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Fidelity High Dividend ETF

402 hedge funds and large institutions have $2.79B invested in Fidelity High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 201 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

142% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 83

26% more capital invested

Capital invested by funds: $2.22B → $2.79B (+$572M)

10% more funds holding

Funds holding: 367402 (+35)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

0.49% more ownership

Funds ownership: 39.74%40.23% (+0.49%)

Holders
402
Holders Change
+35
Holders Change %
+9.54%
% of All Funds
5.28%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.35%
New
51
Increased
201
Reduced
83
Closed
11
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$251M +$95M +1,746,656 +63%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$165M -$21.2M -389,599 -12%
Morgan Stanley
3
Morgan Stanley
New York
$131M +$7.97M +146,633 +7%
Bank of America
4
Bank of America
North Carolina
$124M +$31.1M +572,218 +35%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$123M +$11M +201,512 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$103M +$10.4M +191,904 +12%
Raymond James Financial
7
Raymond James Financial
Florida
$92.3M +$34.6M +635,591 +62%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$85.5M +$30.6M +563,234 +58%
Wells Fargo
9
Wells Fargo
California
$77.1M +$15.3M +282,304 +26%
Osaic Holdings
10
Osaic Holdings
Arizona
$71.2M +$8.45M +155,479 +14%
JP Morgan Chase
11
JP Morgan Chase
New York
$58.2M +$5.9M +108,544 +12%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$53.8M +$9.29M +170,837 +21%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$49M +$8.01M +147,400 +20%
ME
14
McIlrath & Eck
Washington
$43.1M +$3.52M +64,659 +9%
CCA
15
Childress Capital Advisors
Texas
$42.8M -$3.19M -58,669 -7%
DWM
16
Dynasty Wealth Management
Florida
$38.6M +$7.13M +131,160 +23%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$37.1M +$2.1M +38,552 +6%
KAS
18
Kestra Advisory Services
Texas
$37.1M +$5.76M +106,005 +19%
SWP
19
Sagespring Wealth Partners
Tennessee
$34.1M +$1.46M +26,831 +5%
AF
20
Allworth Financial
California
$32.3M +$1.68M +30,920 +6%
AWA
21
Arkadios Wealth Advisors
Georgia
$30.7M +$2.75M +50,507 +10%
MML Investors Services
22
MML Investors Services
Massachusetts
$29M -$325K -5,971 -1%
WCAMG
23
Woodard & Company Asset Management Group
North Carolina
$28.1M +$27.4M +503,615 New
VFG
24
Victory Financial Group
Texas
$25.5M +$383K +7,046 +2%
LPFG
25
Landing Point Financial Group
Ohio
$25.4M +$5.88M +108,058 +31%