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Fidelity Dividend ETF for Rising Rates

88 hedge funds and large institutions have $179M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
28
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HI
76
Harbour Investments
Wisconsin
$28.4K 524 +3 +0.6%
CTA
77
Colonial Trust Advisors
South Carolina
$28K 516
GI
78
GAMMA Investing
California
$21.9K 403
CIA
79
Cape Investment Advisory
Georgia
$20.6K 379
HNB
80
Huntington National Bank
Ohio
AssetMark Inc
81
AssetMark Inc
California
$17.1K 315 +48 +18%
MIFH
82
Migdal Insurance & Financial Holdings
Israel
$10K 180
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$4.56K 84
GEA
84
Glen Eagle Advisors
New Jersey
$4.34K 80
TPWA
85
Twin Peaks Wealth Advisors
California
$4.09K 72 +72 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$4.07K 75
HWM
87
HighMark Wealth Management
Minnesota
$1.49K 27
RF
88
Roxbury Financial
New Jersey
$752 14
Wells Fargo
89
Wells Fargo
California
$52 1 +1 New
Lido Advisors
90
Lido Advisors
California
-25,075 Closed
Stifel Financial
91
Stifel Financial
Missouri
-9,376 Closed
Citadel Advisors
92
Citadel Advisors
Florida
-8,988 Closed
PSCM
93
Per Stirling Capital Management
Texas
-4,973 Closed
MA
94
Montag & Associates
Georgia
-1,840 Closed
QCG
95
Quadrant Capital Group
Ohio
-500 Closed
CA
96
Continuum Advisory
Idaho
-272 Closed
HHGA
97
Halbert Hargrove Global Advisors
California