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Fidelity High Dividend ETF

367 hedge funds and large institutions have $2.22B invested in Fidelity High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 180 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 77

111% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 27

108% more call options, than puts

Call options by funds: $442K | Put options by funds: $213K

20% more capital invested

Capital invested by funds: $1.84B → $2.22B (+$375M)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

7% more funds holding

Funds holding: 344367 (+23)

1.57% more ownership

Funds ownership: 38.17%39.74% (+1.6%)

Holders
367
Holders Change
+23
Holders Change %
+6.69%
% of All Funds
4.83%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.33%
New
57
Increased
180
Reduced
77
Closed
27
Calls
$442K
Puts
$213K
Net Calls
+$229K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
251
Brown Advisory
Maryland
$320K +$302K +6,146 New
SF
252
SageOak Financial
Oklahoma
$319K -$196K -3,978 -39%
CFP
253
Catalyst Financial Partners
Massachusetts
$312K +$91.1K +1,852 +45%
FSC
254
Full Sail Capital
Oklahoma
$312K
SMC
255
Smith, Moore & Co
Missouri
$307K
FF
256
Fortitude Financial
Washington
$307K -$1.93M -39,310 -85%
SVWG
257
Shared Vision Wealth Group
United States
$305K
PAS
258
PKS Advisory Services
New York
$304K +$38.4K +780 +15%
AP
259
Aspect Partners
Virginia
$304K
AIA
260
Accelerate Investment Advisors
California
$302K +$286K +5,810 New
RCAG
261
Rehmann Capital Advisory Group
Michigan
$296K
CWM
262
Centurion Wealth Management
Virginia
$296K -$9.44K -192 -3%
NFG
263
Nations Financial Group
Iowa
$295K -$21.5K -437 -7%
CW
264
CreativeOne Wealth
Kansas
$294K +$51.8K +1,054 +23%
APWA
265
Atlas Private Wealth Advisors
New Jersey
$293K +$277K +5,630 New
LCG
266
Lakeshore Capital Group
Illinois
$290K +$492 +10 +0.2%
CWM
267
Cornerstone Wealth Management
Missouri
$287K +$45.5K +925 +20%
KWA
268
Kingswood Wealth Advisors
California
$285K -$2.26K -46 -0.8%
AB
269
Atlas Brown
Kentucky
$283K +$7.97K +162 +3%
GC
270
Grimes & Company
Massachusetts
$282K
LWM
271
Liberty Wealth Management
California
$281K +$1.82K +37 +0.7%
D.E. Shaw & Co
272
D.E. Shaw & Co
New York
$278K -$162K -3,300 -38%
FP
273
Financial Perspectives
Minnesota
$277K +$49.8K +1,013 +24%
MAM
274
MWA Asset Management
Massachusetts
$276K -$12.3K -250 -5%
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$269K +$98 +2 +0%

FDVV Hedge Fund Activity: Q2 2025 in Review

367 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2025, worth a combined $2.22B — up 20% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FDVV positions and 27 closed out — a net gain of 30 holders — while 180 added to existing stakes and 77 trimmed.

The largest buyer was LPL Financial, adding an estimated $27.4M. The largest seller was Kovack Advisors, cutting an estimated $6.39M.

  • 367 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2025, up from 344 in Q1 2025.
  • Funds reported $2.22B of Fidelity High Dividend ETF stock for Q2 2025, up 20% quarter-over-quarter.
  • 57 funds opened new Fidelity High Dividend ETF positions in Q2 2025 and 27 closed out, a net change of +30 holders.
  • The largest Fidelity High Dividend ETF buyer in Q2 2025 was LPL Financial, an estimated $27.4M added.
  • The largest Fidelity High Dividend ETF seller in Q2 2025 was Kovack Advisors, an estimated $6.39M sold.

Based on aggregated 13F filings for Q2 2025.