We are live on ! Find out more
FDVV icon

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
IC
376
IEQ Capital
California
-$735K -14,811 Closed
FA
377
FSA Advisors
Michigan
-$435K -8,780 Closed
AG
378
AmeriFlex Group
Nevada
-$309K -6,225 Closed
GMFG
379
Greater Midwest Financial Group
Minnesota
-$272K -5,474 Closed
SIC
380
Sage Investment Counsel
Tennessee
-$258K -5,207 Closed
FPGK
381
Financial Partners Group (Kansas)
Kansas
-$225K -4,542 Closed
ZIM
382
Zacks Investment Management
Illinois
-$206K -4,150 Closed
HF
383
HRT Financial
New York
-$203K -4,097 Closed
MFA
384
Mayflower Financial Advisors
Massachusetts
-$201K -4,047 Closed
RMP
385
Richards, Merrill & Peterson
Washington
-$154K -3,100 Closed
AW
386
Avion Wealth
Texas
-$128K -2,580 Closed
PIS
387
POM Investment Strategies
North Carolina
-$99.2K -2,000 Closed
FAM
388
Flaharty Asset Management
Florida
-$58.1K -1,171 Closed
MFG
389
Mendota Financial Group
Wisconsin
-$47.6K -960 Closed
PTC
390
Private Trust Company
Ohio
-$45.5K -917 Closed
IHWM
391
Iron Horse Wealth Management
Iowa
-$34K -686 Closed
QCG
392
Quadrant Capital Group
Ohio
-$24.8K -500 Closed
CAWM
393
Capital A Wealth Management
Pennsylvania
-$9.42K -190 Closed
CWC
394
Carolinas Wealth Consulting
North Carolina
-$6.9K -139 Closed
PPWM
395
PFG Private Wealth Management
Florida
-$2.88K -58 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.