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Fidelity Dividend ETF for Rising Rates

90 hedge funds and large institutions have $180M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
28
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$43.4K -$43.4K -800 -50%
CI
77
CX Institutional
Indiana
$42K +$10.3K +189 +32%
HI
78
Harbour Investments
Wisconsin
$28.4K +$163 +3 +0.6%
CTA
79
Colonial Trust Advisors
South Carolina
$28K
GI
80
GAMMA Investing
California
$21.9K
CIA
81
Cape Investment Advisory
Georgia
$20.6K
HNB
82
Huntington National Bank
Ohio
$19K
AssetMark Inc
83
AssetMark Inc
California
$17.1K +$2.6K +48 +18%
MIFH
84
Migdal Insurance & Financial Holdings
Israel
$10K
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$4.56K
GEA
86
Glen Eagle Advisors
New Jersey
$4.34K
TPWA
87
Twin Peaks Wealth Advisors
California
$4.09K +$4.09K +72 New
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$4.07K
HWM
89
HighMark Wealth Management
Minnesota
$1.49K
RF
90
Roxbury Financial
New Jersey
$752
Wells Fargo
91
Wells Fargo
California
$52 +$52 +1 New
Lido Advisors
92
Lido Advisors
California
-$1.25M -25,075 Closed
Stifel Financial
93
Stifel Financial
Missouri
-$468K -9,376 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$449K -8,988 Closed
PSCM
95
Per Stirling Capital Management
Texas
-$248K -4,973 Closed
MA
96
Montag & Associates
Georgia
-$91.9K -1,840 Closed
QCG
97
Quadrant Capital Group
Ohio
-$25K -500 Closed
CA
98
Continuum Advisory
Idaho
-$13.6K -272 Closed
HHGA
99
Halbert Hargrove Global Advisors
California
-$4