FDRR icon

Fidelity Dividend ETF for Rising Rates

90 hedge funds and large institutions have $180M invested in Fidelity Dividend ETF for Rising Rates in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
28
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$39.1M -$14M -257,330 -26%
EWA
2
EP Wealth Advisors
California
$18.9M -$1.54M -28,452 -8%
LPL Financial
3
LPL Financial
California
$12.6M +$2.68M +49,438 +27%
Bank of America
4
Bank of America
North Carolina
$12.4M +$314K +5,796 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.7M -$1.18M -21,833 -10%
PAG
6
Private Advisor Group
New Jersey
$9.59M +$6.02K +111 +0.1%
CCM
7
Charter Capital Management
Wisconsin
$7.2M +$7.2M +132,714 New
GP
8
Geneva Partners
Wisconsin
$4.73M +$127K +2,334 +3%
Morgan Stanley
9
Morgan Stanley
New York
$4.66M +$157K +2,895 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.14M -$1.67M -32,364 -29%
UBS Group
11
UBS Group
Switzerland
$4.02M -$753K -13,881 -16%
Raymond James Financial
12
Raymond James Financial
Florida
$3.98M -$58K -1,070 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.76M -$1.02M -18,854 -21%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$3.15M -$233K -4,305 -7%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$3.13M +$2.84M +52,356 +994%
SMAM
16
Sugar Maple Asset Management
Wisconsin
$3.12M -$312K -5,762 -9%
NA
17
NewEdge Advisors
Louisiana
$3.07M -$154K -2,834 -5%
KAS
18
Kestra Advisory Services
Texas
$2.97M +$887K +16,361 +43%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.26M +$123K +2,275 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.2M +$201K +3,710 +10%
AWS
21
Atria Wealth Solutions
New York
$1.56M -$1.6M -29,469 -51%
FWA
22
Flagship Wealth Advisors
Massachusetts
$1.38M -$303K -5,584 -18%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.33M +$1.05M +19,412 +379%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.11M +$56.6K +1,043 +5%
SFPG
25
Stonebridge Financial Planning Group
Florida
$974K +$18.4K +340 +2%