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Fidelity High Dividend ETF

365 hedge funds and large institutions have $2.22B invested in Fidelity High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 180 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$442K
Puts
$213K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
151
Cullen/Frost Bankers
Texas
$1.33M
SWM
152
Silverlake Wealth Management
Vermont
$1.3M
TA
153
TruWealth Advisors
Louisiana
$1.29M
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$1.27M
FIA
155
Foundations Investment Advisors
Arizona
$1.24M
PWM
156
Perigon Wealth Management
California
$1.22M
OWA
157
Octavia Wealth Advisors
Ohio
$1.22M
CMI
158
Clare Market Investments
Texas
$1.21M
PWP
159
Private Wealth Partners
California
$1.19M
CPC
160
Consolidated Planning Corp
Georgia
$1.19M
PPWM
161
Paragon Private Wealth Management
Kentucky
$1.18M
CW
162
Code Waechter
Florida
$1.14M
OFS
163
OneAscent Financial Services
Alabama
$1.14M
EFL
164
ERn Financial LLC
Wisconsin
$1.13M
JWCA
165
J.W. Cole Advisors
Florida
$1.13M
GIA
166
Gladstone Institutional Advisory
Florida
$1.12M
SIA
167
Soltis Investment Advisors
Utah
$1.12M
CWA
168
Core Wealth Advisors
Florida
$1.11M
SXL
169
Summit X LLC
Missouri
$1.08M
NIWA
170
New Insight Wealth Advisors
California
$1.07M
SC
171
Sapient Capital
Indiana
$1.05M
SFS
172
Sowell Financial Services
Arkansas
$1.04M
WA
173
Waverly Advisors
Alabama
$990K
MWM
174
Melfa Wealth Management
Massachusetts
$985K
LI
175
LVZ Inc
Michigan
$979K