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Fidelity High Dividend ETF

367 hedge funds and large institutions have $2.22B invested in Fidelity High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 180 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 77

111% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 27

108% more call options, than puts

Call options by funds: $442K | Put options by funds: $213K

20% more capital invested

Capital invested by funds: $1.84B → $2.22B (+$375M)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

7% more funds holding

Funds holding: 344367 (+23)

1.57% more ownership

Funds ownership: 38.17%39.74% (+1.6%)

Holders
367
Holders Change
+23
Holders Change %
+6.69%
% of All Funds
4.83%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.33%
New
57
Increased
180
Reduced
77
Closed
27
Calls
$442K
Puts
$213K
Net Calls
+$229K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$5.01M +$739K +15,023 +18%
BCI
77
Brinker Capital Investments
Pennsylvania
$4.62M +$819K +16,645 +23%
OC
78
Oppenheimer & Co
New York
$4.59M +$370K +7,525 +9%
VR
79
Valued Retirements
Texas
$4.55M +$293K +5,963 +7%
IAG
80
Investmark Advisory Group
Connecticut
$4.53M +$109K +2,217 +3%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$4.4M +$79.7K +1,621 +2%
WWA
82
WCG Wealth Advisors
Nevada
$4.38M -$184K -3,738 -4%
HighTower Advisors
83
HighTower Advisors
Illinois
$4.35M +$2.1M +42,646 +104%
KPWS
84
Kestra Private Wealth Services
Texas
$4.3M -$389K -7,918 -9%
MSWA
85
Marshall & Sterling Wealth Advisors
New York
$4.29M -$135K -2,751 -3%
PWP
86
Principle Wealth Partners
Connecticut
$4.23M -$15K -304 -0.4%
EFS
87
Essex Financial Services
Connecticut
$4.18M +$208K +4,227 +6%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$4.1M +$3.88M +78,826 New
SB
89
Strategic Blueprint
Georgia
$4.05M +$3.47M +70,615 +981%
GRP
90
Global Retirement Partners
California
$3.92M +$3.7M +75,273 New
KA
91
Kovack Advisors
Florida
$3.84M -$6.39M -129,834 -64%
PS
92
Principal Securities
Iowa
$3.81M +$1.11M +22,564 +45%
FCMA
93
Foresight Capital Management Advisors
Michigan
$3.79M +$118K +2,389 +3%
IAN
94
Integrated Advisors Network
Texas
$3.71M +$679K +13,804 +24%
VA
95
Valmark Advisers
Ohio
$3.68M +$135K +2,735 +4%
CWA
96
Centerline Wealth Advisors
Kentucky
$3.48M +$3.29M +66,914 New
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$3.48M +$839K +17,047 +34%
KW
98
KWB Wealth
California
$3.47M +$3.44M +69,956 New
AWP
99
Axis Wealth Partners
Rhode Island
$3.46M +$225K +4,580 +7%
IAS
100
Investment Advisory Services
Texas
$3.22M +$3.05M +61,911 New

FDVV Hedge Fund Activity: Q2 2025 in Review

367 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2025, worth a combined $2.22B — up 20% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FDVV positions and 27 closed out — a net gain of 30 holders — while 180 added to existing stakes and 77 trimmed.

The largest buyer was LPL Financial, adding an estimated $27.4M. The largest seller was Kovack Advisors, cutting an estimated $6.39M.

  • 367 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2025, up from 344 in Q1 2025.
  • Funds reported $2.22B of Fidelity High Dividend ETF stock for Q2 2025, up 20% quarter-over-quarter.
  • 57 funds opened new Fidelity High Dividend ETF positions in Q2 2025 and 27 closed out, a net change of +30 holders.
  • The largest Fidelity High Dividend ETF buyer in Q2 2025 was LPL Financial, an estimated $27.4M added.
  • The largest Fidelity High Dividend ETF seller in Q2 2025 was Kovack Advisors, an estimated $6.39M sold.

Based on aggregated 13F filings for Q2 2025.