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Fidelity Dividend ETF for Rising Rates

49 hedge funds and large institutions have $62.5M invested in Fidelity Dividend ETF for Rising Rates in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11M 358,146 -38,203 -10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7M 227,705 -43,995 -16%
BRWA
3
B. Riley Wealth Advisors
Florida
$6.51M 211,746 -18,517 -8%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$3.98M 129,364 +8,083 +7%
UBS Group
5
UBS Group
Switzerland
$3.72M 120,960 -18,624 -13%
CWG
6
Cornerstone Wealth Group
North Carolina
$3.02M 98,247 -23,291 -19%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.65M 86,305 +61,178 +243%
AIP
8
Ahrens Investment Partners
Louisiana
$2.38M 77,378 -20,115 -21%
Jane Street
9
Jane Street
New York
$2.35M 76,298 -99,397 -57%
GP
10
Geneva Partners
Wisconsin
$2.33M 75,906 -8,382 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.27M 73,694 +8,923 +14%
Morgan Stanley
12
Morgan Stanley
New York
$2.06M 67,102 +796 +1%
Lido Advisors
13
Lido Advisors
California
$2.04M 66,479 -2,826 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.99M 64,728 -8,496 -12%
LPL Financial
15
LPL Financial
California
$1.86M 60,416 -8,631 -13%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.14M 37,141 -2,378 -6%
PAG
17
Private Advisor Group
New Jersey
$690K 22,433 -5,550 -20%
GIA
18
Gladstone Institutional Advisory
Florida
$540K 17,561 -1,470 -8%
1WA
19
180 Wealth Advisors
Washington
$491K 15,509 -3,109 -17%
Citadel Advisors
20
Citadel Advisors
Florida
$460K 14,965 -50,740 -77%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$446K 14,494 -10,172 -41%
RJA
22
Raymond James & Associates
Florida
$395K 12,849 -12,084 -48%
JWCA
23
J.W. Cole Advisors
Florida
$383K 12,459 +12,459 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$348K 11,317 -4,375 -28%
IAN
25
Integrated Advisors Network
Texas
$346K 11,250 -400 -3%