We are live on ! Find out more
FDVV icon

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
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$3.97M +$1.01M +17,558 +32%
IFG
127
Independent Financial Group
California
$3.81M +$241K +4,186 +6%
GVAG
128
Great Valley Advisor Group
Delaware
$3.81M +$95.4K +1,659 +2%
PWP
129
Principle Wealth Partners
Connecticut
$3.76M -$569K -9,897 -13%
AWP
130
Axis Wealth Partners
Rhode Island
$3.73M +$25K +435 +0.6%
DC
131
Dahring Cusmano
Michigan
$3.63M +$3.1M +53,858 +453%
FSA
132
Financial Services Advisory
Maryland
$3.61M -$103K -1,795 -3%
SF
133
Slagle Financial
Illinois
$3.4M +$370K +6,435 +12%
BEI
134
Benjamin Edwards Inc
Missouri
$3.39M +$3.53M +61,371 New
MWA
135
Medallion Wealth Advisors
Connecticut
$3.33M +$639K +11,114 +23%
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$3.31M +$74.3K +1,292 +2%
RBWA
137
RFG - Bristol Wealth Advisors
Massachusetts
$3.28M +$422K +7,339 +14%
HP
138
Holistic Planning
Texas
$3.28M +$466K +8,108 +16%
KWM
139
KFG Wealth Management
Indiana
$3.26M +$568K +9,870 +20%
USCWA
140
U.S. Capital Wealth Advisors
Texas
$3.17M +$3.3M +57,390 New
HAS
141
HBW Advisory Services
California
$3.03M -$127K -2,205 -4%
CP
142
Castleview Partners
Texas
$2.98M -$442K -7,680 -12%
SAI
143
Savvy Advisors Inc
New York
$2.92M +$140K +2,440 +5%
AIM
144
Advyzon Investment Management
Illinois
$2.91M +$2.56M +44,544 +543%
IA
145
Integrity Alliance
Iowa
$2.9M +$188K +3,270 +7%
SSWM
146
Sheets Smith Wealth Management
North Carolina
$2.74M -$68.3K -1,187 -2%
MCM
147
MAI Capital Management
Ohio
$2.72M +$18.2K +316 +0.6%
LFAS
148
Level Four Advisory Services
Texas
$2.7M +$38.1K +663 +1%
PFPG
149
Pinnacle Financial Partners (Georgia)
Georgia
$2.7M +$128K +2,224 +5%
DIA
150
Dana Investment Advisors
Wisconsin
$2.7M -$12.8K -222 -0.5%