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Fidelity Dividend ETF for Rising Rates

83 hedge funds and large institutions have $145M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $170M → $145M (-$25.3M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$18.6M
2
$16M
3
$10.7M
4
$10.1M
5
$7.23M
6
$6.81M
7
$6.57M
8
$6.09M
9
$5.11M
10
$4.84M
11
$4.2M
12
$3.68M
13
$3.22M
14
$2.98M
15
$2.64M
16
$2.31M
17
$2.05M
18
$2.04M
19
$1.91M
20
$1.79M
21
$1.69M
22
$1.68M
23
$1.59M
24
$1.39M
25
$1.28M