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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
CPG
351
Cornerstone Planning Group
New Jersey
$5.88K +$5.41K +110 New
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$5.2K
TIM
353
Tortoise Investment Management
New York
$5.2K
OLVIG
354
Oliver Lagore Vanvalin Investment Group
Michigan
$4.96K +$4.92K +100 New
CMP
355
Coston McIsaac & Partners
Maine
$4K
PWA
356
Physician Wealth Advisors
Utah
$3.94K -$3.74K -76 -50%
CPBTD
357
Central Pacific Bank - Trust Division
Hawaii
$3.02K
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$2.76K -$2.85K -58 -52%
SIS
359
Sound Income Strategies
Florida
$2.52K
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$2.08K +$1.97K +40 New
BFP
361
Briaud Financial Planning
Texas
$2K +$2.56K +52 New
SWM
362
Spire Wealth Management
Virginia
$911
CSC
363
Caldwell Sutter Capital
California
$624
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$624
EWA
365
EverSource Wealth Advisors
Alabama
$575
FFA
366
Founders Financial Alliance
North Carolina
$208
GIA
367
GHP Investment Advisors
Colorado
$105
CTC
368
Central Trust Company
Missouri
$24
PA
369
Parallel Advisors
California
$15
FTUS
370
Flow Traders U.S.
New York
-$5.97M -120,304 Closed
PA
371
PFG Advisors
Arizona
-$2.17M -43,778 Closed
WWP
372
Wise Wealth Partners
Arizona
-$2.13M -42,847 Closed
AP
373
Advisors Preferred
Maryland
-$1.13M -22,752 Closed
RFW
374
Rainier Family Wealth
Washington
-$1.11M -22,331 Closed
MFS
375
Madrona Financial Services
Washington
-$782K -15,775 Closed

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.