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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
Baird Financial Group
101
Baird Financial Group
Wisconsin
$4.43M +$37K +681 +0.9%
PWP
102
Principle Wealth Partners
Connecticut
$4.42M -$114K -2,101 -3%
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$4.26M +$3.13M +57,619 +307%
BIS
104
BG Investment Services
Guam
$4.22M +$872K +16,045 +27%
VA
105
Valmark Advisers
Ohio
$4.09M +$151K +2,782 +4%
FCMA
106
Foresight Capital Management Advisors
Michigan
$3.99M -$61.7K -1,135 -2%
FSA
107
Financial Services Advisory
Maryland
$3.96M -$3.81M -70,112 -50%
IAN
108
Integrated Advisors Network
Texas
$3.94M -$35.2K -648 -0.9%
PA
109
PFG Advisors
Arizona
$3.87M +$3.77M +69,419 New
AWP
110
Axis Wealth Partners
Rhode Island
$3.77M +$57K +1,049 +2%
IFG
111
Independent Financial Group
California
$3.57M +$2.77M +51,032 +392%
GVAG
112
Great Valley Advisor Group
Delaware
$3.55M +$1.53M +28,226 +80%
UW
113
Unique Wealth
Florida
$3.33M +$353K +6,493 +12%
CP
114
Castleview Partners
Texas
$3.28M +$264K +4,850 +9%
FA
115
Flagstar Advisors
New York
$3.26M +$502K +9,235 +19%
P
116
&Partners
Tennessee
$3.13M +$2.25M +41,387 +279%
FTUS
117
Flow Traders U.S.
New York
$3.1M +$3.03M +55,738 New
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$3.09M -$31.4K -577 -1%
SOS
119
Silver Oak Securities
Tennessee
$3.04M +$51.7K +950 +2%
HAS
120
HBW Advisory Services
California
$3.01M -$66.4K -1,222 -2%
SC
121
Sapient Capital
Indiana
$2.94M +$1.79M +32,885 +163%
SF
122
Slagle Financial
Illinois
$2.83M +$239K +4,395 +9%
DIA
123
Dana Investment Advisors
Wisconsin
$2.76M -$116K -2,139 -4%
MCM
124
MAI Capital Management
Ohio
$2.76M -$10.1K -185 -0.4%
SSWM
125
Sheets Smith Wealth Management
North Carolina
$2.68M +$110K +2,014 +4%