We are live on ! Find out more
FDVV icon

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
FPW
276
Fairvoy Private Wealth
Alabama
$630K +$192K +3,345 +42%
AA
277
Ancora Advisors
Ohio
$629K +$6.21K +108 +1%
SG
278
StoneX Group
New York
$621K +$321K +5,576 +98%
AWM
279
Accurate Wealth Management
Florida
$620K -$31.4K -546 -5%
LOIP
280
Live Oak Investment Partners
Texas
$618K -$277K -4,810 -30%
EW
281
Evoke Wealth
California
$598K +$201K +3,500 +48%
TSMHT
282
Thurston Springer Miller Herd & Titak
Indiana
$589K +$613K +10,664 New
RFP
283
RCS Financial Planning
Maryland
$570K +$593K +10,310 New
SIS
284
Sound Income Strategies
Florida
$560K +$47.2K +820 +9%
LWM
285
Liberty Wealth Management
California
$553K +$36.2K +629 +7%
WFS
286
Widmann Financial Services
Maryland
$549K +$11.9K +207 +2%
Qube Research & Technologies (QRT)
287
Qube Research & Technologies (QRT)
United Kingdom
$544K -$1.69M -29,451 -75%
BLC
288
Brown, Lisle/Cummings
Rhode Island
$540K -$11.5K -200 -2%
LSIA
289
LaSalle St. Investment Advisors
Illinois
$540K -$300K -5,218 -35%
MS
290
Monetary Solutions
Ohio
$533K +$529K +9,189 +1,976%
AAP
291
Arax Advisory Partners
Colorado
$529K -$1.08M -18,705 -66%
CGA
292
Crescent Grove Advisors
Illinois
$507K +$104K +1,812 +25%
IAG
293
Investment Advisory Group
Massachusetts
$506K -$16.4K -286 -3%
GS
294
GWN Securities
Florida
$503K +$55.8K +970 +12%
RFN
295
Redwood Financial Network
Ohio
$503K +$180K +3,138 +53%
CFP
296
Catalyst Financial Partners
Massachusetts
$495K +$170K +2,955 +49%
AFP
297
Ausdal Financial Partners
Iowa
$485K +$284K +4,942 +129%
JIP
298
Jaffetilchin Investment Partners
Florida
$480K +$27K +469 +6%
BCWM
299
Ball & Co Wealth Management
Tennessee
$480K +$26.5K +461 +6%
JWM
300
JGP Wealth Management
Oregon
$463K +$403 +7 +0.1%