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Fidelity Dividend ETF for Rising Rates

91 hedge funds and large institutions have $142M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
31
Reduced
32
Closed
6
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Market Value Shares Shares
Change
Shares
Change %
CAG
51
Csenge Advisory Group
Florida
$340K 8,352 -171 -2%
SS
52
Sunbelt Securities
Texas
$327K 8,143 -256 -3%
1WA
53
180 Wealth Advisors
Washington
$304K 7,471 -80 -1%
BLC
54
Brown, Lisle/Cummings
Rhode Island
$276K 6,800
GFA
55
Gallagher Fiduciary Advisors
Illinois
$271K 6,658 +6,658 New
FHA
56
Flagship Harbor Advisors
Massachusetts
$261K 6,428 +13 +0.2%
AWM
57
Axxcess Wealth Management
California
$261K 6,421
HAS
58
HBW Advisory Services
California
$259K 6,367 -2,612 -29%
PA
59
PFG Advisors
Arizona
$254K 6,236 +6,236 New
Goldman Sachs
60
Goldman Sachs
New York
$217K 5,325
DIA
61
Dana Investment Advisors
Wisconsin
$214K 5,256
AW
62
Atlas Wealth
Ohio
$213K 5,240 -710 -12%
TSS
63
Two Sigma Securities
New York
$212K 5,225 +5,225 New
WS
64
Wedbush Securities
California
$209K 5,143 +116 +2%
CTA
65
Colonial Trust Advisors
South Carolina
$136K 3,335
WP
66
WealthShield Partners
North Carolina
$130K 3,206 +3,206 New
GWM
67
Geneos Wealth Management
Colorado
$79.3K 1,950
CFGS
68
Concourse Financial Group Securities
Alabama
$78.5K 1,930 +480 +33%
EW
69
Element Wealth
Mississippi
$77.9K 1,916 -646 -25%
ASN
70
Advisory Services Network
Georgia
$72.4K 1,782 -2,545 -59%
IA
71
IFP Advisors
Florida
$70.1K 2,276 +113 +5%
TWA
72
TCI Wealth Advisors
Arizona
$50K 1,229 +1,049 +583%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$45.6K 1,121
AF
74
Advisornet Financial
Minnesota
$40.8K 1,003
CCA
75
Column Capital Advisors
Indiana
$24.4K 600