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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
MWM
326
Mission Wealth Management
California
$369K +$2.19K +38 +0.6%
MFN
327
Midwest Financial Network
Illinois
$367K +$382K +6,647 New
TP
328
Tranquility Partners
Tennessee
$364K
T
329
Tidemark
California
$361K +$28.9K +503 +8%
SF
330
Summit Financial
New Jersey
$360K +$375K +6,519 New
CW
331
CreativeOne Wealth
Kansas
$359K +$37.8K +658 +11%
NEPWA
332
New England Private Wealth Advisors
Massachusetts
$358K +$2.24K +39 +0.6%
TP
333
TritonPoint Partners
Maryland
$348K +$363K +6,303 New
NS
334
NBC Securities
Alabama
$347K -$5.87K -102 -2%
NFG
335
Nations Financial Group
Iowa
$347K +$20.7K +360 +6%
PFS
336
Prospera Financial Services
Texas
$345K +$359K +6,244 New
AP
337
Advisors Preferred
Maryland
$345K +$154K +2,674 +75%
NG
338
Novem Group
New York
$338K +$33.1K +575 +10%
CAWM
339
Capital Advisors Wealth Management
Washington
$335K +$8.57K +149 +3%
SEP
340
Southland Equity Partners
Missouri
$334K +$48.8K +848 +16%
MAM
341
Milestone Asset Management
Pennsylvania
$332K +$346K +6,016 New
KeyBank National Association
342
KeyBank National Association
Ohio
$332K
UBG
343
United Bank (Georgia)
Georgia
$330K +$344K +5,978 New
CAM
344
Clarity Asset Management
Iowa
$328K +$341K +5,933 New
FTWA
345
Fifth Third Wealth Advisors
Ohio
$323K +$336K +5,841 New
AP
346
Aspect Partners
Virginia
$323K
CWM
347
Centurion Wealth Management
Virginia
$322K +$8K +139 +2%
SVWG
348
Shared Vision Wealth Group
United States
$318K +$2.99K +52 +0.9%
Betterment LLC
349
Betterment LLC
New York
$312K -$205K -3,561 -39%
AIA
350
Accelerate Investment Advisors
California
$309K +$1.09K +19 +0.3%