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Fidelity High Dividend ETF

363 hedge funds and large institutions have $2.17B invested in Fidelity High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
4.87%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.34%
New
56
Increased
179
Reduced
75
Closed
25
Calls
$442K
Puts
$213K
Net Calls
+$229K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Shares
Change %
VFG
26
Victory Financial Group
Texas
$23.4M +$2.21M +42,575 +10%
IWC
27
Integrated Wealth Concepts
Massachusetts
$20.5M +$486K +9,344 +2%
RW
28
Regimen Wealth
Georgia
$19.2M +$19.2M +369,090 New
AIA
29
AssuredPartners Investment Advisors
Florida
$18.7M -$1.59M -30,495 -8%
LPFG
30
Landing Point Financial Group
Ohio
$18.1M +$369K +7,094 +2%
LWM
31
Lakeridge Wealth Management
Ohio
$17.5M +$943K +18,135 +6%
MIA
32
Milestone Investment Advisors
Wisconsin
$16.6M +$477K +9,163 +3%
PCIA
33
Prime Capital Investment Advisors
Kansas
$15.6M -$6.54M -125,742 -30%
SL
34
Systelligence LLC
Minnesota
$15.5M +$1.43M +27,498 +10%
CA
35
Calton & Associates
Florida
$13.8M +$5.54M +106,444 +67%
Mariner
36
Mariner
Kansas
$13.7M +$3.53M +67,915 +35%
SIM
37
Stratos Investment Management
Ohio
$12.5M +$12.5M +240,012 New
PWM
38
Prentice Wealth Management
New York
$12.4M +$930K +17,878 +8%
AWS
39
Atria Wealth Solutions
New York
$11.8M +$8.9M +170,956 +310%
WIA
40
World Investment Advisors
California
$11.6M +$291K +5,603 +3%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$11M +$49.9K +959 +0.5%
FTS
42
Fifth Third Securities
Ohio
$10.9M +$2.82M +54,218 +35%
Citadel Advisors
43
Citadel Advisors
Florida
$10.6M +$9.26M +177,915 +687%
FWA
44
Flagship Wealth Advisors
Massachusetts
$9.81M +$2.43M +46,659 +33%
Stifel Financial
45
Stifel Financial
Missouri
$9.76M -$3.06M -58,735 -24%
EH
46
Equitable Holdings
New York
$9.39M +$4.82M +92,653 +105%
IFA
47
Independence Financial Advisors
New Hampshire
$9.08M +$562K +10,813 +7%
Lido Advisors
48
Lido Advisors
California
$8.83M +$7.65M +147,107 +648%
IA
49
IFP Advisors
Florida
$8.42M +$522K +10,034 +7%
ASN
50
Advisory Services Network
Georgia
$8.41M +$1.11M +20,797 +15%