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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
CMI
201
Clare Market Investments
Texas
$1.4M +$1.46M +25,300 New
PWM
202
Perigon Wealth Management
California
$1.36M -$231K -4,008 -14%
EFG
203
Everest Financial Group
Minnesota
$1.34M +$96.1K +1,670 +7%
CWM
204
Cornerstone Wealth Management
Missouri
$1.34M +$246K +4,281 +22%
EFL
205
ERn Financial LLC
Wisconsin
$1.32M +$24.2K +420 +2%
MFA
206
Mayflower Financial Advisors
Massachusetts
$1.31M +$1.13M +19,597 +485%
HAP
207
Harbor Asset Planning
Massachusetts
$1.26M +$10.5K +182 +0.8%
PWP
208
Private Wealth Partners
California
$1.26M -$28.8K -500 -2%
NSAM
209
North Star Asset Management
Wisconsin
$1.26M +$818K +14,218 +167%
CA
210
CoreCap Advisors
Michigan
$1.25M -$397K -6,896 -23%
DWM
211
Diversify Wealth Management
Utah
$1.25M -$806K -14,014 -40%
IIM
212
IFC & Insurance Marketing
California
$1.22M -$5.03M -87,438 -80%
FFS
213
Founders Financial Securities
Maryland
$1.22M +$59.5K +1,035 +5%
CW
214
Code Waechter
Florida
$1.21M
KWA
215
Kingswood Wealth Advisors
California
$1.2M +$593K +10,309 +91%
PFS
216
Prospect Financial Services
New York
$1.19M -$23.1K -402 -2%
MWM
217
Melfa Wealth Management
Massachusetts
$1.15M +$60.4K +1,050 +5%
ISFAN
218
Investor's Fiduciary Advisor Network
Washington
$1.11M -$6.9K -120 -0.6%
FWP
219
Forefront Wealth Partners
Texas
$1.11M -$301K -5,239 -21%
PWC
220
Pathfinder Wealth Consulting
North Carolina
$1.1M +$12.1K +211 +1%
WA
221
Waverly Advisors
Alabama
$1.1M +$25.7K +447 +2%
CPG
222
Cornerstone Planning Group
New Jersey
$1.09M +$1.02M +17,808 +2,182%
FLPIM
223
F.L. Putnam Investment Management
Massachusetts
$1.09M +$13.6K +237 +1%
Creative Planning
224
Creative Planning
Kansas
$1.09M +$20.5K +356 +2%
LI
225
LVZ Inc
Michigan
$1.08M +$34.4K +598 +3%