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Fidelity Dividend ETF for Rising Rates

85 hedge funds and large institutions have $138M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
35
Closed
10
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
$17.8K -$1.09K -65 -6%
CIA
77
Cape Investment Advisory
Georgia
$15.8K
WIM
78
Westside Investment Management
California
$10.4K
HCM
79
Hollencrest Capital Management
California
$8.39K
DWA
80
Delos Wealth Advisors
Texas
$8.35K
MIFH
81
Migdal Insurance & Financial Holdings
Israel
$8K
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.26K
GEA
83
Glen Eagle Advisors
New Jersey
$3.34K
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$3.15K
HWM
85
HighMark Wealth Management
Minnesota
$1.09K
AAS
86
Ameritas Advisory Services
Nebraska
-$23M -559,533 Closed
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
-$2.49M -61,105 Closed
FHA
88
Flagship Harbor Advisors
Massachusetts
-$261K -6,428 Closed
DIA
89
Dana Investment Advisors
Wisconsin
-$214K -5,256 Closed
AW
90
Atlas Wealth
Ohio
-$213K -5,240 Closed
TSS
91
Two Sigma Securities
New York
-$212K -5,225 Closed
WS
92
Wedbush Securities
California
-$209K -5,143 Closed
ASN
93
Advisory Services Network
Georgia
-$72.4K -1,782 Closed
TWA
94
TCI Wealth Advisors
Arizona
-$50K -1,229 Closed
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
-$6K -150 Closed