cornerstone Planning Group
New Jersey
$49.2K