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Fidelity High Dividend ETF

342 hedge funds and large institutions have $1.84B invested in Fidelity High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
4.65%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.31%
New
58
Increased
172
Reduced
66
Closed
17
Calls
$605K
Puts
$84K
Net Calls
+$521K
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
301
Clearstead Advisors
Ohio
$41K
BWL
302
Bogart Wealth LLC
Virginia
$39.8K +$29.8K +602 +300%
Citigroup
303
Citigroup
New York
$39.7K
CAM
304
Creekmur Asset Management
Illinois
$34.7K +$34.7K +700 New
IHWM
305
Iron Horse Wealth Management
Iowa
$34K +$34K +686 New
S
306
SignatureFD
Georgia
$32.6K +$1.94K +39 +6%
IAS
307
IMA Advisory Services
Colorado
$27.8K +$27.8K +560 New
JFA
308
JNBA Financial Advisors
Minnesota
$25.4K +$199 +4 +0.8%
DWM
309
Darwin Wealth Management
Florida
$25.3K
QCG
310
Quadrant Capital Group
Ohio
$24.8K
CCM
311
Chilton Capital Management
Texas
$20.3K
KFP
312
Keener Financial Planning
Texas
$20K +$20K +422 New
AT
313
Avalon Trust
New Mexico
$19.8K +$19.8K +400 New
AssetMark Inc
314
AssetMark Inc
California
$13K +$13K +262 New
MBFW
315
Morton Brown Family Wealth
Pennsylvania
$11.7K +$11.7K +236 New
FFA
316
Farther Finance Advisors
California
$10.4K +$10.4K +210 New
HWM
317
HighMark Wealth Management
Minnesota
$10.2K +$99 +2 +1%
CAWM
318
Capital A Wealth Management
Pennsylvania
$9.42K +$992 +20 +12%
TCM
319
TD Capital Management
Tennessee
$8.58K +$50 +1 +0.6%
PWA
320
Physician Wealth Advisors
Utah
$7.52K
CIAS
321
Capital Investment Advisory Services
North Carolina
$7.14K -$12.1K -244 -63%
CWC
322
Carolinas Wealth Consulting
North Carolina
$6.9K +$6.9K +139 New
SWC
323
Spectrum Wealth Counsel
Indiana
$6.7K
KFI
324
Key Financial Inc
Pennsylvania
$6.7K
OC
325
Oakworth Capital
Alabama
$6.5K