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Fidelity High Dividend ETF

151 hedge funds and large institutions have $308M invested in Fidelity High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
68
Reduced
37
Closed
7
Calls
$248K
Puts
Net Calls
+$248K
Net Calls Change
-$129K
Name Market Value Shares Shares
Change
Shares
Change %
CCA
1
Childress Capital Advisors
Texas
$28.9M 760,159 -101,897 -12%
Osaic Holdings
2
Osaic Holdings
Arizona
$26M 683,954 +64,909 +10%
Morgan Stanley
3
Morgan Stanley
New York
$20.1M 527,777 +45,421 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.8M 492,813 +34,216 +7%
KAS
5
Kestra Advisory Services
Texas
$16.8M 442,064 +28,323 +7%
Bank of America
6
Bank of America
North Carolina
$14.4M 378,509 +27,592 +8%
Wells Fargo
7
Wells Fargo
California
$13.3M 347,953 +169,910 +95%
LPL Financial
8
LPL Financial
California
$11.6M 303,392 +32,424 +12%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$10M 263,622 +1,718 +0.7%
LNC
10
Lincoln National Corp
Pennsylvania
$6.33M 166,352 +139,626 +522%
LWA
11
Lineweaver Wealth Advisors
Ohio
$5.99M 157,370 +6,255 +4%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$5.61M 147,206 +1,182 +0.8%
CAN
13
Cetera Advisor Networks
California
$5.6M 146,941 +7,282 +5%
Jane Street
14
Jane Street
New York
$5.2M 136,620 -357,166 -72%
BG
15
Bollard Group
Massachusetts
$5.04M 132,454 +1,775 +1%
Stifel Financial
16
Stifel Financial
Missouri
$4.8M 126,160 -4,734 -4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.32M 113,554 +21,783 +24%
OWA
18
Octavia Wealth Advisors
Ohio
$4.17M 109,501 -3,972 -4%
Truist Financial
19
Truist Financial
North Carolina
$3.82M 100,371 +5,680 +6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.77M 99,051 +4,602 +5%
RPGK
21
Retirement Planning Group (Kansas)
Kansas
$3.56M 93,575 +3,218 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.49M 91,680 -12,228 -12%
IWC
23
Integrated Wealth Concepts
Massachusetts
$3.42M 89,815 +16,070 +22%
MSWM
24
McGlone Suttner Wealth Management
Wisconsin
$3.26M 85,730 +508 +0.6%
LI
25
LVZ Inc
Michigan
$3.15M 82,767 +14,705 +22%