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Fidelity Dividend ETF for Rising Rates

80 hedge funds and large institutions have $165M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
37
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23.4M 524,767 +213,618 +69%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.2M 477,067 +53,143 +13%
PAG
3
Private Advisor Group
New Jersey
$14.4M 322,411 +1,180 +0.4%
MWM
4
Mascoma Wealth Management
New Hampshire
$13M 292,185 +85,459 +41%
LDFR
5
Lehman & Derafelo Financial Resources
Pennsylvania
$11.2M 252,021 +20,517 +9%
LPL Financial
6
LPL Financial
California
$5.81M 130,490 +39,355 +43%
Morgan Stanley
7
Morgan Stanley
New York
$5.31M 119,232 +13,578 +13%
AAS
8
Avantax Advisory Services
Texas
$4.72M 105,938 +90,178 +572%
UBS Group
9
UBS Group
Switzerland
$4.51M 101,254 +33,778 +50%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.3M 96,589 +7,214 +8%
RJA
11
Raymond James & Associates
Florida
$4M 89,733 +8,154 +10%
GP
12
Geneva Partners
Wisconsin
$3.89M 87,475 -650 -0.7%
Lido Advisors
13
Lido Advisors
California
$3.69M 82,774 +1,508 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.64M 101,940 +38,066 +60%
AWS
15
Atria Wealth Solutions
New York
$3.26M 73,276 +73,276 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.9M 65,124 +64,632 +13,137%
CWG
17
Cornerstone Wealth Group
North Carolina
$2.76M 61,895 -2,724 -4%
AAS
18
Ameritas Advisory Services
Nebraska
$2.29M 51,369 +22,969 +81%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.16M 48,511 -835 -2%
AIP
20
Ahrens Investment Partners
Louisiana
$2.11M 47,486 -3,193 -6%
VA
21
Valmark Advisers
Ohio
$2.05M 45,978 +45,978 New
KAS
22
Kestra Advisory Services
Texas
$1.99M 44,647 +6,795 +18%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.95M 43,877 +15,471 +54%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.61M 36,212 +36,212 New
CAG
25
Csenge Advisory Group
Florida
$1.45M 32,594 +32,594 New