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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
CFB
151
Cullen/Frost Bankers
Texas
$1.33M +$28K +569 +2%
SWM
152
Silverlake Wealth Management
Vermont
$1.3M +$1.23M +25,076 New
TA
153
TruWealth Advisors
Louisiana
$1.29M +$426K +8,664 +54%
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$1.27M -$14.3K -290 -1%
FIA
155
Foundations Investment Advisors
Arizona
$1.24M +$300K +6,102 +34%
PWM
156
Perigon Wealth Management
California
$1.22M -$23.5K -478 -2%
OWA
157
Octavia Wealth Advisors
Ohio
$1.22M -$70.5K -1,433 -6%
CMI
158
Clare Market Investments
Texas
$1.21M
PWP
159
Private Wealth Partners
California
$1.19M
CPC
160
Consolidated Planning Corp
Georgia
$1.19M -$15.5K -316 -1%
PPWM
161
Paragon Private Wealth Management
Kentucky
$1.18M +$292K +5,945 +36%
CW
162
Code Waechter
Florida
$1.14M
OFS
163
OneAscent Financial Services
Alabama
$1.14M -$579K -11,769 -35%
EFL
164
ERn Financial LLC
Wisconsin
$1.13M +$1.07M +21,760 New
JWCA
165
J.W. Cole Advisors
Florida
$1.13M +$91K +1,850 +9%
GIA
166
Gladstone Institutional Advisory
Florida
$1.12M -$71.4K -1,451 -6%
SIA
167
Soltis Investment Advisors
Utah
$1.12M +$17.7K +359 +2%
MWA
168
Medallion Wealth Advisors
Connecticut
$1.11M +$1.04M +21,236 New
CWAF
169
Core Wealth Advisors (Florida)
Florida
$1.11M +$91.1K +1,852 +10%
SXL
170
Summit X LLC
Missouri
$1.08M +$1.03M +20,853 New
NIWA
171
New Insight Wealth Advisors
California
$1.07M +$1.01M +20,598 New
SC
172
Sapient Capital
Indiana
$1.05M +$990K +20,126 New
SFS
173
Sowell Financial Services
Arkansas
$1.04M +$207K +4,214 +27%
WA
174
Waverly Advisors
Alabama
$990K +$51.9K +1,055 +6%
MWM
175
Melfa Wealth Management
Massachusetts
$985K +$17.5K +356 +2%

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.