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Fidelity Dividend ETF for Rising Rates

85 hedge funds and large institutions have $138M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
51
Sykon Capital
New York
$339K +$339K +8,119 New
TCM
52
Triumph Capital Management
Colorado
$336K -$26.5K -636 -7%
1WA
53
180 Wealth Advisors
Washington
$285K -$27.4K -656 -9%
BLC
54
Brown, Lisle/Cummings
Rhode Island
$284K
AWM
55
Axxcess Wealth Management
California
$268K
PA
56
PFG Advisors
Arizona
$261K +$751 +18 +0.3%
HAS
57
HBW Advisory Services
California
$234K -$31.4K -753 -12%
Truist Financial
58
Truist Financial
North Carolina
$231K -$393K -9,427 -63%
Goldman Sachs
59
Goldman Sachs
New York
$222K
GFA
60
Gallagher Fiduciary Advisors
Illinois
$215K -$63.4K -1,518 -23%
CA
61
CoreCap Advisors
Michigan
$202K +$202K +4,830 New
Wells Fargo
62
Wells Fargo
California
$146K +$125K +3,000 +600%
WP
63
WealthShield Partners
North Carolina
$134K
EW
64
Element Wealth
Mississippi
$96.9K +$16.9K +405 +21%
IA
65
IFP Advisors
Florida
$93.2K -$1.8K -43 -2%
CTA
66
Colonial Trust Advisors
South Carolina
$88.6K -$50.7K -1,214 -36%
GWM
67
Geneos Wealth Management
Colorado
$81.4K
CFGS
68
Concourse Financial Group Securities
Alabama
$80.6K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$53K +$35.8K +850 +207%
AF
70
Advisornet Financial
Minnesota
$41.9K
ACA
71
Aptus Capital Advisors
Alabama
$35.1K +$35.1K +840 New
CCA
72
Column Capital Advisors
Indiana
$25K
HI
73
Harbour Investments
Wisconsin
$23.7K
AAG
74
Armstrong Advisory Group
Massachusetts
$20.6K
WP
75
WealthPLAN Partners
Nebraska
$19.7K