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Fidelity High Dividend ETF

367 hedge funds and large institutions have $2.22B invested in Fidelity High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 180 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 77

111% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 27

108% more call options, than puts

Call options by funds: $442K | Put options by funds: $213K

20% more capital invested

Capital invested by funds: $1.84B → $2.22B (+$375M)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

7% more funds holding

Funds holding: 344367 (+23)

1.57% more ownership

Funds ownership: 38.17%39.74% (+1.6%)

Holders
367
Holders Change
+23
Holders Change %
+6.69%
% of All Funds
4.83%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.33%
New
57
Increased
180
Reduced
77
Closed
27
Calls
$442K
Puts
$213K
Net Calls
+$229K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Change in
Stake
VFG
26
Victory Financial Group
Texas
$23.4M +$2.09M +42,575 +10%
IWC
27
Integrated Wealth Concepts
Massachusetts
$20.5M +$460K +9,344 +2%
RW
28
Regimen Wealth
Georgia
$19.2M +$18.2M +369,090 New
AIA
29
AssuredPartners Investment Advisors
Florida
$18.7M -$1.5M -30,495 -8%
LPFG
30
Landing Point Financial Group
Ohio
$18.1M +$349K +7,094 +2%
LWM
31
Lakeridge Wealth Management
Ohio
$17.5M +$892K +18,135 +6%
MIA
32
Milestone Investment Advisors
Wisconsin
$16.6M +$451K +9,163 +3%
PCIA
33
Prime Capital Investment Advisors
Kansas
$15.6M -$6.19M -125,742 -30%
SL
34
Systelligence LLC
Minnesota
$15.5M +$1.35M +27,498 +10%
CA
35
Calton & Associates
Florida
$13.8M +$5.24M +106,444 +67%
Mariner
36
Mariner
Kansas
$13.7M +$3.34M +67,915 +35%
SIM
37
Stratos Investment Management
Ohio
$12.5M +$11.8M +240,012 New
PWM
38
Prentice Wealth Management
New York
$12.4M +$879K +17,878 +8%
AWS
39
Atria Wealth Solutions
New York
$11.8M +$8.41M +170,956 +310%
WIA
40
World Investment Advisors
California
$11.6M +$276K +5,603 +3%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$11M +$47.2K +959 +0.5%
FTS
42
Fifth Third Securities
Ohio
$10.9M +$2.67M +54,218 +35%
Citadel Advisors
43
Citadel Advisors
Florida
$10.6M +$8.75M +177,915 +687%
FWA
44
Flagship Wealth Advisors
Massachusetts
$9.81M +$2.3M +46,659 +33%
Stifel Financial
45
Stifel Financial
Missouri
$9.76M -$2.89M -58,735 -24%
EH
46
Equitable Holdings
New York
$9.39M +$4.56M +92,653 +105%
IFA
47
Independence Financial Advisors
New Hampshire
$9.08M +$532K +10,813 +7%
SA
48
Sanctuary Advisors
Indiana
$9.03M +$1.74M +35,338 +26%
Lido Advisors
49
Lido Advisors
California
$8.83M +$7.24M +147,107 +648%
IA
50
IFP Advisors
Florida
$8.42M +$494K +10,034 +7%

FDVV Hedge Fund Activity: Q2 2025 in Review

367 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2025, worth a combined $2.22B — up 20% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FDVV positions and 27 closed out — a net gain of 30 holders — while 180 added to existing stakes and 77 trimmed.

The largest buyer was LPL Financial, adding an estimated $27.4M. The largest seller was Kovack Advisors, cutting an estimated $6.39M.

  • 367 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2025, up from 344 in Q1 2025.
  • Funds reported $2.22B of Fidelity High Dividend ETF stock for Q2 2025, up 20% quarter-over-quarter.
  • 57 funds opened new Fidelity High Dividend ETF positions in Q2 2025 and 27 closed out, a net change of +30 holders.
  • The largest Fidelity High Dividend ETF buyer in Q2 2025 was LPL Financial, an estimated $27.4M added.
  • The largest Fidelity High Dividend ETF seller in Q2 2025 was Kovack Advisors, an estimated $6.39M sold.

Based on aggregated 13F filings for Q2 2025.