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Fidelity Dividend ETF for Rising Rates

90 hedge funds and large institutions have $182M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
28
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$281K +$84.9K +1,647 +43%
Goldman Sachs
52
Goldman Sachs
New York
$274K
1WA
53
180 Wealth Advisors
Washington
$272K -$23.4K -455 -8%
HAS
54
HBW Advisory Services
California
$264K +$51 +1 +0%
CA
55
CoreCap Advisors
Michigan
$259K +$259K +5,032 New
PSCM
56
Per Stirling Capital Management
Texas
$256K +$256K +4,973 New
CAG
57
Csenge Advisory Group
Florida
$227K +$1.15K +22 +0.5%
DJSG
58
D.J. St. Germain
Massachusetts
$191K
CFB
59
Cullen/Frost Bankers
Texas
$171K +$171K +3,316 New
WP
60
WealthShield Partners
North Carolina
$165K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$138K -$130K -2,527 -49%
EW
62
Element Wealth
Mississippi
$134K +$51 +1 +0%
MA
63
Montag & Associates
Georgia
$94.8K +$94.8K +1,840 New
DWM
64
Darwin Wealth Management
Florida
$87.9K +$87.9K +1,707 New
GWM
65
Geneos Wealth Management
Colorado
$82.4K
AF
66
Allworth Financial
California
$79.2K
IA
67
IFP Advisors
Florida
$76.5K +$309 +6 +0.4%
LFG
68
Larson Financial Group
Missouri
$64.4K
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$53.9K
AF
70
Advisornet Financial
Minnesota
$51.7K
CFGS
71
Concourse Financial Group Securities
Alabama
$47.1K +$22.4K +435 +91%
CTA
72
Colonial Trust Advisors
South Carolina
$26.6K
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$26.5K -$52 -1 -0.2%
HI
74
Harbour Investments
Wisconsin
$26.4K +$155 +3 +0.6%
QCG
75
Quadrant Capital Group
Ohio
$25.8K -$25.8K -500 -50%