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Fidelity Dividend ETF for Rising Rates

94 hedge funds and large institutions have $176M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
34
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$44.7K +$44.7K +1,121 New
AF
77
Advisornet Financial
Minnesota
$40K
CCA
78
Column Capital Advisors
Indiana
$23.9K
HI
79
Harbour Investments
Wisconsin
$22.6K
Wells Fargo
80
Wells Fargo
California
$19.9K
AAG
81
Armstrong Advisory Group
Massachusetts
$19.6K +$19.6K +493 New
PFA
82
Pathway Financial Advisers
Indiana
$9.83K +$9.83K +247 New
HCM
83
Hollencrest Capital Management
California
$8.01K +$8.01K +201 New
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$8K
DWA
85
Delos Wealth Advisors
Texas
$7.97K
TWA
86
TCI Wealth Advisors
Arizona
$7.17K +$40 +1 +0.6%
MIFH
87
Migdal Insurance & Financial Holdings
Israel
$7K
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.98K
GEA
89
Glen Eagle Advisors
New Jersey
$3.19K +$3.19K +80 New
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$3.07K
AWM
91
Accurate Wealth Management
Florida
$3.06K +$3.06K +75 New
SPIA
92
Steward Partners Investment Advisory
New York
$1.4K +$1.4K +35 New
HWM
93
HighMark Wealth Management
Minnesota
$1.02K +$39 +1 +4%
WIM
94
Westside Investment Management
California
$9
CWG
95
Cornerstone Wealth Group
North Carolina
-$1.91M -53,740 Closed
BRWA
96
B. Riley Wealth Advisors
Florida
-$321K -9,030 Closed
BFP
97
Briaud Financial Planning
Texas
-$240K -6,100 Closed
SOS
98
Silver Oak Securities
Tennessee
-$134K -3,366 Closed
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
-$77K -2,182 Closed
RIA
100
Realta Investment Advisors
Delaware
-$13K -365 Closed