We are live on ! Find out more
FDVV icon

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
BCWM
501
Bartlett & Co Wealth Management
Ohio
-$579K -10,218 Closed
AWM
502
Apollon Wealth Management
South Carolina
-$455K -8,030 Closed
FA
503
FSA Advisors
Michigan
-$421K -7,433 Closed
SFG
504
Sovereign Financial Group
Connecticut
-$325K -5,728 Closed
RIP
505
RAM Investment Partners
Washington
-$297K -5,232 Closed
SFP
506
Sandbox Financial Partners
Maryland
-$241K -4,254 Closed
AWA
507
Asempa Wealth Advisors
Louisiana
-$235K -4,151 Closed
HWM
508
HB Wealth Management
Georgia
-$220K -3,884 Closed
IAS
509
Insigneo Advisory Services
Florida
-$215K -3,797 Closed
FPGK
510
Financial Partners Group (Kansas)
Kansas
-$206K -3,549 Closed
TWC
511
TD Waterhouse Canada
Ontario, Canada
-$62.4K -1,101 Closed
OC
512
Optima Capital
Oregon
-$33K -583 Closed
CIA
513
Cape Investment Advisory
Georgia
-$28.1K -495 Closed
AWA
514
American Wealth Advisors
Georgia
-$20.9K -369 Closed
CWP
515
Concord Wealth Partners
Virginia
-$16.3K -287 Closed
CTC
516
Central Trust Company
Missouri
-$14.8K -261 Closed
KCM
517
Key Capital Management
Tennessee
-$11.9K -210 Closed
ETC
518
Exchange Traded Concepts
Oklahoma
-$3.46K -61 Closed
FFA
519
Founders Financial Alliance
North Carolina
-$283 -5 Closed
JWA
520
JFS Wealth Advisors
Pennsylvania
-$23