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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
PWA
176
Primoris Wealth Advisors
Florida
$1.88M -$61.3K -1,065 -3%
WIM
177
Westside Investment Management
California
$1.87M +$136K +2,368 +8%
CPA
178
Capital Performance Advisors
California
$1.86M -$47.9K -832 -2%
AI
179
Atria Investments
North Carolina
$1.84M +$557K +9,692 +41%
PI
180
PFG Investments
New York
$1.82M +$86.9K +1,510 +5%
SWM
181
Silverlake Wealth Management
Vermont
$1.72M -$7.48K -130 -0.4%
MAG
182
Mayfair Advisory Group
Alabama
$1.71M
BA
183
Ballew Advisors
Mississippi
$1.71M +$13.2K +230 +0.8%
BWA
184
Beam Wealth Advisors
Louisiana
$1.7M -$4.26K -74 -0.2%
PPWM
185
Paragon Private Wealth Management
Kentucky
$1.68M +$319K +5,540 +22%
BRWA
186
B. Riley Wealth Advisors
Florida
$1.64M +$793K +13,779 +83%
CWP
187
Cyndeo Wealth Partners
Florida
$1.64M +$800K +13,908 +88%
CFB
188
Cullen/Frost Bankers
Texas
$1.6M +$157K +2,721 +10%
AL
189
ARWA LLC
Texas
$1.59M +$489K +8,507 +44%
TA
190
TruWealth Advisors
Louisiana
$1.59M +$77.1K +1,341 +5%
SIA
191
Soltis Investment Advisors
Utah
$1.57M +$278K +4,829 +20%
CAL
192
Capital Analysts LLC
Pennsylvania
$1.56M +$755K +13,122 +87%
VA
193
Valmark Advisers
Ohio
$1.53M -$2.75M -47,762 -63%
MWM
194
Mascoma Wealth Management
New Hampshire
$1.53M -$231K -4,019 -13%
EW
195
Element Wealth
Mississippi
$1.51M +$165K +2,869 +12%
OWA
196
Octavia Wealth Advisors
Ohio
$1.46M +$25.9K +451 +2%
LWM
197
LongView Wealth Management
Georgia
$1.45M +$498K +8,659 +53%
OFS
198
OneAscent Financial Services
Alabama
$1.43M +$321K +5,578 +28%
SA
199
Sovran Advisors
California
$1.41M -$624K -10,852 -31%
IAN
200
Integrated Advisors Network
Texas
$1.4M -$455K -7,907 -24%