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Fidelity Dividend ETF for Rising Rates

83 hedge funds and large institutions have $145M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
34
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
76
Delos Wealth Advisors
Texas
$7K +$7K +200 New
MIFH
77
Migdal Insurance & Financial Holdings
Israel
$6K
TWA
78
TCI Wealth Advisors
Arizona
$6K +$2.55K +76 +74%
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.32K
MCC
80
Money Concepts Capital
Florida
$4K
HWM
81
HighMark Wealth Management
Minnesota
$1K
WIM
82
Westside Investment Management
California
$8 +$8 +250 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$3
VA
84
Valmark Advisers
Ohio
-$1.77M -45,723 Closed
GM
85
GeoWealth Management
Illinois
-$1.23M -31,817 Closed
ASN
86
Advisory Services Network
Georgia
-$379K -9,810 Closed
CA
87
Cambridge Advisors
Nebraska
-$260K -6,741 Closed
DIA
88
Dana Investment Advisors
Wisconsin
-$213K -5,525 Closed
Goldman Sachs
89
Goldman Sachs
New York
-$206K -5,325 Closed
CA
90
CoreCap Advisors
Michigan
-$98K -2,543 Closed
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
-$96K -2,475 Closed
COCM
92
Charter Oak Capital Management
New Hampshire
-$16K -386 Closed
VVP
93
Venture Visionary Partners
Ohio
-$14.1K -366 Closed
AW
94
ACG Wealth
Georgia
-$12K -300 Closed
TCWM
95
Total Clarity Wealth Management
Illinois
-$10K -253 Closed