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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
Jones Financial Companies
376
Jones Financial Companies
Missouri
$13.1K -$4.62K -85 -26%
HWM
377
HighMark Wealth Management
Minnesota
$11.7K +$54 +1 +0.5%
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$11.6K +$11.4K +209 New
DJSG
379
D.J. St. Germain
Massachusetts
$11.1K +$10.9K +200 New
BHWM
380
Beaird Harris Wealth Management
Texas
$10.2K +$10K +184 New
CI
381
CX Institutional
Indiana
$10K +$10.2K +188 New
TCM
382
TD Capital Management
Tennessee
$9.79K +$54 +1 +0.6%
SWM
383
Spire Wealth Management
Virginia
$7.83K +$6.69K +123 +683%
KFI
384
Key Financial Inc
Pennsylvania
$7.56K
MSFP
385
Mark Sheptoff Financial Planning
Connecticut
$6.57K
CPG
386
Cornerstone Planning Group
New Jersey
$6.16K
Fifth Third Bancorp
387
Fifth Third Bancorp
Ohio
$5.57K
TIM
388
Tortoise Investment Management
New York
$5.57K
ETC
389
Exchange Traded Concepts
Oklahoma
$5.13K -$33.1K -608 -87%
PWA
390
Physician Wealth Advisors
Utah
$4.21K
CMP
391
Coston McIsaac & Partners
Maine
$4K
CPBTD
392
Central Pacific Bank - Trust Division
Hawaii
$3.23K
RFP
393
Root Financial Partners
California
$3.17K +$3.1K +57 New
LI
394
LRI Investments
Florida
$2.73K +$2.66K +49 New
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$2.23K
GTAM
396
Global Trust Asset Management
Florida
$1.84K +$1.79K +33 New
BCWM
397
Bartlett & Co Wealth Management
Ohio
$1.23K +$1.2K +22 New
CSC
398
Caldwell Sutter Capital
California
$669
National Bank of Canada
399
National Bank of Canada
Quebec, Canada
$668
EWA
400
EverSource Wealth Advisors
Alabama
$616