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Fidelity High Dividend ETF

402 hedge funds and large institutions have $2.79B invested in Fidelity High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 201 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

142% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 83

26% more capital invested

Capital invested by funds: $2.22B → $2.79B (+$572M)

10% more funds holding

Funds holding: 367402 (+35)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

0.49% more ownership

Funds ownership: 39.74%40.23% (+0.49%)

Holders
402
Holders Change
+35
Holders Change %
+9.54%
% of All Funds
5.28%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.35%
New
51
Increased
201
Reduced
83
Closed
11
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Ancora Advisors
Ohio
$572K +$451K +8,300 +420%
BTWM
227
Brass Tax Wealth Management
Ohio
$561K
BLC
228
Brown, Lisle/Cummings
Rhode Island
$550K -$8.16K -150 -1%
WFS
229
Widmann Financial Services
Maryland
$546K -$44.1K -812 -8%
WMA
230
Wealth Management Associates
New Jersey
$534K +$37.2K +684 +8%
FA
231
Fiduciary Alliance
South Carolina
$532K +$269K +4,949 +108%
IAG
232
Investment Advisory Group
Massachusetts
$521K +$156K +2,869 +44%
LWM
233
Liberty Wealth Management
California
$514K +$208K +3,823 +71%
Focus Partners Wealth
234
Focus Partners Wealth
Massachusetts
$506K -$23.2K -426 -7%
Betterment LLC
235
Betterment LLC
New York
$495K +$26.8K +492 +6%
DWP
236
Daymark Wealth Partners
Ohio
$494K
LFG
237
Larson Financial Group
Missouri
$486K +$47.4K +872 +11%
BMWM
238
Brown Miller Wealth Management
Virginia
$479K
FFA
239
Farther Finance Advisors
California
$474K +$452K +8,305 +3,917%
JWM
240
JGP Wealth Management
Oregon
$467K -$23.3K -428 -5%
TA
241
TFB Advisors
Kansas
$464K +$191K +3,505 +72%
1WA
242
180 Wealth Advisors
Washington
$457K -$2.72K -50 -0.6%
BCWM
243
Ball & Co Wealth Management
Tennessee
$456K +$446K +8,195 New
MC
244
Moors & Cabot
Massachusetts
$451K
GS
245
GWN Securities
Florida
$450K +$13.7K +252 +3%
VNA
246
Valley National Advisers
Pennsylvania
$447K +$5.11K +94 +1%
BPA
247
Beacon Pointe Advisors
California
$440K +$429K +7,899 New
Citadel Advisors
248
Citadel Advisors
Florida
$435K -$10.7M -196,003 -96%
FPW
249
Fairvoy Private Wealth
Alabama
$431K +$3.21K +59 +0.8%
FA
250
FSA Advisors
Michigan
$431K +$420K +7,733 New