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Fidelity Dividend ETF for Rising Rates

94 hedge funds and large institutions have $176M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
34
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
51
Csenge Advisory Group
Florida
$340K +$18.4K +462 +6%
SS
52
Sunbelt Securities
Texas
$335K
1WA
53
180 Wealth Advisors
Washington
$314K -$9.76K -235 -3%
TCM
54
Triumph Capital Management
Colorado
$303K +$6.22K +156 +2%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$293K +$293K +7,365 New
BLC
56
Brown, Lisle/Cummings
Rhode Island
$271K +$12K +300 +5%
F
57
F3Logic
Minnesota
$264K -$23.3K -585 -8%
GBS
58
Gallagher Benefit Services
Illinois
$264K +$264K +6,630 New
AWM
59
Axxcess Wealth Management
California
$256K
FHA
60
Flagship Harbor Advisors
Massachusetts
$256K +$279 +7 +0.1%
AW
61
Atlas Wealth
Ohio
$237K +$237K +5,950 New
Truist Financial
62
Truist Financial
North Carolina
$227K +$227K +5,698 New
Goldman Sachs
63
Goldman Sachs
New York
$212K +$212K +5,325 New
DIA
64
Dana Investment Advisors
Wisconsin
$209K +$209K +5,256 New
CA
65
Cetera Advisors
Colorado
$202K +$202K +5,075 New
WS
66
Wedbush Securities
California
$200K +$200K +5,027 New
CA
67
CoreCap Advisors
Michigan
$177K +$177K +4,440 New
ASN
68
Advisory Services Network
Georgia
$172K +$172K +4,327 New
MCC
69
Money Concepts Capital
Florida
$162K +$158K +3,960 +3,536%
CTA
70
Colonial Trust Advisors
South Carolina
$133K +$133K +3,335 New
EW
71
Element Wealth
Mississippi
$102K +$4.62K +116 +5%
GWM
72
Geneos Wealth Management
Colorado
$77.7K -$9.96K -250 -11%
IA
73
IFP Advisors
Florida
$66K +$2.11K +69 +3%
CFGS
74
Concourse Financial Group Securities
Alabama
$57.8K +$12.6K +315 +28%
HNWAG
75
High Net Worth Advisory Group
Florida
$56.3K +$239 +6 +0.4%