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Fidelity Dividend ETF for Rising Rates

56 hedge funds and large institutions have $104M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
20
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$24.4M +$34.7K +1,076 +0.1%
Bank of America
2
Bank of America
North Carolina
$12.4M +$345K +10,706 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.8M +$28.2K +873 +0.3%
AIP
4
Ahrens Investment Partners
Louisiana
$6.81M -$928K -28,767 -12%
GP
5
Geneva Partners
Wisconsin
$6.49M +$41.2K +1,278 +0.6%
UBS Group
6
UBS Group
Switzerland
$5.91M +$80.1K +2,482 +1%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.44M -$687K -21,293 -13%
CWG
8
Cornerstone Wealth Group
North Carolina
$3.53M -$531K -16,464 -13%
LPL Financial
9
LPL Financial
California
$3.15M -$54.9K -1,702 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.38M -$152K -4,710 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.22M +$640K +19,831 +40%
Jane Street
12
Jane Street
New York
$2.16M -$363K -11,255 -14%
LDFR
13
Lehman & Derafelo Financial Resources
Pennsylvania
$1.99M +$279K +8,632 +16%
Lido Advisors
14
Lido Advisors
California
$1.98M +$87.7K +2,720 +5%
RJA
15
Raymond James & Associates
Florida
$1.77M -$231K -7,174 -12%
Citadel Advisors
16
Citadel Advisors
Florida
$1.5M +$507K +15,717 +51%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.34M -$1.26M -38,987 -48%
GWM
18
Geneos Wealth Management
Colorado
$1.31M -$33.8K -1,053 -3%
SF
19
Synovus Financial
Georgia
$1.08M -$97.2K -3,007 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.04M +$29.3K +907 +3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$798K +$503K +15,607 +171%
GIA
22
Gladstone Institutional Advisory
Florida
$628K -$1.01M -31,428 -62%
PAG
23
Private Advisor Group
New Jersey
$619K +$9.9K +300 +2%
1WA
24
180 Wealth Advisors
Washington
$584K -$52.5K -1,634 -8%
F
25
F3Logic
Minnesota
$550K -$38.2K -1,180 -6%