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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$32.9M +$24.4M +423,383 +246%
PAG
27
Private Advisor Group
New Jersey
$32M +$5.6M +97,310 +20%
VFG
28
Victory Financial Group
Texas
$30.3M +$3.6M +62,644 +13%
LPFG
29
Landing Point Financial Group
Ohio
$27.4M +$816K +14,193 +3%
Mariner
30
Mariner
Kansas
$25.1M +$2.15M +37,392 +9%
WCAMG
31
Woodard & Company Asset Management Group
North Carolina
$24.1M -$215K -3,738 -0.8%
AIA
32
AssuredPartners Investment Advisors
Florida
$22.1M +$494K +8,592 +2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$21.2M +$7.4M +128,637 +51%
LWM
34
Lakeridge Wealth Management
Ohio
$19.8M +$926K +16,096 +5%
EH
35
Equitable Holdings
New York
$18.4M +$3.18M +55,249 +20%
MIA
36
Milestone Investment Advisors
Wisconsin
$18M +$360K +6,260 +2%
DADC
37
D.A. Davidson & Co
Montana
$17.4M +$454K +7,885 +3%
SIM
38
Stratos Investment Management
Ohio
$16.8M +$655K +11,386 +4%
IFA
39
Independence Financial Advisors
New Hampshire
$16.8M +$530K +9,210 +3%
CA
40
Calton & Associates
Florida
$16.7M -$811K -14,102 -4%
IWC
41
Integrated Wealth Concepts
Massachusetts
$16.5M +$994K +17,277 +6%
PCIA
42
Prime Capital Investment Advisors
Kansas
$16M -$510K -8,870 -3%
WIA
43
World Investment Advisors
California
$15.8M +$190K +3,312 +1%
RW
44
Regimen Wealth
Georgia
$15.1M -$5.26M -91,475 -25%
CWP
45
Clark Wealth Partners
Illinois
$14.7M -$1.87M -32,470 -11%
IA
46
IFP Advisors
Florida
$14.2M +$2.65M +46,084 +22%
RWA
47
Rooted Wealth Advisors
Illinois
$13.3M +$1.01M +17,512 +8%
Truist Financial
48
Truist Financial
North Carolina
$13.1M -$18.3K -318 -0.1%
PWM
49
Prentice Wealth Management
New York
$13.1M -$1.36M -23,699 -9%
FTS
50
Fifth Third Securities
Ohio
$12.8M +$255K +4,440 +2%