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Fidelity High Dividend ETF

151 hedge funds and large institutions have $400M invested in Fidelity High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
151
Holders Change
Holders Change %
0%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
73
Reduced
39
Closed
12
Calls
$413K
Puts
Net Calls
+$413K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$50.5M +$3.44M +86,447 +7%
CCA
2
Childress Capital Advisors
Texas
$28.5M -$1.67M -42,000 -6%
Osaic Holdings
3
Osaic Holdings
Arizona
$25.5M -$1.68M -42,334 -6%
Morgan Stanley
4
Morgan Stanley
New York
$22.2M +$1.22M +30,781 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$21.1M +$1.49M +37,385 +8%
LPL Financial
6
LPL Financial
California
$18.4M +$6.34M +159,494 +53%
KAS
7
Kestra Advisory Services
Texas
$15.4M -$2.16M -54,458 -12%
Bank of America
8
Bank of America
North Carolina
$14.9M -$185K -4,648 -1%
Wells Fargo
9
Wells Fargo
California
$14.1M +$245K +6,167 +2%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$10.8M +$321K +8,078 +3%
IWC
11
Integrated Wealth Concepts
Massachusetts
$8.98M +$5.41M +136,063 +151%
MWM
12
Mascoma Wealth Management
New Hampshire
$8.19M +$8.19M +201,014 New
LNC
13
Lincoln National Corp
Pennsylvania
$7.35M +$740K +18,625 +11%
Stifel Financial
14
Stifel Financial
Missouri
$7.22M +$2.21M +55,554 +44%
LWA
15
Lineweaver Wealth Advisors
Ohio
$6.23M -$20.9K -527 -0.3%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$6.17M +$323K +8,116 +6%
CAN
17
Cetera Advisor Networks
California
$5.88M +$43.6K +1,098 +0.7%
BG
18
Bollard Group
Massachusetts
$5.31M +$48.6K +1,222 +0.9%
RPGK
19
Retirement Planning Group (Kansas)
Kansas
$4.85M +$1.13M +28,512 +30%
OWA
20
Octavia Wealth Advisors
Ohio
$4.84M +$492K +12,372 +11%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.75M +$238K +5,994 +5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.59M +$649K +16,334 +16%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.24M +$597K +15,021 +16%
Truist Financial
24
Truist Financial
North Carolina
$3.94M -$45.8K -1,153 -1%
MSWM
25
McGlone Suttner Wealth Management
Wisconsin
$3.93M +$520K +13,073 +15%