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Fidelity High Dividend ETF

402 hedge funds and large institutions have $2.79B invested in Fidelity High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 201 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

142% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 83

26% more capital invested

Capital invested by funds: $2.22B → $2.79B (+$572M)

10% more funds holding

Funds holding: 367402 (+35)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

0.49% more ownership

Funds ownership: 39.74%40.23% (+0.49%)

Holders
402
Holders Change
+35
Holders Change %
+9.54%
% of All Funds
5.28%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.35%
New
51
Increased
201
Reduced
83
Closed
11
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$11.3M +$2.29M +42,201 +26%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$11.1M -$632K -11,621 -5%
Stifel Financial
53
Stifel Financial
Missouri
$10.4M -$91.2K -1,678 -0.9%
IA
54
IFP Advisors
Florida
$9.8M +$768K +14,118 +9%
ASN
55
Advisory Services Network
Georgia
$9.38M +$618K +11,372 +7%
SA
56
Sanctuary Advisors
Indiana
$9.33M -$337K -6,202 -4%
SWM
57
Sculati Wealth Management
Michigan
$9.21M +$1.6M +29,354 +22%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$8.71M +$1.52M +27,945 +22%
KA
59
Kovack Advisors
Florida
$8.53M +$4.32M +79,412 +108%
TFS
60
Thoroughbred Financial Services
Tennessee
$8.24M +$692K +12,723 +9%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$8.13M +$109K +2,008 +1%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$7.73M +$2.31M +42,490 +44%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$7.46M +$7.28M +133,941 New
SI
64
Stephens Inc
Arkansas
$7.44M +$259K +4,760 +4%
PWP
65
Perfromance Wealth Partners
Illinois
$7.34M +$1.31M +24,100 +22%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$7.31M -$1.4M -25,729 -16%
PFA
67
Pathway Financial Advisers
Indiana
$7.29M +$4.33M +79,575 +154%
NA
68
NewEdge Advisors
Louisiana
$7.01M +$709K +13,038 +12%
COFSG
69
Carbahal Olsen Financial Services Group
California
$6.91M +$10.4K +192 +0.2%
RA
70
RFG Advisory
Alabama
$6.88M +$102K +1,867 +2%
VBA
71
von Borstel & Associates
Oregon
$6.82M +$6.61M +121,483 New
WF
72
Wayfinding Financial
Washington
$6.76M -$20.5K -377 -0.3%
KIM
73
Kestra Investment Management
Texas
$6.74M -$26.5M -487,904 -80%
HighTower Advisors
74
HighTower Advisors
Illinois
$6.71M +$2M +36,831 +44%
MSWM
75
McGlone Suttner Wealth Management
Wisconsin
$6.51M +$136K +2,505 +2%