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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
FFA
376
First Foundation Advisors
California
$249K
PRAG
377
Portfolio Resources Advisor Group
Florida
$244K
MA
378
MJP Associates
Connecticut
$243K
ZI
379
ZEGA Investments
Florida
$243K
FWWM
380
Fiscal Wisdom Wealth Management
Connecticut
$243K +$3.11K +54 +1%
FFS
381
Forge Financial Services
Oklahoma
$243K +$253K +4,403 New
LWM
382
Level Wealth Management
North Carolina
$242K +$1.84K +32 +0.7%
AG
383
AmeriFlex Group
Nevada
$241K +$30.8K +536 +14%
CRC
384
Curi RMB Capital
Illinois
$240K +$250K +4,347 New
PW
385
PUREfi Wealth
Massachusetts
$237K +$247K +4,287 New
MA
386
Mutual Advisors
Nebraska
$236K -$129K -2,243 -34%
NLWP
387
Next Level Wealth Planning
Idaho
$235K +$518 +9 +0.2%
BAAM
388
Baker Avenue Asset Management
California
$235K +$11.3K +196 +5%
CFS
389
Coordinated Financial Services
Colorado
$233K +$243K +4,220 New
WI
390
Westbourne Investments
Virginia
$233K +$242K +4,209 New
RIA
391
Rhodes Investment Advisors
Texas
$232K -$24.4K -425 -9%
BCG
392
Breakwater Capital Group
New Jersey
$231K +$241K +4,188 New
FA
393
Fountainhead AM
New Jersey
$231K +$1.9K +33 +0.8%
MWM
394
Meridian Wealth Management
Kentucky
$229K -$920 -16 -0.4%
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$227K +$173K +3,003 +273%
SFWC
396
Strategic Family Wealth Counselors
New Jersey
$226K +$1.84K +32 +0.8%
NFSG
397
Newbridge Financial Services Group
Florida
$224K +$1.55K +27 +0.7%
FCU
398
Financial Concepts Unlimited
Maine
$220K +$229K +3,981 New
AIM
399
Anchor Investment Management
South Carolina
$219K +$863 +15 +0.4%
First Trust Advisors
400
First Trust Advisors
Illinois
$218K -$32.3K -561 -12%