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Fidelity High Dividend ETF

363 hedge funds and large institutions have $2.17B invested in Fidelity High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 179 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
4.87%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.34%
New
56
Increased
179
Reduced
75
Closed
25
Calls
$442K
Puts
$213K
Net Calls
+$229K
Net Calls Change
-$292K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
201
IFG Advisory
Georgia
$626K +$4.73K +91 +0.8%
BRWA
202
B. Riley Wealth Advisors
Florida
$626K +$626K +12,027 New
SG
203
StoneX Group
New York
$600K +$600K +11,532 New
NAS
204
Nicolet Advisory Services
Wisconsin
$597K -$126K -2,373 -17%
WIP
205
WealthCare Investment Partners
Rhode Island
$597K +$56.2K +1,057 +10%
SWP
206
Stratos Wealth Partners
Ohio
$577K +$259K +4,985 +82%
BCA
207
Bay Colony Advisors
Massachusetts
$576K -$5.77K -111 -1%
Creative Planning
208
Creative Planning
Kansas
$571K +$94.2K +1,811 +20%
FWA
209
FSC Wealth Advisors
New York
$563K -$13.9K -267 -2%
WFS
210
Widmann Financial Services
Maryland
$553K +$13.5K +260 +3%
AAS
211
Ameritas Advisory Services
Nebraska
$541K -$337K -6,476 -38%
BTWM
212
Brass Tax Wealth Management
Ohio
$524K +$73.1K +1,406 +16%
BLC
213
Brown, Lisle/Cummings
Rhode Island
$522K
TCM
214
Tandem Capital Management
New Jersey
$500K +$2.34K +45 +0.5%
WMA
215
Wealth Management Associates
New Jersey
$463K -$1.61K -31 -0.3%
DWP
216
Daymark Wealth Partners
Ohio
$462K -$364K -6,997 -44%
JWM
217
JGP Wealth Management
Oregon
$458K +$458K +8,807 New
AAP
218
Arax Advisory Partners
Colorado
$453K
BMWM
219
Brown Miller Wealth Management
Virginia
$447K -$26K -500 -5%
NWM
220
Nova Wealth Management
Florida
$445K +$364K +6,990 +449%
Betterment LLC
221
Betterment LLC
New York
$436K -$22.6K -434 -5%
1WA
222
180 Wealth Advisors
Washington
$429K -$4.89K -94 -1%
MC
223
Moors & Cabot
Massachusetts
$421K -$5.2K -100 -1%
VCA
224
Verdence Capital Advisors
Maryland
$419K
VNA
225
Valley National Advisers
Pennsylvania
$413K +$39.6K +762 +11%