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Fidelity High Dividend ETF

136 hedge funds and large institutions have $341M invested in Fidelity High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
60
Reduced
34
Closed
18
Calls
$392K
Puts
$15K
Net Calls
+$377K
Net Calls Change
+$106K
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$406K -$307K -8,243 -43%
HighTower Advisors
77
HighTower Advisors
Illinois
$403K -$23.1K -617 -5%
1WA
78
180 Wealth Advisors
Washington
$383K -$5.92K -150 -2%
KP
79
Keel Point
Alabama
$370K +$100K +2,680 +37%
BCA
80
Bay Colony Advisors
Massachusetts
$330K -$2.54K -68 -0.8%
RA
81
RFG Advisory
Alabama
$306K -$66.5K -1,675 -18%
EW
82
Element Wealth
Mississippi
$301K +$33.1K +888 +12%
BLC
83
Brown, Lisle/Cummings
Rhode Island
$300K +$22.4K +600 +8%
TCM
84
Tandem Capital Management
New Jersey
$296K +$41.2K +1,105 +16%
TFS
85
Thoroughbred Financial Services
Tennessee
$293K +$5.22K +140 +2%
PWM
86
Perigon Wealth Management
California
$293K +$293K +7,844 New
CWA
87
Core Wealth Advisors
Florida
$280K +$153K +4,099 +120%
TP
88
Tranquility Partners
Tennessee
$266K
MA
89
Mutual Advisors
Nebraska
$263K +$263K +7,044 New
OMC
90
Old Mission Capital
Illinois
$257K
IAIM
91
International Assets Investment Management
Florida
$257K +$13.7K +300 +6%
IA
92
IFP Advisors
Florida
$256K +$2.17K +73 +0.9%
WMA
93
Wealth Management Associates
New Jersey
$255K +$255K +6,830 New
JWCA
94
J.W. Cole Advisors
Florida
$244K -$18.9K -507 -7%
AA
95
Advisory Alpha
Michigan
$243K -$15.4K -413 -6%
NL
96
NWAM LLC
Washington
$227K -$78.3K -2,100 -26%
AB
97
Atlas Brown
Kentucky
$227K +$224 +6 +0.1%
SFCL
98
Strengthening Families & Communities LLC
Massachusetts
$224K +$1.01K +27 +0.5%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$224K +$224K +5,992 New
MCC
100
Money Concepts Capital
Florida
$219K +$203K +5,445 +1,240%