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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 %
FWP
276
Forefront Wealth Partners
Texas
$257K +$257K +4,946 New
NG
277
Novem Group
New York
$255K +$260 +5 +0.1%
TA
278
TFB Advisors
Kansas
$254K +$43K +826 +20%
NFSG
279
Newbridge Financial Services Group
Florida
$252K -$20.9K -402 -8%
CIA
280
Compass Ion Advisors
Pennsylvania
$252K
GWS
281
Greykasell Wealth Strategies
California
$252K
EIP
282
Ellis Investment Partners
Pennsylvania
$251K +$12.5K +240 +5%
GWM
283
Greenwich Wealth Management
Connecticut
$244K
FPWM
284
FSB Premier Wealth Management
Iowa
$242K +$780 +15 +0.3%
FA
285
Fiduciary Alliance
South Carolina
$239K +$239K +4,599 New
First Trust Advisors
286
First Trust Advisors
Illinois
$235K
Bank of Montreal
287
Bank of Montreal
Ontario, Canada
$235K +$8.32K +160 +4%
FFA
288
First Foundation Advisors
California
$234K
MWC
289
MKD Wealth Coaches
Michigan
$233K +$233K +4,481 New
ZI
290
ZEGA Investments
Florida
$229K
MA
291
MJP Associates
Connecticut
$229K
US Bancorp
292
US Bancorp
Minnesota
$228K -$1.67K -32 -0.7%
LWM
293
Level Wealth Management
North Carolina
$224K +$1.82K +35 +0.8%
SFWC
294
Strategic Family Wealth Counselors
New Jersey
$222K +$1.93K +37 +0.9%
HAP
295
Harbor Asset Planning
Massachusetts
$216K +$216K +4,155 New
BAAM
296
Baker Avenue Asset Management
California
$210K -$1.82K -35 -0.9%
MWM
297
Meridian Wealth Management
Kentucky
$206K +$206K +3,959 New
WAP
298
Wealthcare Advisory Partners
Pennsylvania
$205K +$205K +3,945 New
HPM
299
Hoxton Planning & Management
West Virginia
$203K +$203K +3,910 New
AIM
300
Anchor Investment Management
South Carolina
$201K +$728 +14 +0.4%