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Fidelity Dividend ETF for Rising Rates

109 hedge funds and large institutions have $218M invested in Fidelity Dividend ETF for Rising Rates in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $224M → $218M (-$6.3M)

3% less funds holding

Funds holding: 112109 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $600K

Holders
109
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$600K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$402K
LWM
52
LJI Wealth Management
Indiana
$393K
SPC
53
Sigma Planning Corp
Michigan
$377K
AWM
54
Axxcess Wealth Management
California
$373K
FFA
55
Farther Finance Advisors
California
$332K
NGA
56
Naples Global Advisors
Florida
$327K
Goldman Sachs
57
Goldman Sachs
New York
$316K
IFG
58
Independent Financial Group
California
$314K
EH
59
Equitable Holdings
New York
$296K
CA
60
CoreCap Advisors
Michigan
$293K
FTS
61
Fifth Third Securities
Ohio
$279K
SFG
62
Snider Financial Group
Washington
$263K
MWM
63
Mascoma Wealth Management
New Hampshire
$262K
CAG
64
Csenge Advisory Group
Florida
$260K
HAS
65
HBW Advisory Services
California
$255K
AAP
66
Arax Advisory Partners
Colorado
$255K
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$250K
PFA
68
Perryman Financial Advisory
Texas
$232K
NL
69
NWAM LLC
Washington
$229K
SWP
70
ShoreHaven Wealth Partners
New Jersey
$223K
MWS
71
MFA Wealth Services
California
$222K
DJSG
72
D.J. St. Germain
Massachusetts
$218K
WWM
73
Western Wealth Management
Colorado
$217K
LC
74
Landaas & Company
Wisconsin
$215K
CFB
75
Cullen/Frost Bankers
Texas
$191K