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Fidelity Dividend ETF for Rising Rates

55 hedge funds and large institutions have $108M invested in Fidelity Dividend ETF for Rising Rates in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
19
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$27M 764,957 +9,094 +1%
Bank of America
2
Bank of America
North Carolina
$12.4M 351,922 -32,522 -8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12.2M 346,520 +10,502 +3%
GP
4
Geneva Partners
Wisconsin
$7.38M 209,278 +8,031 +4%
AIP
5
Ahrens Investment Partners
Louisiana
$6.97M 197,603 -13,460 -6%
UBS Group
6
UBS Group
Switzerland
$6.53M 185,348 +2,019 +1%
CWG
7
Cornerstone Wealth Group
North Carolina
$4.55M 129,126 +19,860 +18%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$2.99M 84,759 -52,813 -38%
LPL Financial
9
LPL Financial
California
$2.99M 84,778 -12,916 -13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.58M 73,044 -846 -1%
LDFR
11
Lehman & Derafelo Financial Resources
Pennsylvania
$2.41M 68,396 +6,691 +11%
Lido Advisors
12
Lido Advisors
California
$2.3M 65,166 +3,654 +6%
Morgan Stanley
13
Morgan Stanley
New York
$2.12M 60,011 +52,132 +662%
GWM
14
Geneos Wealth Management
Colorado
$1.46M 41,358 +593 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.3M 36,861 +4,790 +15%
AA
16
Argent Advisors
Louisiana
$1.24M 35,238 +35,238 New
RJA
17
Raymond James & Associates
Florida
$965K 27,366 -27,436 -50%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$900K 25,517 -16,135 -39%
F
19
F3Logic
Minnesota
$824K 23,403 +6,401 +38%
Citadel Advisors
20
Citadel Advisors
Florida
$760K 21,551 -24,780 -53%
PAG
21
Private Advisor Group
New Jersey
$698K 19,778 +1,025 +5%
GIA
22
Gladstone Institutional Advisory
Florida
$673K 19,077 -403 -2%
1WA
23
180 Wealth Advisors
Washington
$630K 17,625 -542 -3%
BRWA
24
B. Riley Wealth Advisors
Florida
$585K 16,582 +16,582 New
SF
25
Synovus Financial
Georgia
$496K 14,070 -19,203 -58%