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Fidelity High Dividend ETF

363 hedge funds and large institutions have $2.17B invested in Fidelity High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
4.87%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.34%
New
56
Increased
179
Reduced
75
Closed
25
Calls
$442K
Puts
$213K
Net Calls
+$229K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
226
Larson Financial Group
Missouri
$409K +$23.8K +457 +6%
GS
227
GWN Securities
Florida
$407K +$407K +7,829 New
ACA
228
Aptus Capital Advisors
Alabama
$404K +$52.2K +1,004 +15%
FPW
229
Fairvoy Private Wealth
Alabama
$400K +$16.5K +318 +4%
IWN
230
Independent Wealth Network
Iowa
$396K +$28.6K +550 +8%
MWM
231
Mission Wealth Management
California
$394K +$54.2K +1,042 +16%
AO
232
Advisor OS
Illinois
$390K
ST
233
Smithfield Trust
Pennsylvania
$387K +$58.6K +1,125 +18%
KP
234
Keel Point
Alabama
$387K
CGA
235
Crescent Grove Advisors
Illinois
$383K
MA
236
MONECO Advisors
Connecticut
$376K -$48.5K -933 -11%
DFA
237
DHK Financial Advisors
New Hampshire
$374K +$3.28K +63 +0.9%
KeyBank National Association
238
KeyBank National Association
Ohio
$358K +$358K +6,883 New
NS
239
NBC Securities
Alabama
$344K +$102K +1,963 +42%
AIM
240
Advyzon Investment Management
Illinois
$344K +$344K +6,607 New
NEPWA
241
New England Private Wealth Advisors
Massachusetts
$343K +$2.26K +42 +0.7%
TP
242
Tranquility Partners
Tennessee
$343K
SEP
243
Southland Equity Partners
Missouri
$338K +$108K +2,075 +47%
IAG
244
Investment Advisory Group
Massachusetts
$337K +$337K +6,481 New
GS
245
GTS Securities
New York
$333K -$2.1M -40,346 -86%
JIP
246
Jaffetilchin Investment Partners
Florida
$331K +$2.86K +55 +0.9%
Focus Partners Wealth
247
Focus Partners Wealth
Massachusetts
$327K +$327K +6,288 New
Brown Advisory
248
Brown Advisory
Maryland
$320K +$320K +6,146 New
SF
249
SageOak Financial
Oklahoma
$319K -$207K -3,978 -39%
CFP
250
Catalyst Financial Partners
Massachusetts
$312K +$96.3K +1,852 +45%