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Fidelity Dividend ETF for Rising Rates

57 hedge funds and large institutions have $107M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
27
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$13.2M 312,740 +43,781 +16%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13M 307,601 +27,907 +10%
Bank of America
3
Bank of America
North Carolina
$12.8M 303,991 +12,243 +4%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$7.61M 180,095 +17,294 +11%
MWM
5
Mascoma Wealth Management
New Hampshire
$7.03M 166,270 +25,793 +18%
LB
6
Leo Brokerage
Texas
$5.35M 126,692 +126,692 New
Morgan Stanley
7
Morgan Stanley
New York
$4.27M 101,135 +19,235 +23%
LPL Financial
8
LPL Financial
California
$4.02M 95,194 +8,813 +10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.47M 82,168 +4,123 +5%
GP
10
Geneva Partners
Wisconsin
$3.39M 80,125 +4,972 +7%
Lido Advisors
11
Lido Advisors
California
$3.05M 72,255 +6,850 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.89M 68,342 +1,718 +3%
UBS Group
13
UBS Group
Switzerland
$2.5M 59,190 -10,770 -15%
AIP
14
Ahrens Investment Partners
Louisiana
$2.24M 53,097 -2,074 -4%
CWG
15
Cornerstone Wealth Group
North Carolina
$2.14M 51,428 -3,607 -7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.72M 40,758 -38,176 -48%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.7M 40,266 -69 -0.2%
Citadel Advisors
18
Citadel Advisors
Florida
$1.62M 38,320 +38,320 New
Jane Street
19
Jane Street
New York
$1.58M 37,481 +18,292 +95%
KAS
20
Kestra Advisory Services
Texas
$1.4M 33,143 +421 +1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.11M 26,280 +1,479 +6%
AIC
22
Ameritas Investment Company
Nebraska
$807K 1,755 +1,339 +322%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$746K 17,658 +17,658 New
GIA
24
Gladstone Institutional Advisory
Florida
$703K 16,633 +1 +0%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$655K 15,497 +3,980 +35%