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Fidelity High Dividend ETF

402 hedge funds and large institutions have $2.79B invested in Fidelity High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 201 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

142% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 83

26% more capital invested

Capital invested by funds: $2.22B → $2.79B (+$572M)

10% more funds holding

Funds holding: 367402 (+35)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

0.49% more ownership

Funds ownership: 39.74%40.23% (+0.49%)

Holders
402
Holders Change
+35
Holders Change %
+9.54%
% of All Funds
5.28%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.35%
New
51
Increased
201
Reduced
83
Closed
11
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Change in
Stake
CL
301
Choreo LLC
Illinois
$289K +$816 +15 +0.3%
Pathstone Holdings
302
Pathstone Holdings
New Jersey
$289K +$272 +5 +0.1%
DAS
303
Dynamic Advisor Solutions
Arizona
$287K +$924 +17 +0.3%
SCA
304
Southern Capital Advisors
Tennessee
$279K
EIP
305
Ellis Investment Partners
Pennsylvania
$276K +$7.18K +132 +3%
KFP
306
KMG Fiduciary Partners
Ohio
$272K -$15.4K -283 -5%
CIA
307
Compass Ion Advisors
Pennsylvania
$270K
GWS
308
Greykasell Wealth Strategies
California
$269K
GWM
309
Greenwich Wealth Management
Connecticut
$262K
FPWM
310
FSB Premier Wealth Management
Iowa
$260K +$109 +2 +0%
First Trust Advisors
311
First Trust Advisors
Illinois
$251K
MWC
312
MKD Wealth Coaches
Michigan
$251K +$1.69K +31 +0.7%
FFA
313
First Foundation Advisors
California
$251K
MA
314
MJP Associates
Connecticut
$246K
ZI
315
ZEGA Investments
Florida
$246K
US Bancorp
316
US Bancorp
Minnesota
$245K
LWM
317
Level Wealth Management
North Carolina
$241K +$1.41K +26 +0.6%
AG
318
AmeriFlex Group
Nevada
$240K +$234K +4,300 New
SFWC
319
Strategic Family Wealth Counselors
New Jersey
$239K +$1.58K +29 +0.7%
NLWP
320
Next Level Wealth Planning
Idaho
$239K +$233K +4,282 New
AA
321
Advisory Alpha
Michigan
$234K +$228K +4,193 New
HAP
322
Harbor Asset Planning
Massachusetts
$233K +$1.58K +29 +0.7%
FWWM
323
Fiscal Wisdom Wealth Management
Connecticut
$226K +$220K +4,043 New
BAAM
324
Baker Avenue Asset Management
California
$226K +$598 +11 +0.3%
MFA
325
Mayflower Financial Advisors
Massachusetts
$224K +$219K +4,025 New