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Fidelity High Dividend ETF

117 hedge funds and large institutions have $223M invested in Fidelity High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
54
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
26
EP Wealth Advisors
California
$2.36M -$103K -2,467 -4%
FCMA
27
Foresight Capital Management Advisors
Michigan
$2.33M +$76.4K +1,836 +3%
PWP
28
Principle Wealth Partners
Connecticut
$2.16M +$33.4K +801 +2%
LI
29
LVZ Inc
Michigan
$2.08M -$62.9K -1,510 -3%
SFS
30
Sowell Financial Services
Arkansas
$2.07M +$1.12M +26,951 +118%
AF
31
Advisornet Financial
Minnesota
$2.01M +$442K +10,614 +28%
LNC
32
Lincoln National Corp
Pennsylvania
$1.94M +$883K +21,209 +84%
PWA
33
Primoris Wealth Advisors
Florida
$1.84M +$1.45K +35 +0.1%
Lido Advisors
34
Lido Advisors
California
$1.69M -$24.7K -594 -1%
NA
35
NewEdge Advisors
Louisiana
$1.63M -$18.4K -441 -1%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$1.49M +$16.7K +401 +1%
VC
37
Vicus Capital
Pennsylvania
$1.49M -$1.39M -33,272 -48%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.33M +$200K +4,811 +18%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.32M +$285K +6,853 +27%
Truist Financial
40
Truist Financial
North Carolina
$1.3M -$32.3K -775 -2%
BIA
41
Biondo Investment Advisors
Pennsylvania
$1.29M +$135K +3,242 +12%
GIA
42
Gladstone Institutional Advisory
Florida
$1.25M +$5.33K +128 +0.4%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$1.21M +$66.6K +1,599 +6%
AAS
44
Avantax Advisory Services
Texas
$1.18M +$43.9K +1,060 +4%
BG
45
Benedetti & Gucer
Georgia
$1.15M +$378K +9,089 +49%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$1.11M -$1.62M -39,036 -59%
AIP
47
Ahrens Investment Partners
Louisiana
$1.09M -$6.08K -146 -0.6%
SXL
48
Summit X LLC
Missouri
$1.07M -$431K -10,359 -29%
KPWS
49
Kestra Private Wealth Services
Texas
$1.01M -$4.5K -108 -0.4%
RJA
50
Raymond James & Associates
Florida
$983K +$129K +3,090 +15%