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Fidelity Dividend ETF for Rising Rates

90 hedge funds and large institutions have $180M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
28
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
Axxcess Wealth Management
California
$344K -$2.98K -55 -0.9%
LC
52
Landaas & Company
Wisconsin
$329K
Goldman Sachs
53
Goldman Sachs
New York
$289K
CA
54
CoreCap Advisors
Michigan
$268K +$3.25K +60 +1%
GS
55
GTS Securities
New York
$259K -$2.89M -53,241 -92%
MWM
56
Mascoma Wealth Management
New Hampshire
$253K -$135K -2,484 -35%
HAS
57
HBW Advisory Services
California
$250K -$14.4K -265 -5%
D
58
Dentgroup
Louisiana
$232K +$232K +4,282 New
Truist Financial
59
Truist Financial
North Carolina
$228K -$79.1K -1,459 -26%
CAG
60
Csenge Advisory Group
Florida
$228K
MWS
61
MFA Wealth Services
California
$218K -$2.39K -44 -1%
GJIA
62
Glass Jacobson Investment Advisors
Maryland
$213K -$76K -1,402 -26%
WS
63
Wedbush Securities
California
$210K +$210K +3,877 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$209K +$123K +2,275 +144%
CFB
65
Cullen/Frost Bankers
Texas
$206K -$154K -2,848 -43%
DJSG
66
D.J. St. Germain
Massachusetts
$201K
WP
67
WealthShield Partners
North Carolina
$174K
DWM
68
Darwin Wealth Management
Florida
$94.4K +$1.14K +21 +1%
IA
69
IFP Advisors
Florida
$85K +$434 +8 +0.5%
AF
70
Allworth Financial
California
$83.4K
AF
71
Advisornet Financial
Minnesota
$79.7K +$163 +3 +0.2%
LFG
72
Larson Financial Group
Missouri
$76.5K
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$56.7K
Comerica Bank
74
Comerica Bank
Texas
$48.9K +$32.6K +601 +200%
AWM
75
AE Wealth Management
Kansas
$44.9K +$8.13K +150 +22%