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Fidelity High Dividend ETF

402 hedge funds and large institutions have $2.79B invested in Fidelity High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 201 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

142% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 83

26% more capital invested

Capital invested by funds: $2.22B → $2.79B (+$572M)

10% more funds holding

Funds holding: 367402 (+35)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

0.49% more ownership

Funds ownership: 39.74%40.23% (+0.49%)

Holders
402
Holders Change
+35
Holders Change %
+9.54%
% of All Funds
5.28%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.35%
New
51
Increased
201
Reduced
83
Closed
11
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$6.31M +$1.33M +24,529 +28%
BWM
77
Base Wealth Management
Florida
$6.3M +$6.15M +113,019 New
MFG
78
Marmo Financial Group
Tennessee
$6.26M -$262K -4,820 -4%
LWA
79
Lineweaver Wealth Advisors
Ohio
$6.25M -$104K -1,909 -2%
AF
80
Advisornet Financial
Minnesota
$6.22M -$122K -2,251 -2%
CFG
81
Citizens Financial Group
Rhode Island
$6.13M -$48K -883 -0.8%
PS
82
Principal Securities
Iowa
$5.98M +$1.86M +34,120 +47%
FHA
83
Flagship Harbor Advisors
Massachusetts
$5.95M -$284K -5,230 -5%
SB
84
Strategic Blueprint
Georgia
$5.92M +$1.55M +28,517 +37%
NIWA
85
New Insight Wealth Advisors
California
$5.73M +$4.47M +82,264 +399%
KW
86
KWB Wealth
California
$5.55M +$2M +36,797 +53%
KPWS
87
Kestra Private Wealth Services
Texas
$5.42M +$798K +14,682 +18%
PAG
88
Powers Advisory Group
Illinois
$5.4M +$2.3M +42,213 +77%
CWA
89
Centerline Wealth Advisors
Kentucky
$5.31M +$1.54M +28,410 +42%
IAS
90
Investment Advisory Services
Texas
$5.24M +$1.75M +32,202 +52%
GRP
91
Global Retirement Partners
California
$5.17M +$957K +17,608 +23%
Ameriprise
92
Ameriprise
Minnesota
$5.13M +$5.01M +92,081 New
OC
93
Oppenheimer & Co
New York
$5.11M +$199K +3,663 +4%
Renaissance Technologies
94
Renaissance Technologies
New York
$5.06M +$1.75M +32,200 +55%
IAG
95
Investmark Advisory Group
Connecticut
$4.8M -$50.3K -925 -1%
WWA
96
WCG Wealth Advisors
Nevada
$4.8M +$104K +1,912 +2%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$4.69M -$16.9K -311 -0.4%
EFS
98
Essex Financial Services
Connecticut
$4.62M +$139K +2,556 +3%
VR
99
Valued Retirements
Texas
$4.55M
MSWA
100
Marshall & Sterling Wealth Advisors
New York
$4.49M -$108K -1,986 -2%