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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

241 hedge funds and large institutions have $941M invested in Fidelity High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 120 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
3.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
120
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

1
AF
1
Allworth Financial
California
$21.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$62.2M
5
MIA
5
Milestone Investment Advisors
Wisconsin
$10.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$29.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$14.3M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.39M
5
MAV
5
Mason & Associates (Virginia)
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
226
HighMark Wealth Management
Minnesota
$9.42K +$9.42K +201 New
OP
227
ORG Partners
Indiana
$7.03K +$7.03K +150 New
OC
228
Oakworth Capital
Alabama
$6.97K +$6.97K +149 New
SWC
229
Spectrum Wealth Counsel
Indiana
$6.32K – – –
KFI
230
Key Financial Inc
Pennsylvania
$6.32K – – –
LOIP
231
Live Oak Investment Partners
Texas
$5.8K – – –
TIM
232
Tortoise Investment Management
New York
$4.68K – – –
CAL
233
Capital Analysts LLC
Pennsylvania
$4K +$45 +1 +1%
GI
234
Gradient Investments
Minnesota
$3.93K +$3.93K +84 New
BNP Paribas Financial Markets
235
BNP Paribas Financial Markets
France
$2.43K +$2.43K +52 New
LC
236
Lindbrook Capital
California
$2.34K – – –
SIS
237
Sound Income Strategies
Florida
$2.19K – – –
HFS
238
Horizon Financial Services
North Carolina
$1.05K +$1.05K +22 New
CP
239
Camelot Portfolios
Ohio
$719 +$719 +15 New
OLVIG
240
Oliver Lagore Vanvalin Investment Group
Michigan
$655 +$655 +14 New
CSC
241
Caldwell Sutter Capital
California
$561 – – –
AssetMark Inc
242
AssetMark Inc
California
$468 +$468 +10 New
LNC
243
Lincoln National Corp
Pennsylvania
– -$9.87M -217,746 Closed
MAV
244
Mason & Associates (Virginia)
Virginia
– -$2.94M -64,795 Closed
OFS
245
OneAscent Financial Services
Alabama
– -$1.65M -36,396 Closed
CIA
246
Capital Investment Advisors
Georgia
– -$535K -11,801 Closed
GAA
247
Global Assets Advisory
Florida
– -$245K -11,057 Closed
HIC
248
Hartline Investment Corp
Illinois
– -$400K -8,839 Closed
CA
249
CoreCap Advisors
Michigan
– -$340K -7,499 Closed
D.E. Shaw & Co
250
D.E. Shaw & Co
New York
– -$301K -6,641 Closed
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