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Fidelity High Dividend ETF

342 hedge funds and large institutions have $1.84B invested in Fidelity High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$605K
Puts
$84K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$171M
Morgan Stanley
2
Morgan Stanley
New York
$109M
LPL Financial
3
LPL Financial
California
$109M
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$90.6M
Bank of America
5
Bank of America
North Carolina
$74M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$67.5M
Osaic Holdings
7
Osaic Holdings
Arizona
$57.6M
Wells Fargo
8
Wells Fargo
California
$50M
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$47.8M
Raymond James Financial
10
Raymond James Financial
Florida
$44.9M
CCA
11
Childress Capital Advisors
Texas
$42.4M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$40.1M
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$35.4M
ME
14
McIlrath & Eck
Washington
$33.8M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$33M
DWM
16
Dynasty Wealth Management
Florida
$29.3M
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$29.3M
SWP
18
Sagespring Wealth Partners
Tennessee
$26.7M
AF
19
Allworth Financial
California
$24.8M
AAS
20
Avantax Advisory Services
Texas
$21.5M
PCIA
21
Prime Capital Investment Advisors
Kansas
$21.1M
VFG
22
Victory Financial Group
Texas
$20M
AIA
23
AssuredPartners Investment Advisors
Florida
$19.4M
IWC
24
Integrated Wealth Concepts
Massachusetts
$19M
KAS
25
Kestra Advisory Services
Texas
$18.4M