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Fidelity Dividend ETF for Rising Rates

94 hedge funds and large institutions have $176M invested in Fidelity Dividend ETF for Rising Rates in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
34
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.8M 748,231 +222,805 +42%
AAS
2
Ameritas Advisory Services
Nebraska
$16.7M 418,070 +133,293 +47%
Bank of America
3
Bank of America
North Carolina
$14.3M 357,876 -92,264 -20%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$10.5M 263,357 -37,044 -12%
Jane Street
5
Jane Street
New York
$10.4M 260,442 +230,297 +764%
PAG
6
Private Advisor Group
New Jersey
$6.68M 198,459 -5,325 -3%
MWM
7
Mascoma Wealth Management
New Hampshire
$6.66M 167,020 -25,057 -13%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.63M 166,298 -5,442 -3%
LPL Financial
9
LPL Financial
California
$6.51M 163,257 -21,965 -12%
UBS Group
10
UBS Group
Switzerland
$5.35M 134,132 -2,305 -2%
Morgan Stanley
11
Morgan Stanley
New York
$4.6M 115,440 -28,667 -20%
BBL
12
Beck Bode LLC
Massachusetts
$4.44M 111,463 -6,849 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.14M 103,852 +35 +0%
AAS
14
Avantax Advisory Services
Texas
$3.76M 94,243 +3,430 +4%
GP
15
Geneva Partners
Wisconsin
$3.46M 86,887 +2,813 +3%
AWS
16
Atria Wealth Solutions
New York
$3.05M 76,619 +2,165 +3%
Lido Advisors
17
Lido Advisors
California
$2.56M 64,317 -956 -1%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.32M 58,270 +28,599 +96%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.25M 56,554 +5,982 +12%
KAS
20
Kestra Advisory Services
Texas
$2.09M 52,377 -5,056 -9%
Citadel Advisors
21
Citadel Advisors
Florida
$1.99M 49,983 -7,845 -14%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.71M 42,969 -4,606 -10%
AIP
23
Ahrens Investment Partners
Louisiana
$1.71M 42,820 -2,071 -5%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$1.65M 41,350 +2,281 +6%
RJA
25
Raymond James & Associates
Florida
$1.54M 38,728 +2,694 +7%