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Fidelity High Dividend ETF

95 hedge funds and large institutions have $376M invested in Fidelity High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
49
Reduced
19
Closed
10
Calls
$248K
Puts
Net Calls
+$248K
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.1M +$431K +11,662 +26%
LI
27
LVZ Inc
Michigan
$2.07M +$9.99K +270 +0.5%
MCM
28
MAI Capital Management
Ohio
$2.06M +$2.06M +55,646 New
NA
29
NewEdge Advisors
Louisiana
$1.99M +$1.41M +38,110 +245%
PWP
30
Principle Wealth Partners
Connecticut
$1.94M +$54.2K +1,465 +3%
Citadel Advisors
31
Citadel Advisors
Florida
$1.68M +$55.2K +1,491 +3%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$1.59M +$1.59M +43,046 New
SXL
33
Summit X LLC
Missouri
$1.44M +$108K +2,927 +8%
Lido Advisors
34
Lido Advisors
California
$1.43M +$181K +4,888 +14%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$1.34M +$1.34M +36,299 New
Truist Financial
36
Truist Financial
North Carolina
$1.17M -$35.2K -951 -3%
AF
37
Advisornet Financial
Minnesota
$1.17M +$1.08M +29,103 +1,184%
GIA
38
Gladstone Institutional Advisory
Florida
$1.14M -$8.32K -225 -0.7%
AAS
39
Avantax Advisory Services
Texas
$1.14M +$121K +3,270 +12%
AIP
40
Ahrens Investment Partners
Louisiana
$1.05M -$21.5K -582 -2%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.01M +$105K +2,850 +12%
BIA
42
Biondo Investment Advisors
Pennsylvania
$954K +$28.7K +775 +3%
SFS
43
Sowell Financial Services
Arkansas
$934K -$33K -893 -3%
MML Investors Services
44
MML Investors Services
Massachusetts
$883K +$246K +6,640 +39%
KPWS
45
Kestra Private Wealth Services
Texas
$826K +$826K +22,335 New
Barclays
46
Barclays
United Kingdom
$818K +$818K +22,106 +442,120%
LNC
47
Lincoln National Corp
Pennsylvania
$784K -$239K -6,451 -23%
KWM
48
Kingsview Wealth Management
Oregon
$784K +$784K +21,186 New
Fidelity Investments
49
Fidelity Investments
Massachusetts
$752K +$358K +9,683 +91%
FAM
50
Flaharty Asset Management
Florida
$751K -$295K -7,984 -28%