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Fidelity Dividend ETF for Rising Rates

95 hedge funds and large institutions have $185M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
23
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
$48.3K
AWM
77
AE Wealth Management
Kansas
$44.3K +$44.3K +863 New
HI
78
Harbour Investments
Wisconsin
$26.6K +$257 +5 +1%
CTA
79
Colonial Trust Advisors
South Carolina
$26.5K
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$26.5K
QCG
81
Quadrant Capital Group
Ohio
$25.7K
GI
82
GAMMA Investing
California
$20.7K
T
83
Transce3nd
Texas
$20.1K +$20.1K +392 New
CIA
84
Cape Investment Advisory
Georgia
$19.5K
Comerica Bank
85
Comerica Bank
Texas
$15.4K
CA
86
Continuum Advisory
Idaho
$14K
MIFH
87
Migdal Insurance & Financial Holdings
Israel
$9K
SWC
88
Spectrum Wealth Counsel
Indiana
$6.53K
AWM
89
Avior Wealth Management
Nebraska
$5.95K +$5.95K +115 New
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$4.32K
GEA
91
Glen Eagle Advisors
New Jersey
$4.11K
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$3.85K
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.57K
HWM
94
HighMark Wealth Management
Minnesota
$1.39K
RF
95
Roxbury Financial
New Jersey
$729 +$729 +13 New
HHGA
96
Halbert Hargrove Global Advisors
California
$4
1WA
97
180 Wealth Advisors
Washington
-$272K -5,290 Closed
AAG
98
Armstrong Advisory Group
Massachusetts
-$25.4K -493 Closed
AWM
99
Abound Wealth Management
Tennessee
-$522 -10 Closed