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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
NFSG
326
Newbridge Financial Services Group
Florida
$223K -$46.4K -853 -18%
MWM
327
Meridian Wealth Management
Kentucky
$222K +$1.41K +26 +0.7%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$220K
AIM
329
Anchor Investment Management
South Carolina
$220K +$4.73K +87 +2%
HPM
330
Hoxton Planning & Management
West Virginia
$218K
Northern Trust
331
Northern Trust
Illinois
$216K +$211K +3,872 New
AF
332
Aldebaran Financial
$210K +$205K +3,762 New
Bank of Montreal
333
Bank of Montreal
Ontario, Canada
$208K -$42.1K -775 -17%
SFP
334
Sandbox Financial Partners
Maryland
$206K +$201K +3,702 New
PD
335
Planning Directions
Pennsylvania
$206K +$201K +3,702 New
PWS
336
Proactive Wealth Strategies
Georgia
$205K +$200K +3,673 New
DC
337
Destiny Capital
Colorado
$202K +$197K +3,629 New
ZIM
338
Zacks Investment Management
Illinois
$201K +$196K +3,604 New
GWSG
339
GPS Wealth Strategies Group
Colorado
$191K -$5.87M -108,005 -97%
AIC
340
Archer Investment Corporation
Indiana
$179K +$11.8K +217 +7%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$145K +$66K +1,213 +87%
AAG
342
Armstrong Advisory Group
Massachusetts
$132K +$217 +4 +0.2%
GEA
343
Glen Eagle Advisors
New Jersey
$111K
Q1WB
344
Quest 10 Wealth Builders
Virginia
$111K
CFD
345
Creative Financial Designs
Indiana
$99.3K +$96.9K +1,782 New
RF
346
Roxbury Financial
New Jersey
$65.3K
Comerica Bank
347
Comerica Bank
Texas
$64.6K -$1.2K -22 -2%
AUB
348
Atlantic Union Bankshares
Virginia
$64.1K -$5.44K -100 -8%
CIAS
349
Capital Investment Advisory Services
North Carolina
$63.5K +$28.2K +518 +83%
BWL
350
Bogart Wealth LLC
Virginia
$61.9K +$381 +7 +0.6%