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Fidelity High Dividend ETF

363 hedge funds and large institutions have $2.17B invested in Fidelity High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
4.87%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.34%
New
56
Increased
179
Reduced
75
Closed
25
Calls
$442K
Puts
$213K
Net Calls
+$229K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$4.62M +$866K +16,645 +23%
OC
77
Oppenheimer & Co
New York
$4.59M +$391K +7,525 +9%
VR
78
Valued Retirements
Texas
$4.55M +$310K +5,963 +7%
IAG
79
Investmark Advisory Group
Connecticut
$4.53M +$115K +2,217 +3%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$4.4M +$84.3K +1,621 +2%
WWA
81
WCG Wealth Advisors
Nevada
$4.38M -$194K -3,738 -4%
HighTower Advisors
82
HighTower Advisors
Illinois
$4.35M +$2.22M +42,646 +104%
KPWS
83
Kestra Private Wealth Services
Texas
$4.3M -$412K -7,918 -9%
MSWA
84
Marshall & Sterling Wealth Advisors
New York
$4.29M -$143K -2,751 -3%
PWP
85
Principle Wealth Partners
Connecticut
$4.23M -$15.8K -304 -0.4%
EFS
86
Essex Financial Services
Connecticut
$4.18M +$220K +4,227 +6%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$4.1M +$4.1M +78,826 New
SB
88
Strategic Blueprint
Georgia
$4.05M +$3.67M +70,615 +981%
GRP
89
Global Retirement Partners
California
$3.92M +$3.92M +75,273 New
KA
90
Kovack Advisors
Florida
$3.84M -$6.75M -129,834 -64%
PS
91
Principal Securities
Iowa
$3.81M +$1.17M +22,564 +45%
FCMA
92
Foresight Capital Management Advisors
Michigan
$3.79M +$124K +2,389 +3%
IAN
93
Integrated Advisors Network
Texas
$3.71M +$718K +13,804 +24%
VA
94
Valmark Advisers
Ohio
$3.68M +$142K +2,735 +4%
CWA
95
Centerline Wealth Advisors
Kentucky
$3.48M +$3.48M +66,914 New
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$3.48M +$887K +17,047 +34%
KW
97
KWB Wealth
California
$3.47M +$3.47M +69,956 New
AWP
98
Axis Wealth Partners
Rhode Island
$3.46M +$238K +4,580 +7%
IAS
99
Investment Advisory Services
Texas
$3.22M +$3.22M +61,911 New
BIS
100
BG Investment Services
Guam
$3.11M +$464K +8,914 +18%