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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
CL
276
Choreo LLC
Illinois
$269K +$254K +5,172 New
KFP
277
KMG Fiduciary Partners
Ohio
$269K +$254K +5,167 New
DAS
278
Dynamic Advisor Solutions
Arizona
$267K +$253K +5,137 New
SCA
279
Southern Capital Advisors
Tennessee
$260K
FWP
280
Forefront Wealth Partners
Texas
$257K +$243K +4,946 New
NG
281
Novem Group
New York
$255K +$246 +5 +0.1%
TA
282
TFB Advisors
Kansas
$254K +$40.6K +826 +20%
NFSG
283
Newbridge Financial Services Group
Florida
$252K -$19.8K -402 -8%
CIA
284
Compass Ion Advisors
Pennsylvania
$252K
GWS
285
Greykasell Wealth Strategies
California
$252K
EIP
286
Ellis Investment Partners
Pennsylvania
$251K +$11.8K +240 +5%
GWM
287
Greenwich Wealth Management
Connecticut
$244K
FPWM
288
FSB Premier Wealth Management
Iowa
$242K +$738 +15 +0.3%
FA
289
Fiduciary Alliance
South Carolina
$239K +$226K +4,599 New
First Trust Advisors
290
First Trust Advisors
Illinois
$235K
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
$235K +$7.87K +160 +4%
FFA
292
First Foundation Advisors
California
$234K
MWC
293
MKD Wealth Coaches
Michigan
$233K +$220K +4,481 New
MA
294
MJP Associates
Connecticut
$229K
ZI
295
ZEGA Investments
Florida
$229K
US Bancorp
296
US Bancorp
Minnesota
$228K -$1.57K -32 -0.7%
LWM
297
Level Wealth Management
North Carolina
$224K +$1.72K +35 +0.8%
SFWC
298
Strategic Family Wealth Counselors
New Jersey
$222K +$1.82K +37 +0.9%
HAP
299
Harbor Asset Planning
Massachusetts
$216K +$204K +4,155 New
BAAM
300
Baker Avenue Asset Management
California
$210K -$1.72K -35 -0.9%

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.