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Fidelity Dividend ETF for Rising Rates

71 hedge funds and large institutions have $126M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
27
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$19.2M 423,924 +104,462 +33%
PAG
2
Private Advisor Group
New Jersey
$14.6M 321,231 -283,985 -47%
Bank of America
3
Bank of America
North Carolina
$14.1M 311,149 +3,822 +1%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$10.5M 231,504 +27,847 +14%
MWM
5
Mascoma Wealth Management
New Hampshire
$9.38M 206,726 +22,350 +12%
Morgan Stanley
6
Morgan Stanley
New York
$4.79M 105,654 -4,241 -4%
LPL Financial
7
LPL Financial
California
$4.14M 91,135 -10,016 -10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.06M 89,375 +6,741 +8%
GP
9
Geneva Partners
Wisconsin
$4M 88,125 -1,144 -1%
RJA
10
Raymond James & Associates
Florida
$3.7M 81,579 +59,100 +263%
Lido Advisors
11
Lido Advisors
California
$3.69M 81,266 +2,853 +4%
UBS Group
12
UBS Group
Switzerland
$3.06M 67,476 +747 +1%
CWG
13
Cornerstone Wealth Group
North Carolina
$2.93M 64,619 +12,921 +25%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.9M 63,874 +1,185 +2%
AIP
15
Ahrens Investment Partners
Louisiana
$2.3M 50,679 -1,846 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.24M 49,346 +6,269 +15%
KAS
17
Kestra Advisory Services
Texas
$1.72M 37,852 +3,049 +9%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.29M 28,406 +1,104 +4%
AAS
19
Ameritas Advisory Services
Nebraska
$1.29M 28,400 +28,400 New
CW
20
CreativeOne Wealth
Kansas
$1.15M 25,233 +25,233 New
Citadel Advisors
21
Citadel Advisors
Florida
$1.09M 23,961 -46,523 -66%
PWA
22
Primoris Wealth Advisors
Florida
$1.06M 22,651 +22,651 New
AAS
23
Avantax Advisory Services
Texas
$715K 15,760 +4,484 +40%
NA
24
NewEdge Advisors
Louisiana
$686K 15,114 +15,114 New
SPC
25
Sigma Planning Corp
Michigan
$684K 15,072 +3,229 +27%