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Fidelity Dividend ETF for Rising Rates

87 hedge funds and large institutions have $176M invested in Fidelity Dividend ETF for Rising Rates in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
33
Closed
7
Calls
Puts
$19K
Net Calls
-$19K
Net Calls Change
-$19K
Name Market Value Shares Shares
Change
Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$38.1M 789,392 +63,551 +9%
EWA
2
EP Wealth Advisors
California
$20M 414,759 +14,805 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.7M 345,484 -21,235 -6%
Bank of America
4
Bank of America
North Carolina
$12.5M 260,103 -10,547 -4%
PAG
5
Private Advisor Group
New Jersey
$9.32M 193,094 -398 -0.2%
LPL Financial
6
LPL Financial
California
$7.3M 151,256 -1,239 -0.8%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.35M 110,821 -14,930 -12%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.97M 103,019 +601 +0.6%
Morgan Stanley
9
Morgan Stanley
New York
$4.4M 91,256 +1,900 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.23M 87,638 -41,802 -32%
UBS Group
11
UBS Group
Switzerland
$4.07M 84,417 -4,270 -5%
GP
12
Geneva Partners
Wisconsin
$4.05M 84,037 -1,819 -2%
NA
13
NewEdge Advisors
Louisiana
$3.59M 74,426 -629 -0.8%
SMAM
14
Sugar Maple Asset Management
Wisconsin
$3.26M 67,621 +2,267 +3%
AWS
15
Atria Wealth Solutions
New York
$2.97M 61,552 -4,075 -6%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$2.79M 57,861 -4,781 -8%
Citadel Advisors
17
Citadel Advisors
Florida
$2.44M 50,518 +29,586 +141%
KAS
18
Kestra Advisory Services
Texas
$2.23M 57,607 -1,314 -2%
BBL
19
Beck Bode LLC
Massachusetts
$2.14M 44,424 -25,708 -37%
RJA
20
Raymond James & Associates
Florida
$1.9M 39,400 +334 +0.9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.63M 33,858 -498 -1%
Lido Advisors
22
Lido Advisors
California
$1.41M 29,280 -1,213 -4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.29M 26,800 +788 +3%
SXL
24
Summit X LLC
Missouri
$1.18M 24,458 +1,833 +8%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.14M 23,558 -11,736 -33%