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Fidelity Dividend ETF for Rising Rates

85 hedge funds and large institutions have $138M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$18.1M 433,866 -32,186 -7%
EWA
2
EP Wealth Advisors
California
$14.9M 429,378 +429,378 New
Bank of America
3
Bank of America
North Carolina
$14.3M 342,969 -17,000 -5%
PAG
4
Private Advisor Group
New Jersey
$7.56M 176,020 +2,118 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.42M 154,218 -7,904 -5%
LPL Financial
6
LPL Financial
California
$5.41M 129,671 -2,214 -2%
UBS Group
7
UBS Group
Switzerland
$5.39M 129,163 -4,096 -3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.26M 102,111 -1,817 -2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$4.19M 100,302 +43,207 +76%
BBL
10
Beck Bode LLC
Massachusetts
$3.83M 91,842 -6,709 -7%
Citadel Advisors
11
Citadel Advisors
Florida
$3.62M 86,810 +76,329 +728%
GP
12
Geneva Partners
Wisconsin
$3.62M 86,763 -496 -0.6%
Morgan Stanley
13
Morgan Stanley
New York
$3.59M 86,034 -6,512 -7%
NA
14
NewEdge Advisors
Louisiana
$3.09M 73,944 +38,000 +106%
AAS
15
Avantax Advisory Services
Texas
$3.08M 73,823 -19,236 -21%
AWS
16
Atria Wealth Solutions
New York
$3M 71,779 -199 -0.3%
MWM
17
Mascoma Wealth Management
New Hampshire
$2.71M 64,462 -45,996 -42%
Lido Advisors
18
Lido Advisors
California
$2.19M 53,900 -12,721 -19%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.86M 44,516 +2,618 +6%
KAS
20
Kestra Advisory Services
Texas
$1.77M 42,484 -9,474 -18%
RJA
21
Raymond James & Associates
Florida
$1.63M 39,134 +952 +2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.61M 38,502 -3,242 -8%
Jane Street
23
Jane Street
New York
$1.4M 33,424 -325,126 -91%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.34M 32,200 +1,368 +4%
OMC
25
Old Mission Capital
Illinois
$1.23M 29,368 +12,607 +75%