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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 %
FSC
251
Full Sail Capital
Oklahoma
$312K
SMC
252
Smith, Moore & Co
Missouri
$307K
SVWG
253
Shared Vision Wealth Group
United States
$305K
PAS
254
PKS Advisory Services
New York
$304K +$40.6K +780 +15%
AP
255
Aspect Partners
Virginia
$304K
AIA
256
Accelerate Investment Advisors
California
$302K +$302K +5,810 New
RCAG
257
Rehmann Capital Advisory Group
Michigan
$296K
CWM
258
Centurion Wealth Management
Virginia
$296K -$9.99K -192 -3%
NFG
259
Nations Financial Group
Iowa
$295K -$22.7K -437 -7%
CW
260
CreativeOne Wealth
Kansas
$294K +$54.8K +1,054 +23%
APWA
261
Atlas Private Wealth Advisors
New Jersey
$293K +$293K +5,630 New
LCG
262
Lakeshore Capital Group
Illinois
$290K +$520 +10 +0.2%
CWM
263
Cornerstone Wealth Management
Missouri
$287K +$48.1K +925 +20%
KWA
264
Kingswood Wealth Advisors
California
$285K -$2.39K -46 -0.8%
AB
265
Atlas Brown
Kentucky
$283K +$8.43K +162 +3%
GC
266
Grimes & Company
Massachusetts
$282K
LWM
267
Liberty Wealth Management
California
$281K +$1.93K +37 +0.7%
D.E. Shaw & Co
268
D.E. Shaw & Co
New York
$278K -$172K -3,300 -38%
FP
269
Financial Perspectives
Minnesota
$277K +$52.7K +1,013 +24%
MAM
270
MWA Asset Management
Massachusetts
$276K -$13K -250 -5%
Pathstone Holdings
271
Pathstone Holdings
New Jersey
$269K +$104 +2 +0%
CL
272
Choreo LLC
Illinois
$269K +$269K +5,172 New
KFP
273
KMG Fiduciary Partners
Ohio
$269K +$269K +5,167 New
DAS
274
Dynamic Advisor Solutions
Arizona
$267K +$267K +5,137 New
SCA
275
Southern Capital Advisors
Tennessee
$260K