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Fidelity High Dividend ETF

363 hedge funds and large institutions have $2.17B invested in Fidelity High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
4.87%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.34%
New
56
Increased
179
Reduced
75
Closed
25
Calls
$442K
Puts
$213K
Net Calls
+$229K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$8.36M -$299K -5,749 -3%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$8.16M +$2.53M +48,565 +45%
D
53
Dentgroup
Louisiana
$7.83M -$33.7K -648 -0.4%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$7.49M +$99.6K +1,915 +1%
FSA
55
Financial Services Advisory
Maryland
$7.34M +$3.54M +68,091 +93%
SWM
56
Sculati Wealth Management
Michigan
$7.07M +$6.72M +129,126 +1,878%
TFS
57
Thoroughbred Financial Services
Tennessee
$7.03M +$1.33M +25,655 +23%
SI
58
Stephens Inc
Arkansas
$6.7M +$419K +8,055 +7%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$6.68M +$773K +14,863 +13%
WF
60
Wayfinding Financial
Washington
$6.54M -$86.8K -1,618 -1%
DADC
61
D.A. Davidson & Co
Montana
$6.49M +$748K +14,375 +13%
COFSG
62
Carbahal Olsen Financial Services Group
California
$6.44M +$86K +1,653 +1%
RA
63
RFG Advisory
Alabama
$6.33M -$485K -9,320 -7%
MFG
64
Marmo Financial Group
Tennessee
$6.09M +$199K +3,831 +3%
MSWM
65
McGlone Suttner Wealth Management
Wisconsin
$5.95M +$105K +2,020 +2%
LWA
66
Lineweaver Wealth Advisors
Ohio
$5.94M -$36.1K -693 -0.6%
AF
67
Advisornet Financial
Minnesota
$5.93M +$171K +3,296 +3%
NA
68
NewEdge Advisors
Louisiana
$5.87M +$1.95M +37,501 +50%
FHA
69
Flagship Harbor Advisors
Massachusetts
$5.82M +$4.93M +94,854 +554%
GWSG
70
GPS Wealth Strategies Group
Colorado
$5.8M +$1.71M +32,798 +42%
CFG
71
Citizens Financial Group
Rhode Island
$5.77M +$5.5M +105,823 +2,042%
PAG
72
Private Advisor Group
New Jersey
$5.6M +$576K +11,082 +11%
PWP
73
Perfromance Wealth Partners
Illinois
$5.6M +$5.6M +107,637 New
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$5.52M -$167K -3,149 -3%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$5.01M +$782K +15,023 +18%