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Fidelity High Dividend ETF

151 hedge funds and large institutions have $400M invested in Fidelity High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
Holders Change %
0%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
73
Reduced
39
Closed
12
Calls
$413K
Puts
Net Calls
+$413K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$530K -$5.68K -143 -1%
CMI
77
Clare Market Investments
Texas
$523K -$127K -3,200 -20%
SPIA
78
Steward Partners Investment Advisory
New York
$521K +$248K +6,249 +91%
OMC
79
Old Mission Capital
Illinois
$520K +$8.78K +221 +2%
GWCM
80
Godshalk Welsh Capital Management
Pennsylvania
$515K +$211K +5,300 +69%
RA
81
RFG Advisory
Alabama
$493K +$111K +2,795 +29%
CWM
82
Cornerstone Wealth Management
Missouri
$466K -$31.4K -791 -6%
KP
83
Keel Point
Alabama
$454K +$35.4K +891 +8%
CWA
84
Core Wealth Advisors
Florida
$433K +$24K +604 +6%
PA
85
PFG Advisors
Arizona
$415K -$144K -3,625 -26%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$395K -$19.9K -500 -5%
1WA
87
180 Wealth Advisors
Washington
$375K -$9.58K -240 -2%
DC
88
Destiny Capital
Colorado
$373K
TFS
89
Thoroughbred Financial Services
Tennessee
$367K +$6.19K +156 +2%
EW
90
Element Wealth
Mississippi
$359K +$26.5K +668 +8%
CAL
91
Capital Analysts LLC
Pennsylvania
$350K +$350K +8,805 New
AAS
92
Ameritas Advisory Services
Nebraska
$330K -$255K -6,448 -44%
BCA
93
Bay Colony Advisors
Massachusetts
$330K -$23.2K -585 -7%
TCM
94
Tandem Capital Management
New Jersey
$321K +$4.97K +125 +2%
BLC
95
Brown, Lisle/Cummings
Rhode Island
$320K
PWM
96
Perigon Wealth Management
California
$312K
HS
97
Horan Securities
United States
$302K +$6.24K +157 +2%
HighTower Advisors
98
HighTower Advisors
Illinois
$293K -$4.37K -110 -1%
SS
99
Sunbelt Securities
Texas
$288K +$148K +3,733 +106%
AF
100
Allworth Financial
California
$285K +$278K +7,008 +4,326%