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
NIWA
76
New Insight Wealth Advisors
California
$7.93M +$428K +7,445 +5%
PAG
77
Powers Advisory Group
Illinois
$7.77M +$1.43M +24,856 +21%
FTUS
78
Flow Traders U.S.
New York
$7.63M -$2.43M -42,252 -23%
BWM
79
Base Wealth Management
Florida
$7.58M -$397K -6,901 -5%
SB
80
Strategic Blueprint
Georgia
$7.5M +$56K +973 +0.7%
PFA
81
Pathway Financial Advisers
Indiana
$7.39M +$97.4K +1,694 +1%
CWA
82
Centerline Wealth Advisors
Kentucky
$7.23M +$2.28M +39,586 +43%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$7.22M -$26.6K -463 -0.4%
COFSG
84
Carbahal Olsen Financial Services Group
California
$7.13M +$115K +2,008 +2%
AFA
85
AA Financial Advisors
Ohio
$7.04M +$6.32M +109,881 +626%
IASG
86
Investment Advisory Services Group
Florida
$7.03M +$637K +11,068 +10%
UW
87
Unique Wealth
Florida
$6.99M +$3.72M +64,712 +105%
PS
88
Principal Securities
Iowa
$6.84M +$11.3K +196 +0.2%
AF
89
Advisornet Financial
Minnesota
$6.68M +$125K +2,170 +2%
WF
90
Wayfinding Financial
Washington
$6.58M -$63.4K -1,102 -0.9%
KPWS
91
Kestra Private Wealth Services
Texas
$6.34M -$24.3K -423 -0.4%
BIS
92
BG Investment Services
Guam
$6.22M +$763K +13,267 +13%
HighTower Advisors
93
HighTower Advisors
Illinois
$6.2M -$140K -2,439 -2%
IAS
94
Investment Advisory Services
Texas
$6.19M +$618K +10,748 +11%
MFG
95
Merit Financial Group
Georgia
$6.16M +$3.07M +53,432 +92%
MSWM
96
McGlone Suttner Wealth Management
Wisconsin
$6.15M -$57.6K -1,001 -0.9%
CFG
97
Citizens Financial Group
Rhode Island
$6.14M +$160K +2,779 +3%
LWA
98
Lineweaver Wealth Advisors
Ohio
$5.99M -$125K -2,177 -2%
HPWM
99
High Point Wealth Management
New Jersey
$5.97M +$376K +6,538 +6%
NA
100
NewEdge Advisors
Louisiana
$5.95M +$483K +8,392 +8%