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Fidelity High Dividend ETF

151 hedge funds and large institutions have $308M invested in Fidelity High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
68
Reduced
37
Closed
7
Calls
$248K
Puts
Net Calls
+$248K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
126
Clearstead Advisors
Ohio
$31.5K
Citigroup
127
Citigroup
New York
$30.5K
GWM
128
Geneos Wealth Management
Colorado
$26.4K
GRP
129
Global Retirement Partners
California
$26.1K
SWM
130
Spire Wealth Management
Virginia
$24.8K +$24.8K +650 New
S
131
SignatureFD
Georgia
$18.5K
CCM
132
Chilton Capital Management
Texas
$15.6K +$15.6K +409 New
TF
133
Tompkins Financial
New York
$15.2K
BHWM
134
Beaird Harris Wealth Management
Texas
$12.3K +$190 +5 +2%
VWM
135
Venturi Wealth Management
Texas
$12.3K +$12.3K +322 New
PCA
136
Providence Capital Advisors
North Carolina
$11.3K +$11.3K +297 New
TRCT
137
Tower Research Capital (TRC)
New York
$11K
DI
138
Disciplined Investments
Oklahoma
$9.52K +$9.52K +250 New
KFS
139
Kelly Financial Services
Massachusetts
$6.87K +$6.87K +180 New
AF
140
Allworth Financial
California
$6.17K -$42.6K -1,119 -87%
LOIP
141
Live Oak Investment Partners
Texas
$4.72K -$4.63K
FMP
142
Financial Management Professionals
Texas
$4K +$4K +113 New
TIM
143
Tortoise Investment Management
New York
$3.81K
HI
144
Harbour Investments
Wisconsin
$3.81K
LFG
145
Larson Financial Group
Missouri
$2.36K +$1.22K +32 +107%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$2K
LC
147
Lindbrook Capital
California
$1.9K
SIS
148
Sound Income Strategies
Florida
$1.71K +$38 +1 +2%
SFCL
149
Strengthening Families & Communities LLC
Massachusetts
$232 +$3 +76 +1%
SGC
150
Slocum, Gordon & Co
Rhode Island
$62 +$62 +1 New