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Fidelity Dividend ETF for Rising Rates

108 hedge funds and large institutions have $212M invested in Fidelity Dividend ETF for Rising Rates in 2026 Q1 according to their latest regulatory filings, with 10 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 funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

4% less funds holding

Funds holding: 112108 (-4)

5% less capital invested

Capital invested by funds: $224M → $212M (-$12.1M)

100% less call options, than puts

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

Holders
108
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
AWMG
76
ADG Wealth Management Group
Louisiana
$167K
LFG
77
Larson Financial Group
Missouri
$165K
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$140K
HI
79
Harbour Investments
Wisconsin
$126K
KFP
80
Kerr Financial Planning
California
$116K
Wells Fargo
81
Wells Fargo
California
$114K
DWM
82
Darwin Wealth Management
Florida
$104K
AF
83
Allworth Financial
California
$97.8K
IA
84
IFP Advisors
Florida
$97.1K
AF
85
Advisornet Financial
Minnesota
$86.9K
CI
86
CX Institutional
Indiana
$83K
ASN
87
Advisory Services Network
Georgia
$80.3K
MS
88
Monetary Solutions
Ohio
$70K
SWM
89
SHP Wealth Management
Massachusetts
$58.8K
CPG
90
Cornerstone Planning Group
New Jersey
$55.9K
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$53K
GWM
92
Geneos Wealth Management
Colorado
$47K
AWM
93
AE Wealth Management
Kansas
$27.5K
CTA
94
Colonial Trust Advisors
South Carolina
$26.5K
BFP
95
Birchwood Financial Partners
Minnesota
$25.4K
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$24.5K
GI
97
GAMMA Investing
California
$23.7K
ITIM
98
Indiana Trust & Investment Management
Indiana
$19.6K
TPWA
99
Twin Peaks Wealth Advisors
California
$19.6K
AssetMark Inc
100
AssetMark Inc
California
$19.1K