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Fidelity Dividend ETF for Rising Rates

87 hedge funds and large institutions have $170M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
38
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
51
Sunbelt Securities
Texas
$324K
Stifel Financial
52
Stifel Financial
Missouri
$314K +$41.9K +1,084 +15%
F
53
F3Logic
Minnesota
$278K -$28.1K -726 -9%
CA
54
Cambridge Advisors
Nebraska
$260K +$1.54K +40 +0.6%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$257K
AWM
56
Axxcess Wealth Management
California
$248K
FHA
57
Flagship Harbor Advisors
Massachusetts
$247K +$425 +11 +0.2%
BLC
58
Brown, Lisle/Cummings
Rhode Island
$245K +$25.1K +650 +11%
BFP
59
Briaud Financial Planning
Texas
$235K +$235K +6,100 New
Citadel Advisors
60
Citadel Advisors
Florida
$230K +$230K +5,961 New
DIA
61
Dana Investment Advisors
Wisconsin
$213K
Goldman Sachs
62
Goldman Sachs
New York
$206K
CA
63
CoreCap Advisors
Michigan
$98K +$98K +2,543 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$96K +$10.5K +271 +12%
GWM
65
Geneos Wealth Management
Colorado
$85K
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$84K -$2.62K -68 -3%
IA
67
IFP Advisors
Florida
$60K
HNWAG
68
High Net Worth Advisory Group
Florida
$54K +$44.4K +1,149 +460%
CFGS
69
Concourse Financial Group Securities
Alabama
$44K
EW
70
Element Wealth
Mississippi
$44K +$3.07K +80 +8%
AF
71
Advisornet Financial
Minnesota
$29K +$29K +745 New
APA
72
American Portfolios Advisors
New York
$27.9K +$232 +6 +0.8%
CCA
73
Column Capital Advisors
Indiana
$27K
HI
74
Harbour Investments
Wisconsin
$22K +$22K +568 New
Wells Fargo
75
Wells Fargo
California
$19K -$38 -1 -0.2%