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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 %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$174M -$4.66M -89,600 -3%
LPL Financial
2
LPL Financial
California
$143M +$29M +557,318 +25%
Morgan Stanley
3
Morgan Stanley
New York
$114M -$367K -7,056 -0.3%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$104M +$8.85M +170,094 +9%
Bank of America
5
Bank of America
North Carolina
$86.1M +$8.45M +162,395 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$85.8M +$14.9M +287,066 +21%
Wells Fargo
7
Wells Fargo
California
$57.3M +$4.83M +92,931 +9%
Raymond James Financial
8
Raymond James Financial
Florida
$53.2M +$6.11M +117,444 +13%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$50.6M +$8.5M +163,462 +20%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$48.7M -$1.41M -27,172 -3%
CCA
11
Childress Capital Advisors
Texas
$43M -$1.43M -27,506 -3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$41.4M +$4.29M +82,456 +12%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$38.1M +$3.44M +66,160 +10%
ME
14
McIlrath & Eck
Washington
$36.9M +$1.51M +29,022 +4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$32.7M +$1.93M +37,058 +6%
KIM
16
Kestra Investment Management
Texas
$31M +$16M +314,688 +107%
SWP
17
Sagespring Wealth Partners
Tennessee
$30.5M +$2.51M +48,306 +9%
DWM
18
Dynasty Wealth Management
Florida
$29.2M -$1.54M -29,568 -5%
KAS
19
Kestra Advisory Services
Texas
$29.1M +$9.83M +188,961 +51%
AF
20
Allworth Financial
California
$28.5M +$1.31M +25,216 +5%
MML Investors Services
21
MML Investors Services
Massachusetts
$27.4M +$8.2M +157,663 +43%
Jane Street
22
Jane Street
New York
$27.3M +$20.5M +394,131 +302%
AWA
23
Arkadios Wealth Advisors
Georgia
$26M +$20.5M +393,830 +369%
Osaic Holdings
24
Osaic Holdings
Arizona
$24.6M -$33.8M -671,212 -58%
AAS
25
Avantax Advisory Services
Texas
$23.8M +$1.29M +24,745 +6%