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Fidelity Dividend ETF for Rising Rates

87 hedge funds and large institutions have $170M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
38
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$23.8M 616,874 +139,807 +29%
Bank of America
2
Bank of America
North Carolina
$21M 544,814 +20,047 +4%
LDFR
3
Lehman & Derafelo Financial Resources
Pennsylvania
$10.4M 269,190 +17,169 +7%
MWM
4
Mascoma Wealth Management
New Hampshire
$8.07M 208,769 -83,416 -29%
PAG
5
Private Advisor Group
New Jersey
$7.66M 198,279 -124,132 -39%
BBL
6
Beck Bode LLC
Massachusetts
$7.44M 192,710 +192,710 New
AAS
7
Ameritas Advisory Services
Nebraska
$7.38M 190,941 +139,572 +272%
Morgan Stanley
8
Morgan Stanley
New York
$6.84M 177,023 +57,791 +48%
LPL Financial
9
LPL Financial
California
$5.9M 152,768 +22,278 +17%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.89M 152,150 +50,210 +49%
Jane Street
11
Jane Street
New York
$5.12M 132,623 +104,148 +366%
AAS
12
Avantax Advisory Services
Texas
$4.57M 118,366 +12,428 +12%
UBS Group
13
UBS Group
Switzerland
$4.24M 109,642 +8,388 +8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$4.23M 109,415 +73,203 +202%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.84M 99,469 +2,880 +3%
GP
16
Geneva Partners
Wisconsin
$3.25M 84,246 -3,229 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.19M 82,591 +17,467 +27%
AWS
18
Atria Wealth Solutions
New York
$2.83M 73,369 +93 +0.1%
Lido Advisors
19
Lido Advisors
California
$2.53M 65,458 -17,316 -21%
CWG
20
Cornerstone Wealth Group
North Carolina
$2.23M 57,621 -4,274 -7%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.89M 48,839 +328 +0.7%
AIP
22
Ahrens Investment Partners
Louisiana
$1.83M 47,452 -34 -0.1%
KAS
23
Kestra Advisory Services
Texas
$1.83M 47,355 +2,708 +6%
VA
24
Valmark Advisers
Ohio
$1.77M 45,723 -255 -0.6%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$1.6M 41,485 -2,392 -5%