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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
LI
176
LVZ Inc
Michigan
$979K +$88.2K +1,793 +11%
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$976K +$451K +9,169 +96%
SM
178
Sweeney & Michel
California
$931K +$7.43K +151 +0.9%
FLPIM
179
F.L. Putnam Investment Management
Massachusetts
$927K +$352K +7,155 +67%
LWM
180
LongView Wealth Management
Georgia
$920K +$8.26K +168 +1%
SAI
181
Savvy Advisors Inc
New York
$910K -$45.3K -921 -5%
MFG
182
Merit Financial Group
Georgia
$876K +$234K +4,764 +39%
EW
183
Element Wealth
Mississippi
$876K +$130K +2,648 +19%
OFA
184
Onyx Financial Advisors
Idaho
$863K +$2.85K +58 +0.4%
CF
185
Centaurus Financial
California
$851K +$34.9K +709 +5%
RIA
186
Regal Investment Advisors
Michigan
$849K +$296K +6,016 +58%
SS
187
Sunbelt Securities
Texas
$846K -$40.7K -828 -5%
SF
188
Synovus Financial
Georgia
$841K
BW
189
BXM Wealth
Colorado
$832K
HNWAG
190
High Net Worth Advisory Group
Florida
$787K
GFA
191
Gallagher Fiduciary Advisors
Illinois
$776K -$5.42M -110,148 -88%
P
192
&Partners
Tennessee
$772K -$75.9K -1,544 -9%
YIH
193
Y-Intercept (HK)
Hong Kong
$769K +$727K +14,782 New
LSIA
194
LaSalle St. Investment Advisors
Illinois
$765K -$1.13K -23 -0.2%
AWM
195
Accurate Wealth Management
Florida
$739K +$13.5K +275 +2%
CWP
196
Cyndeo Wealth Partners
Florida
$738K +$89.3K +1,815 +15%
CTI
197
Community Trust & Investment
Kentucky
$730K -$83.5K -1,697 -11%
GWS
198
Glassman Wealth Services
Virginia
$720K
HSWM
199
Hubbell Strickland Wealth Management
Louisiana
$719K -$4.08K -83 -0.6%
FFS
200
Founders Financial Securities
Maryland
$707K +$669K +13,594 New

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.