We are live on ! Find out more
FDVV icon

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
RWA
151
Redhawk Wealth Advisors
Minnesota
$1.81M +$264K +4,852 +18%
SAI
152
Savvy Advisors Inc
New York
$1.81M +$813K +14,948 +85%
CAC
153
Certified Advisory Corp
Florida
$1.81M -$12.8K -236 -0.7%
SFS
154
Sowell Financial Services
Arkansas
$1.8M +$678K +12,464 +63%
SS
155
Sunbelt Securities
Texas
$1.77M +$810K +14,892 +88%
CAGAS
156
Capital Advisory Group Advisory Services
Minnesota
$1.74M +$367K +6,747 +28%
JWCA
157
J.W. Cole Advisors
Florida
$1.73M +$505K +9,290 +43%
MAG
158
Mayfair Advisory Group
Alabama
$1.73M
PI
159
PFG Investments
New York
$1.72M +$83.6K +1,537 +5%
IAIM
160
International Assets Investment Management
Florida
$1.68M
CA
161
CoreCap Advisors
Michigan
$1.67M +$168K +3,096 +12%
BWA
162
Beam Wealth Advisors
Louisiana
$1.65M -$255K -4,690 -14%
SWM
163
Silverlake Wealth Management
Vermont
$1.64M +$237K +4,363 +17%
BA
164
Ballew Advisors
Mississippi
$1.63M +$10.5K +193 +0.7%
SWP
165
Stratos Wealth Partners
Ohio
$1.59M +$950K +17,477 +158%
DC
166
Davenport & Co
Virginia
$1.58M +$109K +2,000 +8%
WIM
167
Westside Investment Management
California
$1.54M +$91K +1,674 +6%
CFB
168
Cullen/Frost Bankers
Texas
$1.53M +$99.6K +1,832 +7%
AWM
169
AE Wealth Management
Kansas
$1.52M -$954K -17,537 -39%
PWM
170
Perigon Wealth Management
California
$1.47M +$151K +2,779 +12%
OWA
171
Octavia Wealth Advisors
Ohio
$1.43M +$121K +2,223 +10%
TA
172
TruWealth Advisors
Louisiana
$1.43M +$45.3K +833 +3%
PWP
173
Precedent Wealth Partners
Texas
$1.42M -$21.5K -395 -2%
PPWM
174
Paragon Private Wealth Management
Kentucky
$1.41M +$145K +2,673 +12%
FIA
175
Foundations Investment Advisors
Arizona
$1.39M +$58.3K +1,072 +4%