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Fidelity High Dividend ETF

151 hedge funds and large institutions have $308M invested in Fidelity High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
68
Reduced
37
Closed
7
Calls
$248K
Puts
Net Calls
+$248K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
51
Family Asset Management
South Carolina
$980K -$264K -6,940 -21%
RJA
52
Raymond James & Associates
Florida
$952K +$164K +4,318 +21%
AIP
53
Ahrens Investment Partners
Louisiana
$951K -$14.8K -388 -2%
SXL
54
Summit X LLC
Missouri
$910K -$47K -1,234 -5%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$896K +$896K +23,537 New
Fidelity Investments
56
Fidelity Investments
Massachusetts
$759K +$40.6K +1,066 +6%
SM
57
Sweeney & Michel
California
$722K +$722K +18,689 New
NA
58
NewEdge Advisors
Louisiana
$698K -$270K -7,081 -28%
HAS
59
HBW Advisory Services
California
$698K -$18.7K -491 -3%
SPC
60
Sigma Planning Corp
Michigan
$670K -$163K -4,293 -20%
CA
61
Calton & Associates
Florida
$645K -$45K -1,182 -7%
CMI
62
Clare Market Investments
Texas
$623K +$109K +2,850 +21%
BFA
63
BMS Financial Advisors
South Dakota
$620K +$620K +16,279 New
IAN
64
Integrated Advisors Network
Texas
$619K +$7.62K +200 +1%
ASN
65
Advisory Services Network
Georgia
$613K +$13.7K +360 +2%
SIA
66
Soltis Investment Advisors
Utah
$584K +$2.59K +68 +0.4%
SFS
67
Sowell Financial Services
Arkansas
$578K -$333K -8,737 -37%
AAS
68
Ameritas Advisory Services
Nebraska
$569K -$274K -7,132 -33%
WMA
69
Wealth Management Associates
New Jersey
$567K +$307K +8,050 +118%
CT
70
Colonial Trust
South Carolina
$546K -$107K -2,832 -16%
PA
71
PFG Advisors
Arizona
$536K -$1.57M -41,122 -75%
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$513K +$76 +2 +0%
CA
73
Cetera Advisors
Colorado
$505K +$12.9K +339 +3%
HNWAG
74
High Net Worth Advisory Group
Florida
$492K +$305 +8 +0.1%
OMC
75
Old Mission Capital
Illinois
$490K +$227K +5,965 +86%