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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.

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
34
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$18.6M 525,426 -91,448 -15%
Bank of America
2
Bank of America
North Carolina
$16M 450,140 -94,674 -17%
LDFR
3
Lehman & Derafelo Financial Resources
Pennsylvania
$10.7M 300,401 +31,211 +12%
AAS
4
Ameritas Advisory Services
Nebraska
$10.1M 284,777 +93,836 +49%
PAG
5
Private Advisor Group
New Jersey
$7.23M 203,784 +5,505 +3%
MWM
6
Mascoma Wealth Management
New Hampshire
$6.81M 192,077 -16,692 -8%
LPL Financial
7
LPL Financial
California
$6.57M 185,222 +32,454 +21%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.09M 171,740 +19,590 +13%
Morgan Stanley
9
Morgan Stanley
New York
$5.11M 144,107 -32,916 -19%
UBS Group
10
UBS Group
Switzerland
$4.84M 136,437 +26,795 +24%
BBL
11
Beck Bode LLC
Massachusetts
$4.2M 118,312 -74,398 -39%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.68M 103,817 +4,348 +4%
AAS
13
Avantax Advisory Services
Texas
$3.22M 90,813 -27,553 -23%
GP
14
Geneva Partners
Wisconsin
$2.98M 84,074 -172 -0.2%
AWS
15
Atria Wealth Solutions
New York
$2.64M 74,454 +1,085 +1%
Lido Advisors
16
Lido Advisors
California
$2.32M 65,273 -185 -0.3%
Citadel Advisors
17
Citadel Advisors
Florida
$2.05M 57,828 +51,867 +870%
KAS
18
Kestra Advisory Services
Texas
$2.04M 57,433 +10,078 +21%
CWG
19
Cornerstone Wealth Group
North Carolina
$1.91M 53,740 -3,881 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.79M 50,572 -32,019 -39%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.69M 47,575 -1,264 -3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.68M 47,481 -61,934 -57%
AIP
23
Ahrens Investment Partners
Louisiana
$1.59M 44,891 -2,561 -5%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$1.39M 39,069 -2,416 -6%
RJA
25
Raymond James & Associates
Florida
$1.28M 36,034 +108 +0.3%