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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 %
GKIM
126
GW&K Investment Management
Massachusetts
$82K +$82K +2,062 New
PB
127
Pinnacle Bancorp
Nebraska
$73.5K
BONH
128
Bank of New Hampshire
New Hampshire
$66.9K
RIA
129
Realta Investment Advisors
Delaware
$33.7K +$33.7K +849 New
CA
130
Clearstead Advisors
Ohio
$32.9K
ACA
131
Aptus Capital Advisors
Alabama
$32.2K +$32.2K +811 New
Citigroup
132
Citigroup
New York
$31.8K
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$27.9K -$278K -3,794 -91%
GWM
134
Geneos Wealth Management
Colorado
$27.6K
GRP
135
Global Retirement Partners
California
$27.4K
S
136
SignatureFD
Georgia
$19.4K
AIM
137
Anchor Investment Management
South Carolina
$18K +$18K +453 New
CCM
138
Chilton Capital Management
Texas
$16.3K
TF
139
Tompkins Financial
New York
$15.9K
BHWM
140
Beaird Harris Wealth Management
Texas
$13K +$119 +3 +0.9%
PCA
141
Providence Capital Advisors
North Carolina
$11.8K
VWM
142
Venturi Wealth Management
Texas
$11.1K -$1.67K -42 -13%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$11K +$8.6K +219 +359%
DI
144
Disciplined Investments
Oklahoma
$9.94K
KFS
145
Kelly Financial Services
Massachusetts
$7.24K +$80 +2 +1%
TWM
146
Tradition Wealth Management
Minnesota
$5K +$5K +129 New
LOIP
147
Live Oak Investment Partners
Texas
$4.93K -$4.72K
TIM
148
Tortoise Investment Management
New York
$3.97K
SIS
149
Strategic Investment Solutions
Illinois
$3.81K +$3.81K +100 New
LFG
150
Larson Financial Group
Missouri
$2.46K