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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
HH
126
Hilltop Holdings
Texas
$2.64M -$34.6K -637 -1%
IA
127
Integrity Alliance
Iowa
$2.62M +$121K +2,227 +5%
SFWA
128
Summit Financial Wealth Advisors
Louisiana
$2.61M +$2.53M +46,544 New
SF
129
Synovus Financial
Georgia
$2.55M +$1.61M +29,605 +183%
HI
130
Harbour Investments
Wisconsin
$2.45M +$204K +3,747 +9%
LFAS
131
Level Four Advisory Services
Texas
$2.44M -$25.9K -476 -1%
SPIA
132
Steward Partners Investment Advisory
New York
$2.43M +$54.8K +1,008 +2%
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$2.4M -$1.29M -23,789 -36%
RBWA
134
RFG - Bristol Wealth Advisors
Massachusetts
$2.39M +$610K +11,217 +35%
BIA
135
Barry Investment Advisors
Massachusetts
$2.38M +$42.8K +788 +2%
IWM
136
IHT Wealth Management
Illinois
$2.36M -$11.3K -207 -0.5%
KWM
137
KFG Wealth Management
Indiana
$2.25M +$612K +11,247 +39%
KWM
138
Kingsview Wealth Management
Oregon
$2.22M -$71.9K -1,323 -3%
MFG
139
Merit Financial Group
Georgia
$2.2M +$1.24M +22,727 +135%
BIA
140
Biondo Investment Advisors
Pennsylvania
$2.16M +$84.2K +1,549 +4%
MWA
141
Medallion Wealth Advisors
Connecticut
$2.15M +$945K +17,375 +82%
PWA
142
Primoris Wealth Advisors
Florida
$2.01M -$60.1K -1,105 -3%
GWCM
143
Godshalk Welsh Capital Management
Pennsylvania
$2.01M +$145K +2,670 +8%
PJSIMP
144
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2M +$269K +4,951 +16%
GSWM
145
Golden State Wealth Management
California
$1.98M -$67.9K -1,249 -3%
MWM
146
Mascoma Wealth Management
New Hampshire
$1.94M -$346K -6,358 -15%
SPC
147
Sigma Planning Corp
Michigan
$1.91M +$334K +6,145 +22%
ODG
148
O'Dell Group
Ohio
$1.91M +$1.86M +34,207 New
CIA
149
Concurrent Investment Advisors
Florida
$1.9M -$130K -2,392 -7%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$1.85M +$47.6K +876 +3%