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Fidelity High Dividend ETF

488 hedge funds and large institutions have $3.64B invested in Fidelity High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 252 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 30

129% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $691K

123% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 113

12% more capital invested

Capital invested by funds: $3.24B → $3.64B (+$394M)

8% more funds holding

Funds holding: 451488 (+37)

1.49% more ownership

Funds ownership: 41.29%42.79% (+1.5%)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
488
Holders Change
+37
Holders Change %
+8.2%
% of All Funds
6.01%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.42%
New
72
Increased
252
Reduced
113
Closed
30
Calls
$1.58M
Puts
$691K
Net Calls
+$889K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
101
KMG Fiduciary Partners
Ohio
$5.84M +$5.8M +100,769 +2,039%
MFG
102
Marmo Financial Group
Tennessee
$5.84M -$223K -3,885 -4%
MSWA
103
Marshall & Sterling Wealth Advisors
New York
$5.82M +$446K +7,747 +8%
OC
104
Oppenheimer & Co
New York
$5.39M +$88.2K +1,534 +2%
ECA
105
Elevation Capital Advisory
Oregon
$5.22M +$2.97M +51,694 +121%
FHA
106
Flagship Harbor Advisors
Massachusetts
$5.16M -$1.1M -19,045 -17%
TF
107
Tompkins Financial
New York
$4.93M +$514K +8,934 +11%
VR
108
Valued Retirements
Texas
$4.93M +$81K +1,408 +2%
HI
109
Harbour Investments
Wisconsin
$4.93M +$2.57M +44,693 +100%
SC
110
Sapient Capital
Indiana
$4.92M +$1.69M +29,424 +49%
Ameriprise
111
Ameriprise
Minnesota
$4.87M -$509K -8,854 -9%
WWA
112
WCG Wealth Advisors
Nevada
$4.85M +$85.8K +1,491 +2%
FA
113
Fullerton Advisors
California
$4.85M +$47.6K +828 +1%
IAG
114
Investmark Advisory Group
Connecticut
$4.74M -$61.8K -1,075 -1%
SFWA
115
Summit Financial Wealth Advisors
Louisiana
$4.65M +$929K +16,146 +24%
EFS
116
Essex Financial Services
Connecticut
$4.6M +$8.8K +153 +0.2%
OCA
117
OpenArc Corporate Advisory
Georgia
$4.53M +$2.36M +41,076 +101%
PA
118
PFG Advisors
Arizona
$4.34M -$27.7K -481 -0.6%
FA
119
Flagstar Advisors
New York
$4.16M +$526K +9,137 +14%
CC
120
Clearwave Capital
California
$4.12M +$217K +3,772 +5%
SOS
121
Silver Oak Securities
Tennessee
$4.1M +$824K +14,334 +24%
FFA
122
Farther Finance Advisors
California
$4.07M +$157K +2,738 +4%
FCMA
123
Foresight Capital Management Advisors
Michigan
$4M -$23.5K -408 -0.6%
EFG
124
Ethos Financial Group
Pennsylvania
$3.99M +$4.16M +72,285 New
SLP
125
Storen Legacy Partners
Indiana
$3.98M +$4.14M +71,982 New