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Fidelity Dividend ETF for Rising Rates

109 hedge funds and large institutions have $218M invested in Fidelity Dividend ETF for Rising Rates in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $224M → $218M (-$6.3M)

3% less funds holding

Funds holding: 112109 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $600K

Holders
109
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$600K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthShield Partners
North Carolina
$189K
AWMG
77
ADG Wealth Management Group
Louisiana
$167K
LFG
78
Larson Financial Group
Missouri
$165K
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$140K
HI
80
Harbour Investments
Wisconsin
$126K
KFP
81
Kerr Financial Planning
California
$116K
Wells Fargo
82
Wells Fargo
California
$114K
DWM
83
Darwin Wealth Management
Florida
$104K
AF
84
Allworth Financial
California
$97.8K
IA
85
IFP Advisors
Florida
$97.1K
AF
86
Advisornet Financial
Minnesota
$86.9K
CI
87
CX Institutional
Indiana
$83K
ASN
88
Advisory Services Network
Georgia
$80.3K
MS
89
Monetary Solutions
Ohio
$70K
SWM
90
SHP Wealth Management
Massachusetts
$58.8K
CPG
91
Cornerstone Planning Group
New Jersey
$55.9K
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$53K
GWM
93
Geneos Wealth Management
Colorado
$47K
AWM
94
AE Wealth Management
Kansas
$27.5K
CTA
95
Colonial Trust Advisors
South Carolina
$26.5K
BFP
96
Birchwood Financial Partners
Minnesota
$25.4K
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$24.5K
GI
98
GAMMA Investing
California
$23.7K
ITIM
99
Indiana Trust & Investment Management
Indiana
$19.6K
TPWA
100
Twin Peaks Wealth Advisors
California
$19.6K