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Fidelity Dividend ETF for Rising Rates

84 hedge funds and large institutions have $155M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$25.8M 648,668 +648,668 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.6M 417,910 -15,956 -4%
EWA
3
EP Wealth Advisors
California
$13.6M 342,319 -87,059 -20%
Bank of America
4
Bank of America
North Carolina
$12.8M 323,023 -19,946 -6%
PAG
5
Private Advisor Group
New Jersey
$6.97M 175,354 -666 -0.4%
LPL Financial
6
LPL Financial
California
$5.79M 145,523 +15,852 +12%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.44M 136,873 -17,345 -11%
Jane Street
8
Jane Street
New York
$4.9M 123,320 +89,896 +269%
UBS Group
9
UBS Group
Switzerland
$4.59M 115,347 -13,816 -11%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.21M 105,906 +5,604 +6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.13M 103,823 +1,712 +2%
GP
12
Geneva Partners
Wisconsin
$3.91M 98,385 +11,622 +13%
BBL
13
Beck Bode LLC
Massachusetts
$3.47M 87,358 -4,484 -5%
Morgan Stanley
14
Morgan Stanley
New York
$3.39M 85,340 -694 -0.8%
NA
15
NewEdge Advisors
Louisiana
$2.92M 73,379 -565 -0.8%
AWS
16
Atria Wealth Solutions
New York
$2.82M 70,929 -850 -1%
MWM
17
Mascoma Wealth Management
New Hampshire
$2.34M 58,793 -5,669 -9%
Citadel Advisors
18
Citadel Advisors
Florida
$2.29M 57,627 -29,183 -34%
Lido Advisors
19
Lido Advisors
California
$1.96M 49,327 -4,573 -8%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.82M 45,770 +1,254 +3%
KAS
21
Kestra Advisory Services
Texas
$1.7M 42,759 +275 +0.6%
RJA
22
Raymond James & Associates
Florida
$1.56M 39,264 +130 +0.3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.44M 36,262 -2,240 -6%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$1.19M 29,930 +29,930 New
OMC
25
Old Mission Capital
Illinois
$1.17M 29,368