We are live on ! Find out more
FDVV icon

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
MWM
301
Meridian Wealth Management
Kentucky
$206K +$195K +3,959 New
WAP
302
Wealthcare Advisory Partners
Pennsylvania
$205K +$194K +3,945 New
HPM
303
Hoxton Planning & Management
West Virginia
$203K +$192K +3,910 New
AIM
304
Anchor Investment Management
South Carolina
$201K +$689 +14 +0.4%
T
305
Tidemark
California
$167K +$63.2K +1,285 +67%
AIC
306
Archer Investment Corporation
Indiana
$156K +$6.1K +124 +4%
AAG
307
Armstrong Advisory Group
Massachusetts
$123K +$492 +10 +0.4%
GEA
308
Glen Eagle Advisors
New Jersey
$104K
Q1WB
309
Quest 10 Wealth Builders
Virginia
$104K
AA
310
Ancora Advisors
Ohio
$103K +$97.1K +1,975 New
JWA
311
JFS Wealth Advisors
Pennsylvania
$86.1K +$689 +14 +0.9%
BIG
312
Brooklyn Investment Group
New York
$85.5K -$58.2K -1,183 -42%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$72K -$17K -345 -20%
AUB
314
Atlantic Union Bankshares
Virginia
$65K +$61.5K +1,250 New
Comerica Bank
315
Comerica Bank
Texas
$61.4K -$122K -2,473 -68%
RF
316
Roxbury Financial
New Jersey
$61K
BWL
317
Bogart Wealth LLC
Virginia
$57.4K +$14.8K +301 +37%
CAL
318
Capital Analysts LLC
Pennsylvania
$56K +$344 +7 +0.7%
UBS Group
319
UBS Group
Switzerland
$49.5K +$46.8K +951 +95,100%
AWM
320
Abound Wealth Management
Tennessee
$48.2K -$246 -5 -0.5%
CA
321
Clearstead Advisors
Ohio
$43K
Citigroup
322
Citigroup
New York
$41.6K
HCM
323
Horrell Capital Management
Arkansas
$39K +$36.9K +750 New
CAM
324
Creekmur Asset Management
Illinois
$36.4K
ETC
325
Exchange Traded Concepts
Oklahoma
$36.4K +$34.4K +700 New

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.