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Fidelity High Dividend ETF

95 hedge funds and large institutions have $376M invested in Fidelity High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
49
Reduced
19
Closed
10
Calls
$248K
Puts
Net Calls
+$248K
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Shares
Change %
HA
76
Herold Advisors
New York
$111K +$111K +3,000 New
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$99.1K +$99.1K +2,678 New
EIP
78
Ellis Investment Partners
Pennsylvania
$93K -$2.89K -79 -3%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$93K
UBS Group
80
UBS Group
Switzerland
$78K +$54.2K +1,464 +227%
AWA
81
Arkadios Wealth Advisors
Georgia
$74K
NFSG
82
Newbridge Financial Services Group
Florida
$42K -$28.2K -758 -40%
HI
83
Harbour Investments
Wisconsin
$42K
VNA
84
Valley National Advisers
Pennsylvania
$35K
CWA
85
Core Wealth Advisors
Florida
$34K
HR
86
Howe & Rusling
New York
$28K +$25.7K +688 +1,128%
LWP
87
Laurel Wealth Planning
Minnesota
$27K
CFGS
88
Concourse Financial Group Securities
Alabama
$26K -$8.05K -218 -24%
GWM
89
Geneos Wealth Management
Colorado
$26K
S
90
SignatureFD
Georgia
$18K
TIM
91
Tortoise Investment Management
New York
$4K
CAAS
92
Capital Asset Advisory Services
Michigan
$4K +$3.18K +82 +390%
LC
93
Lindbrook Capital
California
$2K
SIS
94
Sound Income Strategies
Florida
$2K +$47 +1 +2%
LFG
95
Larson Financial Group
Missouri
$1K +$1K +30 New
IC
96
Inscription Capital
Texas
-$1.92M -50,865 Closed
Bessemer Group
97
Bessemer Group
New Jersey
-$626K -16,600 Closed
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
-$409K -10,847 Closed
JWCA
99
J.W. Cole Advisors
Florida
-$296K -7,843 Closed
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
-$251K -6,664 Closed