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Fidelity High Dividend ETF

400 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, 199 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$914K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$11.6K
DJSG
377
D.J. St. Germain
Massachusetts
$11.1K
BHWM
378
Beaird Harris Wealth Management
Texas
$10.2K
CI
379
CX Institutional
Indiana
$10K
TCM
380
TD Capital Management
Tennessee
$9.79K
SWM
381
Spire Wealth Management
Virginia
$7.83K
KFI
382
Key Financial Inc
Pennsylvania
$7.56K
MSFP
383
Mark Sheptoff Financial Planning
Connecticut
$6.57K
CPG
384
Cornerstone Planning Group
New Jersey
$6.16K
TIM
385
Tortoise Investment Management
New York
$5.57K
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$5.57K
ETC
387
Exchange Traded Concepts
Oklahoma
$5.13K
PWA
388
Physician Wealth Advisors
Utah
$4.21K
CMP
389
Coston McIsaac & Partners
Maine
$4K
CPBTD
390
Central Pacific Bank - Trust Division
Hawaii
$3.23K
RFP
391
Root Financial Partners
California
$3.17K
LI
392
LRI Investments
Florida
$2.73K
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$2.23K
GTAM
394
Global Trust Asset Management
Florida
$1.84K
BCWM
395
Bartlett & Co Wealth Management
Ohio
$1.23K
CSC
396
Caldwell Sutter Capital
California
$669
National Bank of Canada
397
National Bank of Canada
Quebec, Canada
$668
EWA
398
EverSource Wealth Advisors
Alabama
$616
FFA
399
Founders Financial Alliance
North Carolina
$279
GIA
400
GHP Investment Advisors
Colorado
$112