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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 %
TP
101
Tranquility Partners
Tennessee
$284K
MA
102
Mutual Advisors
Nebraska
$275K -$1.87K -47 -0.7%
NFSG
103
Newbridge Financial Services Group
Florida
$274K +$89K +2,240 +48%
Millennium Management
104
Millennium Management
New York
$273K +$273K +6,858 New
WIM
105
Westside Investment Management
California
$245K +$49.7K +1,250 +25%
SFCL
106
Strengthening Families & Communities LLC
Massachusetts
$244K +$2.07K +52 +0.9%
AB
107
Atlas Brown
Kentucky
$228K -$14.2K -358 -6%
ZIM
108
Zacks Investment Management
Illinois
$227K
AA
109
Advisory Alpha
Michigan
$226K -$46.7K -1,174 -17%
Mariner
110
Mariner
Kansas
$224K -$48.7K -1,225 -18%
BCI
111
Brinker Capital Investments
Pennsylvania
$222K
OPS
112
Orion Portfolio Solutions
Nebraska
$222K
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$216K -$1.56M -39,239 -88%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$212K -$10.8K -271 -5%
FWA
115
FSC Wealth Advisors
New York
$161K +$19K +477 +13%
BAAM
116
Baker Avenue Asset Management
California
$156K +$156K +3,931 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$153K +$153K +3,700 New
AAP
118
Arax Advisory Partners
Colorado
$120K
AAG
119
Armstrong Advisory Group
Massachusetts
$114K +$397 +10 +0.3%
HI
120
Harbour Investments
Wisconsin
$107K +$103K +2,595 +2,595%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$104K
VNA
122
Valley National Advisers
Pennsylvania
$97K +$59.1K +1,483 +156%
SWM
123
Spire Wealth Management
Virginia
$96.9K +$71.1K +1,788 +275%
CFGS
124
Concourse Financial Group Securities
Alabama
$87.5K -$1.51K -38 -2%
RG
125
Retirement Group
California
$84.4K +$24.8K +625 +42%