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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
SFA
201
Sequoia Financial Advisors
Ohio
$705K -$108K -2,202 -14%
IFG
202
Independent Financial Group
California
$677K -$56.1K -1,140 -8%
ISFAN
203
Investor's Fiduciary Advisor Network
Washington
$665K +$89.7K +1,823 +17%
IA
204
IFG Advisory
Georgia
$626K +$4.48K +91 +0.8%
BRWA
205
B. Riley Wealth Advisors
Florida
$626K +$592K +12,027 New
SG
206
StoneX Group
New York
$600K +$567K +11,532 New
NAS
207
Nicolet Advisory Services
Wisconsin
$597K -$117K -2,373 -17%
WIP
208
WealthCare Investment Partners
Rhode Island
$597K +$52K +1,057 +10%
SWP
209
Stratos Wealth Partners
Ohio
$577K +$245K +4,985 +82%
BCA
210
Bay Colony Advisors
Massachusetts
$576K -$5.46K -111 -1%
Creative Planning
211
Creative Planning
Kansas
$571K +$89.1K +1,811 +20%
FWA
212
FSC Wealth Advisors
New York
$563K -$13.1K -267 -2%
WFS
213
Widmann Financial Services
Maryland
$553K +$12.8K +260 +3%
AAS
214
Ameritas Advisory Services
Nebraska
$541K -$319K -6,476 -38%
BTWM
215
Brass Tax Wealth Management
Ohio
$524K +$69.2K +1,406 +16%
BLC
216
Brown, Lisle/Cummings
Rhode Island
$522K
TCM
217
Tandem Capital Management
New Jersey
$500K +$2.21K +45 +0.5%
WMA
218
Wealth Management Associates
New Jersey
$463K -$1.52K -31 -0.3%
DWP
219
Daymark Wealth Partners
Ohio
$462K -$344K -6,997 -44%
JWM
220
JGP Wealth Management
Oregon
$458K +$433K +8,807 New
AAP
221
Arax Advisory Partners
Colorado
$453K
BMWM
222
Brown Miller Wealth Management
Virginia
$447K -$24.6K -500 -5%
NWM
223
Nova Wealth Management
Florida
$445K +$344K +6,990 +449%
Betterment LLC
224
Betterment LLC
New York
$436K -$21.3K -434 -5%
1WA
225
180 Wealth Advisors
Washington
$429K -$4.62K -94 -1%

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.