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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
LWP
251
LeClair Wealth Partners
Ohio
$794K +$826K +14,368 New
RFA
252
Rollins Financial Advisors
New York
$784K -$29.4K -511 -3%
SFA
253
Sequoia Financial Advisors
Ohio
$766K -$181K -3,143 -18%
GWS
254
Glassman Wealth Services
Virginia
$765K
BCM
255
Brookstone Capital Management
Illinois
$749K +$780K +13,561 New
CTI
256
Community Trust & Investment
Kentucky
$743K -$33.3K -579 -4%
Brown Advisory
257
Brown Advisory
Maryland
$743K
CFCS
258
CDM Financial Counseling Services
Connecticut
$735K -$25.4K -442 -3%
GSWM
259
Golden State Wealth Management
California
$727K -$1.18M -20,443 -61%
SAW
260
Signal Advisors Wealth
Michigan
$704K +$4.49K +78 +0.6%
FHC
261
First Heartland Consultants
Missouri
$699K +$728K +12,650 New
NB
262
Nicolet Bankshares
Wisconsin
$698K +$725K +12,605 New
FMI
263
Financial Management Inc
Arkansas
$697K +$725K +12,609 New
GPWA
264
Gaddis Premier Wealth Advisors
Oklahoma
$689K +$48.5K +843 +7%
BF
265
bLong Financial
Tennessee
$684K +$712K +12,376 New
MSFP
266
Mark Sheptoff Financial Planning
Connecticut
$683K +$661K +11,500 +9,746%
PGWA
267
Plus Group Wealth Advisors
Wisconsin
$675K +$51.3K +892 +8%
BCA
268
Bay Colony Advisors
Massachusetts
$667K +$38.2K +665 +6%
TCM
269
Tandem Capital Management
New Jersey
$664K +$21.6K +375 +3%
FFN
270
Focus Financial Network
Minnesota
$659K +$17.9K +311 +3%
Two Sigma Investments
271
Two Sigma Investments
New York
$646K +$673K +11,700 New
WMA
272
Wealth Management Associates
New Jersey
$645K +$27.4K +477 +4%
SWASL
273
Spartan Wealth Advisory Services LLC
Michigan
$635K +$661K +11,500 New
VNA
274
Valley National Advisers
Pennsylvania
$635K +$20.7K +360 +3%
MHS
275
M Holdings Securities
Oregon
$633K -$40.2K -699 -6%