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Fidelity High Dividend ETF

363 hedge funds and large institutions have $2.17B invested in Fidelity High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
4.87%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.34%
New
56
Increased
179
Reduced
75
Closed
25
Calls
$442K
Puts
$213K
Net Calls
+$229K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
326
IMA Advisory Services
Colorado
$29.1K
MLA
327
MB, Levis & Associates
Pennsylvania
$28.1K +$28.1K +541 New
JFA
328
JNBA Financial Advisors
Minnesota
$26.8K +$260 +5 +1%
DWM
329
Darwin Wealth Management
Florida
$26.8K +$469 +9 +2%
AssetMark Inc
330
AssetMark Inc
California
$24.6K +$11K +211 +81%
TPWA
331
Twin Peaks Wealth Advisors
California
$23.6K +$23.6K +433 New
GJIA
332
Glass Jacobson Investment Advisors
Maryland
$23.5K -$56.1K -1,078 -70%
CCM
333
Chilton Capital Management
Texas
$21.3K
KFP
334
Keener Financial Planning
Texas
$21K
AT
335
Avalon Trust
New Mexico
$20.8K
Jones Financial Companies
336
Jones Financial Companies
Missouri
$16.6K +$16.6K +321 New
FRA
337
Front Row Advisors
California
$14.7K +$14.7K +282 New
MBFW
338
Morton Brown Family Wealth
Pennsylvania
$12.3K
FFA
339
Farther Finance Advisors
California
$11K +$104 +2 +1%
HWM
340
HighMark Wealth Management
Minnesota
$10.8K +$104 +2 +1%
ADL
341
Asset Dedication LLC
California
$9.94K +$9.94K +191 New
TCM
342
TD Capital Management
Tennessee
$9.08K +$104 +2 +1%
KFI
343
Key Financial Inc
Pennsylvania
$7.02K
OC
344
Oakworth Capital
Alabama
$6.82K
Russell Investments Group
345
Russell Investments Group
United Kingdom
$6.4K +$6.4K +123 New
MSFP
346
Mark Sheptoff Financial Planning
Connecticut
$6.14K
CPG
347
Cornerstone Planning Group
New Jersey
$5.89K +$5.89K +110 New
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$5.2K
TIM
349
Tortoise Investment Management
New York
$5.2K
OLVIG
350
Oliver Lagore Vanvalin Investment Group
Michigan
$4.96K +$4.96K +100 New