We are live on ! Find out more
FDVV icon

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
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$174M -$4.41M -89,600 -3%
LPL Financial
2
LPL Financial
California
$143M +$27.4M +557,318 +25%
Morgan Stanley
3
Morgan Stanley
New York
$114M -$347K -7,056 -0.3%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$104M +$8.37M +170,094 +9%
Bank of America
5
Bank of America
North Carolina
$86.1M +$7.99M +162,395 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$85.8M +$14.1M +287,066 +21%
Osaic Holdings
7
Osaic Holdings
Arizona
$58.7M -$1.6M -32,619 -3%
Wells Fargo
8
Wells Fargo
California
$57.3M +$4.57M +92,931 +9%
Raymond James Financial
9
Raymond James Financial
Florida
$53.2M +$5.78M +117,444 +13%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$50.6M +$8.04M +163,462 +20%
JP Morgan Chase
11
JP Morgan Chase
New York
$48.7M -$1.34M -27,172 -3%
CCA
12
Childress Capital Advisors
Texas
$43M -$1.35M -27,506 -3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$41.4M +$4.06M +82,456 +12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$38.1M +$3.25M +66,160 +10%
ME
15
McIlrath & Eck
Washington
$36.9M +$1.43M +29,022 +4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$32.7M +$1.82M +37,058 +6%
KIM
17
Kestra Investment Management
Texas
$31M +$15.5M +314,688 +107%
SWP
18
Sagespring Wealth Partners
Tennessee
$30.5M +$2.38M +48,306 +9%
DWM
19
Dynasty Wealth Management
Florida
$29.2M -$1.45M -29,568 -5%
KAS
20
Kestra Advisory Services
Texas
$29.1M +$9.29M +188,961 +51%
AF
21
Allworth Financial
California
$28.5M +$1.24M +25,216 +5%
MML Investors Services
22
MML Investors Services
Massachusetts
$27.4M +$7.76M +157,663 +43%
Jane Street
23
Jane Street
New York
$27.3M +$19.4M +394,131 +302%
AWA
24
Arkadios Wealth Advisors
Georgia
$26M +$19.4M +393,830 +369%
AAS
25
Avantax Advisory Services
Texas
$23.8M +$1.22M +24,745 +6%

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.