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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
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$12.5M +$241K +4,198 +2%
PSCM
52
Per Stirling Capital Management
Texas
$12.1M -$461K -8,017 -4%
ASN
53
Advisory Services Network
Georgia
$12M +$18.8K +327 +0.2%
CW
54
Cornerstone Wealth
Tennessee
$12M +$11.7M +203,646 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$11.5M +$1.76M +30,659 +17%
SWM
56
SHP Wealth Management
Massachusetts
$11.2M +$588K +10,221 +5%
SWM
57
Sculati Wealth Management
Michigan
$10.2M +$321K +5,586 +3%
PWA
58
PCG Wealth Advisors
Kansas
$10M +$9.92M +172,523 +1,840%
PWP
59
Perfromance Wealth Partners
Illinois
$10M +$1.84M +31,960 +21%
Lido Advisors
60
Lido Advisors
California
$9.8M -$3.81M -66,261 -27%
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$9.66M +$5.04M +87,703 +101%
KWM
62
Kingsview Wealth Management
Oregon
$9.61M +$7.58M +131,857 +313%
P
63
&Partners
Tennessee
$9.31M +$1.3M +22,664 +15%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$9.09M -$544K -9,455 -5%
TFS
65
Thoroughbred Financial Services
Tennessee
$9M +$500K +8,692 +6%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$8.97M +$119K +2,063 +1%
SA
67
Sanctuary Advisors
Indiana
$8.91M -$595K -10,351 -6%
FWA
68
Flagship Wealth Advisors
Massachusetts
$8.8M -$4.36M -75,740 -31%
CF
69
Cyr Financial
Illinois
$8.64M +$1.01M +17,549 +13%
Stifel Financial
70
Stifel Financial
Missouri
$8.63M -$3.09M -53,791 -26%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$8.47M -$7.47M -129,839 -46%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$8.21M -$444K -7,719 -5%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$8.18M +$12.3K +213 +0.1%
SI
74
Stephens Inc
Arkansas
$7.97M +$330K +5,738 +4%
KA
75
Kovack Advisors
Florida
$7.95M -$567K -9,862 -6%