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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
HI
126
Harbour Investments
Wisconsin
$2.09M +$29.8K +606 +2%
AI
127
Atria Investments
North Carolina
$1.99M -$6M -121,986 -76%
SA
128
Sovran Advisors
California
$1.99M -$258K -5,254 -12%
PWA
129
Primoris Wealth Advisors
Florida
$1.94M -$107K -2,179 -6%
BIA
130
Biondo Investment Advisors
Pennsylvania
$1.93M +$60K +1,220 +3%
GSWM
131
Golden State Wealth Management
California
$1.92M +$1.81M +36,846 New
CIA
132
Concurrent Investment Advisors
Florida
$1.9M -$306K -6,222 -15%
GVAG
133
Great Valley Advisor Group
Delaware
$1.84M +$545K +11,075 +45%
BWA
134
Beam Wealth Advisors
Louisiana
$1.78M +$174K +3,540 +12%
GWCM
135
Godshalk Welsh Capital Management
Pennsylvania
$1.74M +$67.1K +1,365 +4%
CAC
136
Certified Advisory Corp
Florida
$1.7M -$69.9K -1,422 -4%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$1.68M +$106K +2,163 +7%
MAG
138
Mayfair Advisory Group
Alabama
$1.68M +$582K +11,836 +62%
IAIM
139
International Assets Investment Management
Florida
$1.67M +$51.6K +1,050 +3%
RBWA
140
RFG - Bristol Wealth Advisors
Massachusetts
$1.65M +$1.56M +31,766 New
PJSIMP
141
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.61M +$395K +8,035 +35%
BA
142
Ballew Advisors
Mississippi
$1.56M +$12.2K +248 +0.9%
PI
143
PFG Investments
New York
$1.53M +$793K +16,113 +121%
KWM
144
KFG Wealth Management
Indiana
$1.52M +$313K +6,373 +28%
SPC
145
Sigma Planning Corp
Michigan
$1.47M +$37K +753 +3%
RWA
146
Redhawk Wealth Advisors
Minnesota
$1.44M +$1.36M +27,672 New
CA
147
CoreCap Advisors
Michigan
$1.4M +$121K +2,456 +10%
DC
148
Davenport & Co
Virginia
$1.37M +$950K +19,320 +277%
WIM
149
Westside Investment Management
California
$1.35M +$173K +3,510 +16%
PWP
150
Precedent Wealth Partners
Texas
$1.35M -$16K -326 -1%

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.