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Fidelity Dividend ETF for Rising Rates

83 hedge funds and large institutions have $145M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 12 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $170M → $145M (-$25.3M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
83
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$298K
52
$286K
53
$276K
54
$264K
55
$255K
56
$248K
57
$240K
58
$231K
59
$228K
60
$227K
61
$134K
62
$87K
63
$78K
64
$77K
65
$66K
66
$50K
67
$40K
68
$36K
69
$25.8K
70
$22K
71
$21K
72
$18K
73
$13K
74
$7K
75
$7K