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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
AI
176
Atria Investments
North Carolina
$1.32M -$789K -14,520 -38%
CMI
177
Clare Market Investments
Texas
$1.32M +$25.8K +475 +2%
AAS
178
Ameritas Advisory Services
Nebraska
$1.31M +$713K +13,119 +126%
PWP
179
Private Wealth Partners
California
$1.27M
CPC
180
Consolidated Planning Corp
Georgia
$1.23M -$38.5K -709 -3%
CWAF
181
Core Wealth Advisors (Florida)
Florida
$1.22M +$34.5K +634 +3%
CW
182
Code Waechter
Florida
$1.22M +$598 +11 +0.1%
EFL
183
ERn Financial LLC
Wisconsin
$1.2M -$13.4K -246 -1%
SIA
184
Soltis Investment Advisors
Utah
$1.2M -$163 -3 -0%
OFS
185
OneAscent Financial Services
Alabama
$1.16M -$54K -993 -5%
EW
186
Element Wealth
Mississippi
$1.14M +$201K +3,695 +22%
GIA
187
Gladstone Institutional Advisory
Florida
$1.1M -$103K -1,895 -9%
MWM
188
Melfa Wealth Management
Massachusetts
$1.07M +$11.5K +212 +1%
WA
189
Waverly Advisors
Alabama
$1.07M +$4.89K +90 +0.5%
ACM
190
Absolute Capital Management
Pennsylvania
$1.06M +$1.04M +19,104 New
FLPIM
191
F.L. Putnam Investment Management
Massachusetts
$1.04M +$44.3K +815 +5%
FWP
192
Forefront Wealth Partners
Texas
$1.02M +$727K +13,367 +270%
HCM
193
Hilton Capital Management
New York
$1.01M +$984K +18,100 New
LI
194
LVZ Inc
Michigan
$978K -$68.8K -1,266 -7%
SM
195
Sweeney & Michel
California
$963K +$6.42K +118 +0.7%
RIA
196
Regal Investment Advisors
Michigan
$958K +$47.4K +872 +5%
CF
197
Centaurus Financial
California
$951K +$38K +698 +4%
LWM
198
LongView Wealth Management
Georgia
$944K -$39.5K -726 -4%
OFA
199
Onyx Financial Advisors
Idaho
$924K
YIH
200
Y-Intercept (HK)
Hong Kong
$901K +$76K +1,398 +9%