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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
TWC
351
TD Waterhouse Canada
Ontario, Canada
$54.5K +$19.7K +363 +59%
AWM
352
Abound Wealth Management
Tennessee
$51.6K
UBS Group
353
UBS Group
Switzerland
$48.7K -$4.24K -78 -8%
CA
354
Clearstead Advisors
Ohio
$46.1K
Citigroup
355
Citigroup
New York
$44.6K
HCM
356
Horrell Capital Management
Arkansas
$41.8K
TCOV
357
Trust Company of Vermont
Vermont
$41.4K +$40.5K +744 New
CAM
358
Creekmur Asset Management
Illinois
$39K
OC
359
Oakworth Capital
Alabama
$38.5K +$30.4K +560 +427%
S
360
SignatureFD
Georgia
$34.6K -$3.21K -59 -9%
EWM
361
Evermay Wealth Management
Virginia
$33.4K
AssetMark Inc
362
AssetMark Inc
California
$32.1K +$5.66K +104 +22%
IAS
363
IMA Advisory Services
Colorado
$31.2K
MLA
364
MB, Levis & Associates
Pennsylvania
$30.3K +$163 +3 +0.6%
JFA
365
JNBA Financial Advisors
Minnesota
$28.9K +$163 +3 +0.6%
DWM
366
Darwin Wealth Management
Florida
$28.9K +$217 +4 +0.8%
GJIA
367
Glass Jacobson Investment Advisors
Maryland
$25.2K
KFP
368
Keener Financial Planning
Texas
$23K
CCM
369
Chilton Capital Management
Texas
$22.8K
AT
370
Avalon Trust
New Mexico
$22.3K
Simplex Trading
371
Simplex Trading
Illinois
$22K +$21.6K +398 New
AWA
372
American Wealth Advisors
Georgia
$20.4K +$19.9K +366 New
Russell Investments Group
373
Russell Investments Group
United Kingdom
$17K +$9.95K +183 +149%
FRA
374
Front Row Advisors
California
$15.7K
MBFW
375
Morton Brown Family Wealth
Pennsylvania
$13.1K