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Fidelity High Dividend ETF

488 hedge funds and large institutions have $3.64B invested in Fidelity High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 252 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 30

129% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $691K

123% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 113

12% more capital invested

Capital invested by funds: $3.24B → $3.64B (+$394M)

8% more funds holding

Funds holding: 451488 (+37)

1.49% more ownership

Funds ownership: 41.29%42.79% (+1.5%)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
488
Holders Change
+37
Holders Change %
+8.2%
% of All Funds
6.01%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.42%
New
72
Increased
252
Reduced
113
Closed
30
Calls
$1.58M
Puts
$691K
Net Calls
+$889K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$2.85K -$5.12K -89 -63%
LI
477
LRI Investments
Florida
$2.71K
PTC
478
Private Trust Company
Ohio
$2.43K
HR
479
Howe & Rusling
New York
$2.32K
FMII
480
Farmers & Merchants Investments Inc
Nebraska
$2.21K
CI
481
Cordant Inc
Oregon
$1.47K +$1.55K +27 New
EWA
482
EverSource Wealth Advisors
Alabama
$1.22K +$633 +11 +100%
BNP Paribas Financial Markets
483
BNP Paribas Financial Markets
France
$829 +$863 +15 New
MCA
484
McGuire Capital Advisors
Oklahoma
$829 +$863 +15 New
CSC
485
Caldwell Sutter Capital
California
$663
National Bank of Canada
486
National Bank of Canada
Quebec, Canada
$663
CAM
487
Costello Asset Management
Pennsylvania
$561
GIA
488
GHP Investment Advisors
Colorado
$111
BTI
489
Blue Trust Inc
Georgia
$20
SL
490
Systelligence LLC
Minnesota
-$17.6M -311,181 Closed
BCI
491
Brinker Capital Investments
Pennsylvania
-$6.87M -121,100 Closed
RA
492
RFG Advisory
Alabama
-$6.5M -114,689 Closed
Citadel Advisors
493
Citadel Advisors
Florida
-$5.29M -91,923 Closed
JWCA
494
J.W. Cole Advisors
Florida
-$2.04M -40,293 Closed
BIA
495
Biondo Investment Advisors
Pennsylvania
-$2.25M -39,777 Closed
CAGAS
496
Capital Advisory Group Advisory Services
Minnesota
-$1.81M -31,955 Closed
YIH
497
Y-Intercept (HK)
Hong Kong
-$1.46M -25,753 Closed
FIA
498
Foundations Investment Advisors
Arizona
-$1.41M -24,878 Closed
IA
499
IFG Advisory
Georgia
-$668K -11,783 Closed
TWP
500
Triad Wealth Partners
Kansas
-$608K -10,720 Closed