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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
GS
151
GTS Securities
New York
$2.68M +$2.79M +48,570 New
OA
152
Oasis Advisors
Iowa
$2.63M -$2.44M -42,446 -47%
RWA
153
Redhawk Wealth Advisors
Minnesota
$2.56M +$282K +4,900 +12%
HH
154
Hilltop Holdings
Texas
$2.53M -$39.1K -680 -1%
SS
155
Sunbelt Securities
Texas
$2.53M +$786K +13,670 +43%
SFS
156
Sowell Financial Services
Arkansas
$2.48M +$422K +7,340 +20%
CIA
157
Concurrent Investment Advisors
Florida
$2.46M +$306K +5,325 +14%
IWM
158
IHT Wealth Management
Illinois
$2.42M -$37.9K -659 -1%
SAFS
159
S&A Financial Services
Kansas
$2.41M +$2.51M +43,714 New
SPIA
160
Steward Partners Investment Advisory
New York
$2.4M +$8.46K +147 +0.3%
FF
161
Fortitude Financial
Washington
$2.39M -$37K -643 -1%
BIA
162
Barry Investment Advisors
Massachusetts
$2.32M -$68K -1,183 -3%
PFG
163
Pacific Financial Group
Washington
$2.31M -$44.2K -769 -2%
PWP
164
Precedent Wealth Partners
Texas
$2.31M +$695K +12,076 +41%
SWP
165
Stratos Wealth Partners
Ohio
$2.28M +$172K +2,996 +8%
DC
166
Davenport & Co
Virginia
$2.23M +$475K +8,250 +26%
GWCM
167
Godshalk Welsh Capital Management
Pennsylvania
$2.21M +$162K +2,810 +8%
PJSIMP
168
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.16M +$230K +3,992 +11%
IAIM
169
International Assets Investment Management
Florida
$2.12M -$77.6K -1,350 -3%
SPC
170
Sigma Planning Corp
Michigan
$2.11M +$29.4K +512 +1%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$2.1M +$486K +8,458 +29%
EWA
172
EP Wealth Advisors
California
$2.02M -$33K -573 -2%
CAC
173
Certified Advisory Corp
Florida
$1.9M -$111K -1,929 -5%
AWM
174
AE Wealth Management
Kansas
$1.89M +$279K +4,843 +17%
CWAF
175
Core Wealth Advisors (Florida)
Florida
$1.88M +$482K +8,384 +33%