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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
SCM
351
Shelton Capital Management
Colorado
$308K +$320K +5,567 New
SF
352
SageOak Financial
Oklahoma
$308K -$27.7K -481 -8%
SFCL
353
Strengthening Families & Communities LLC
Massachusetts
$306K +$319K +5,547 New
SRPTWM
354
Split Rock Private Trading & Wealth Management
Minnesota
$300K -$35.3K -614 -10%
GC
355
Grimes & Company
Massachusetts
$299K
FP
356
Financial Perspectives
Minnesota
$296K +$748 +13 +0.2%
AB
357
Atlas Brown
Kentucky
$294K +$690 +12 +0.2%
DAS
358
Dynamic Advisor Solutions
Arizona
$294K +$1.21K +21 +0.4%
QWP
359
Quotient Wealth Partners
Texas
$293K +$305K +5,305 New
CL
360
Choreo LLC
Illinois
$291K +$4.14K +72 +1%
MAM
361
MWA Asset Management
Massachusetts
$287K -$2.3K -40 -0.8%
Fisher Asset Management
362
Fisher Asset Management
Washington
$287K +$299K +5,190 New
PD
363
Planning Directions
Pennsylvania
$284K +$2.36K +41 +0.8%
FPAS
364
Focus Partners Advisor Solutions
Missouri
$280K +$291K +5,066 New
HA
365
Herold Advisors
New York
$279K +$291K +5,057 New
SCA
366
Southern Capital Advisors
Tennessee
$276K
GWS
367
Greykasell Wealth Strategies
California
$267K
EIP
368
Ellis Investment Partners
Pennsylvania
$264K -$11.4K -199 -4%
GWM
369
Greenwich Wealth Management
Connecticut
$259K
CIA
370
Compass Ion Advisors
Pennsylvania
$258K -$9.78K -170 -4%
TA
371
TFB Advisors
Kansas
$258K -$288K -5,011 -52%
GAFA
372
Garton & Associates Financial Advisors
Kentucky
$257K +$26.6K +463 +11%
CBA
373
Coastal Bridge Advisors
Connecticut
$254K +$2.01K +35 +0.8%
MWC
374
MKD Wealth Coaches
Michigan
$253K +$2.13K +37 +0.8%
Northern Trust
375
Northern Trust
Illinois
$250K -$52.6K -915 -17%