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Fidelity High Dividend ETF

112 hedge funds and large institutions have $177M invested in Fidelity High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+17
Holders Change %
+17.89%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
43
Reduced
28
Closed
10
Calls
$290K
Puts
Net Calls
+$290K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Shares
Change %
LI
26
LVZ Inc
Michigan
$2.08M -$176K -4,355 -8%
PWP
27
Principle Wealth Partners
Connecticut
$2.06M -$49.5K -1,229 -2%
PWA
28
Primoris Wealth Advisors
Florida
$1.77M +$1.77M +44,195 New
Lido Advisors
29
Lido Advisors
California
$1.66M +$104K +2,575 +7%
NA
30
NewEdge Advisors
Louisiana
$1.6M -$563K -13,959 -26%
AF
31
Advisornet Financial
Minnesota
$1.52M +$250K +6,209 +20%
SXL
32
Summit X LLC
Missouri
$1.46M -$114K -2,815 -7%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$1.43M -$33.8K -838 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.3M -$1.34M -33,327 -51%
Truist Financial
35
Truist Financial
North Carolina
$1.29M +$11.4K +282 +0.9%
GIA
36
Gladstone Institutional Advisory
Florida
$1.2M -$40.9K -1,015 -3%
Renaissance Technologies
37
Renaissance Technologies
New York
$1.13M +$713K +17,700 +170%
BIA
38
Biondo Investment Advisors
Pennsylvania
$1.12M +$83.3K +2,068 +8%
AAS
39
Avantax Advisory Services
Texas
$1.11M -$132K -3,270 -11%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$1.1M
MML Investors Services
41
MML Investors Services
Massachusetts
$1.09M +$130K +3,237 +14%
AIP
42
Ahrens Investment Partners
Louisiana
$1.06M -$86K -2,135 -8%
LNC
43
Lincoln National Corp
Pennsylvania
$1.02M +$167K +4,145 +20%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$1.01M +$186K +4,627 +23%
KPWS
45
Kestra Private Wealth Services
Texas
$980K +$80.3K +1,994 +9%
SFS
46
Sowell Financial Services
Arkansas
$920K -$97.9K -2,429 -10%
ASN
47
Advisory Services Network
Georgia
$902K +$902K +22,393 New
Citigroup
48
Citigroup
New York
$878K -$211M -5,241,210 -100%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$850K -$10.6M -260,877 -93%
HAS
50
HBW Advisory Services
California
$835K +$39.6K +982 +5%