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Fidelity Dividend ETF for Rising Rates

95 hedge funds and large institutions have $185M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
23
Reduced
30
Closed
4
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
$315K +$35.5K +691 +13%
CFD
52
Creative Financial Designs
Indiana
$311K +$16.4K +319 +6%
LC
53
Landaas & Company
Wisconsin
$311K
Truist Financial
54
Truist Financial
North Carolina
$290K -$1.39K -27 -0.5%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$274K -$10.9K -213 -4%
Goldman Sachs
56
Goldman Sachs
New York
$274K
PSCM
57
Per Stirling Capital Management
Texas
$256K
CA
58
CoreCap Advisors
Michigan
$255K -$3.19K -62 -1%
HAS
59
HBW Advisory Services
California
$250K -$12.8K -250 -5%
MWS
60
MFA Wealth Services
California
$246K +$246K +4,795 New
NLWP
61
Next Level Wealth Planning
Idaho
$228K +$228K +4,445 New
CAG
62
Csenge Advisory Group
Florida
$226K +$1.95K +38 +0.9%
DJSG
63
D.J. St. Germain
Massachusetts
$191K
WP
64
WealthShield Partners
North Carolina
$165K
EW
65
Element Wealth
Mississippi
$134K
MA
66
Montag & Associates
Georgia
$94.5K
DWM
67
Darwin Wealth Management
Florida
$88.4K +$668 +13 +0.8%
GWM
68
Geneos Wealth Management
Colorado
$82.2K
AF
69
Allworth Financial
California
$81.1K
IA
70
IFP Advisors
Florida
$79.7K +$3.39K +66 +4%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$79K -$59.4K -1,149 -43%
AF
72
Advisornet Financial
Minnesota
$75.2K +$23.7K +461 +46%
LFG
73
Larson Financial Group
Missouri
$64.2K
Wells Fargo
74
Wells Fargo
California
$60K +$51K +993 +571%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$54K