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Fidelity High Dividend ETF

399 hedge funds and large institutions have $2.77B invested in Fidelity High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$914K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Base Wealth Management
Florida
$6.3M
MFG
77
Marmo Financial Group
Tennessee
$6.26M
LWA
78
Lineweaver Wealth Advisors
Ohio
$6.25M
AF
79
Advisornet Financial
Minnesota
$6.22M
CFG
80
Citizens Financial Group
Rhode Island
$6.13M
PS
81
Principal Securities
Iowa
$5.98M
FHA
82
Flagship Harbor Advisors
Massachusetts
$5.95M
SB
83
Strategic Blueprint
Georgia
$5.92M
NIWA
84
New Insight Wealth Advisors
California
$5.73M
KW
85
KWB Wealth
California
$5.55M
KPWS
86
Kestra Private Wealth Services
Texas
$5.42M
PAG
87
Powers Advisory Group
Illinois
$5.4M
CWA
88
Centerline Wealth Advisors
Kentucky
$5.31M
IAS
89
Investment Advisory Services
Texas
$5.24M
GRP
90
Global Retirement Partners
California
$5.17M
Ameriprise
91
Ameriprise
Minnesota
$5.13M
OC
92
Oppenheimer & Co
New York
$5.11M
Renaissance Technologies
93
Renaissance Technologies
New York
$5.06M
IAG
94
Investmark Advisory Group
Connecticut
$4.8M
WWA
95
WCG Wealth Advisors
Nevada
$4.8M
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$4.69M
EFS
97
Essex Financial Services
Connecticut
$4.62M
VR
98
Valued Retirements
Texas
$4.55M
MSWA
99
Marshall & Sterling Wealth Advisors
New York
$4.49M
Baird Financial Group
100
Baird Financial Group
Wisconsin
$4.43M