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Fidelity High Dividend ETF

488 hedge funds and large institutions have $3.64B invested in Fidelity High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 252 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 30

129% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $691K

123% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 113

12% more capital invested

Capital invested by funds: $3.24B → $3.64B (+$394M)

8% more funds holding

Funds holding: 451488 (+37)

1.49% more ownership

Funds ownership: 41.29%42.79% (+1.5%)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
488
Holders Change
+37
Holders Change %
+8.2%
% of All Funds
6.01%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.42%
New
72
Increased
252
Reduced
113
Closed
30
Calls
$1.58M
Puts
$691K
Net Calls
+$889K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$376M +$36.8M +639,153 +10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$164M -$3.71M -64,469 -2%
Morgan Stanley
3
Morgan Stanley
New York
$145M +$6.25M +108,711 +4%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$140M +$12.5M +217,772 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$134M +$20.9M +362,568 +18%
Bank of America
6
Bank of America
North Carolina
$131M +$5.98M +104,028 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$116M +$1.63M +28,299 +1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$111M +$15.7M +273,148 +16%
JP Morgan Chase
9
JP Morgan Chase
New York
$110M +$49.8M +866,147 +74%
DWM
10
Dynasty Wealth Management
Florida
$95.3M +$54.2M +942,923 +121%
Wells Fargo
11
Wells Fargo
California
$94M +$3.92M +68,184 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$79M -$1.23M -21,426 -1%
SWP
13
Sagespring Wealth Partners
Tennessee
$71.1M +$36.3M +630,530 +96%
IAA
14
Independent Advisor Alliance
North Carolina
$68.7M +$71.5M +1,242,887 New
KAS
15
Kestra Advisory Services
Texas
$59.5M +$8.84M +153,640 +17%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$51.2M -$9.25M -160,804 -15%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$48.7M +$30.8M +535,932 +155%
Jane Street
18
Jane Street
New York
$45.6M +$30.2M +524,484 +175%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$45.4M +$1.11M +19,332 +2%
KIM
20
Kestra Investment Management
Texas
$44.3M +$35.1M +609,545 +318%
AWA
21
Arkadios Wealth Advisors
Georgia
$42M +$9.75M +169,507 +29%
ME
22
McIlrath & Eck
Washington
$40.7M +$3.24M +56,295 +8%
CCA
23
Childress Capital Advisors
Texas
$36.2M -$8.55M -148,663 -18%
AF
24
Allworth Financial
California
$35.1M +$2.69M +46,756 +8%
MML Investors Services
25
MML Investors Services
Massachusetts
$34.6M +$817K +14,200 +2%