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Fidelity High Dividend ETF

402 hedge funds and large institutions have $2.79B invested in Fidelity High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 201 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

142% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 83

26% more capital invested

Capital invested by funds: $2.22B → $2.79B (+$572M)

10% more funds holding

Funds holding: 367402 (+35)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

0.49% more ownership

Funds ownership: 39.74%40.23% (+0.49%)

Holders
402
Holders Change
+35
Holders Change %
+9.54%
% of All Funds
5.28%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.35%
New
51
Increased
201
Reduced
83
Closed
11
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$22.3M +$15.9M +291,754 +271%
AIA
27
AssuredPartners Investment Advisors
Florida
$20.9M +$785K +14,436 +4%
IWC
28
Integrated Wealth Concepts
Massachusetts
$20.8M -$1.06M -19,491 -5%
RW
29
Regimen Wealth
Georgia
$20.4M -$121K -2,231 -0.6%
Mariner
30
Mariner
Kansas
$19.1M +$4.3M +78,997 +30%
LWM
31
Lakeridge Wealth Management
Ohio
$18.9M +$155K +2,849 +0.8%
MIA
32
Milestone Investment Advisors
Wisconsin
$18M +$241K +4,440 +1%
SL
33
Systelligence LLC
Minnesota
$17.2M +$628K +11,550 +4%
CWP
34
Clark Wealth Partners
Illinois
$16.9M +$16.2M +298,584 New
CA
35
Calton & Associates
Florida
$16.9M +$1.99M +36,620 +14%
SIM
36
Stratos Investment Management
Ohio
$16.7M +$3.27M +60,061 +25%
PCIA
37
Prime Capital Investment Advisors
Kansas
$16.7M -$68.6K -1,262 -0.4%
IFA
38
Independence Financial Advisors
New Hampshire
$15.9M +$6.03M +110,834 +63%
DADC
39
D.A. Davidson & Co
Montana
$15.8M +$8.66M +159,198 +128%
Jane Street
40
Jane Street
New York
$14.5M -$14.4M -264,913 -50%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$13.8M +$10.5M +193,825 +362%
Lido Advisors
42
Lido Advisors
California
$13.5M +$3.98M +73,200 +43%
PWM
43
Prentice Wealth Management
New York
$13.5M +$237K +4,357 +2%
WIA
44
World Investment Advisors
California
$12.7M +$339K +6,231 +3%
PSCM
45
Per Stirling Capital Management
Texas
$12.7M +$12.4M +228,660 New
FTS
46
Fifth Third Securities
Ohio
$12.3M +$518K +9,536 +5%
FWA
47
Flagship Wealth Advisors
Massachusetts
$11.6M +$1.1M +20,323 +11%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$11.6M +$5.64M +103,796 +100%
D
49
Dentgroup
Louisiana
$11.4M +$2.91M +53,547 +36%
EH
50
Equitable Holdings
New York
$11.3M +$1.23M +22,609 +13%