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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
BIS
101
BG Investment Services
Guam
$3.11M +$438K +8,914 +18%
Renaissance Technologies
102
Renaissance Technologies
New York
$3.05M +$2.88M +58,600 New
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$2.92M +$741K +15,061 +37%
HAS
104
HBW Advisory Services
California
$2.87M +$705K +14,325 +35%
PAG
105
Powers Advisory Group
Illinois
$2.85M +$1.55M +31,517 +135%
CP
106
Castleview Partners
Texas
$2.81M +$1.38M +27,989 +107%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$2.79M +$944K +19,196 +56%
SOS
108
Silver Oak Securities
Tennessee
$2.79M +$86.9K +1,767 +3%
UW
109
Unique Wealth
Florida
$2.77M +$636K +12,933 +32%
DIA
110
Dana Investment Advisors
Wisconsin
$2.69M -$695K -14,132 -21%
PFA
111
Pathway Financial Advisers
Indiana
$2.68M +$132K +2,685 +5%
MCM
112
MAI Capital Management
Ohio
$2.59M +$20.7K +421 +0.9%
FA
113
Flagstar Advisors
New York
$2.57M +$2.09M +42,557 +625%
HH
114
Hilltop Holdings
Texas
$2.5M -$26.5K -538 -1%
EWA
115
EP Wealth Advisors
California
$2.42M +$389K +7,916 +20%
SF
116
Slagle Financial
Illinois
$2.41M -$3.16M -64,157 -58%
SSWM
117
Sheets Smith Wealth Management
North Carolina
$2.4M +$44.3K +900 +2%
IA
118
Integrity Alliance
Iowa
$2.33M +$28.4K +577 +1%
AWM
119
AE Wealth Management
Kansas
$2.33M -$1.79M -36,409 -45%
LFAS
120
Level Four Advisory Services
Texas
$2.3M +$203K +4,117 +10%
IWM
121
IHT Wealth Management
Illinois
$2.22M -$104K -2,122 -5%
SPIA
122
Steward Partners Investment Advisory
New York
$2.22M +$39.9K +812 +2%
BIA
123
Barry Investment Advisors
Massachusetts
$2.18M +$28K +569 +1%
KWM
124
Kingsview Wealth Management
Oregon
$2.14M -$129K -2,623 -6%
MWM
125
Mascoma Wealth Management
New Hampshire
$2.14M -$469K -9,528 -19%

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.