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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
S
326
SignatureFD
Georgia
$35.3K +$1.13K +23 +4%
CIAS
327
Capital Investment Advisory Services
North Carolina
$32.4K +$23.5K +478 +332%
TWC
328
TD Waterhouse Canada
Ontario, Canada
$32K +$30.1K +611 New
EWM
329
Evermay Wealth Management
Virginia
$31.2K +$29.5K +600 New
IAS
330
IMA Advisory Services
Colorado
$29.1K
MLA
331
MB, Levis & Associates
Pennsylvania
$28.1K +$26.6K +541 New
JFA
332
JNBA Financial Advisors
Minnesota
$26.8K +$246 +5 +1%
DWM
333
Darwin Wealth Management
Florida
$26.8K +$443 +9 +2%
AssetMark Inc
334
AssetMark Inc
California
$24.6K +$10.4K +211 +81%
TPWA
335
Twin Peaks Wealth Advisors
California
$23.6K +$21.3K +433 New
GJIA
336
Glass Jacobson Investment Advisors
Maryland
$23.5K -$53K -1,078 -70%
CCM
337
Chilton Capital Management
Texas
$21.3K
KFP
338
Keener Financial Planning
Texas
$21K
AT
339
Avalon Trust
New Mexico
$20.8K
Jones Financial Companies
340
Jones Financial Companies
Missouri
$16.6K +$15.8K +321 New
FRA
341
Front Row Advisors
California
$14.7K +$13.9K +282 New
MBFW
342
Morton Brown Family Wealth
Pennsylvania
$12.3K
FFA
343
Farther Finance Advisors
California
$11K +$98 +2 +1%
HWM
344
HighMark Wealth Management
Minnesota
$10.8K +$98 +2 +1%
ADL
345
Asset Dedication LLC
California
$9.94K +$9.39K +191 New
TCM
346
TD Capital Management
Tennessee
$9.08K +$98 +2 +1%
KFI
347
Key Financial Inc
Pennsylvania
$7.02K
OC
348
Oakworth Capital
Alabama
$6.82K
Russell Investments Group
349
Russell Investments Group
United Kingdom
$6.4K +$6.05K +123 New
MSFP
350
Mark Sheptoff Financial Planning
Connecticut
$6.14K

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.