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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

262 hedge funds and large institutions have $1.18B invested in Fidelity High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
41
Increased
132
Reduced
52
Closed
17
Calls
$360K
Puts
–
Net Calls
+$360K
Net Calls Change
+$37K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$140M
3
SL
3
Systelligence LLC
Minnesota
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$79.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$63.4M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$14.8M
2
Jane Street
2
Jane Street
New York
$8M
3
Bank of America
3
Bank of America
North Carolina
$53M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.38M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
226
Ancora Advisors
Ohio
$135K +$135K +2,675 New
UBS Group
227
UBS Group
Switzerland
$127K +$20.3K +400 +19%
AAG
228
Armstrong Advisory Group
Massachusetts
$119K +$203 +4 +0.2%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$114K – – –
SWM
230
Spire Wealth Management
Virginia
$84.1K +$50.6K +999 +151%
GJIA
231
Glass Jacobson Investment Advisors
Maryland
$74.6K +$74.6K +1,473 New
FAM
232
Flaharty Asset Management
Florida
$59.3K +$59.3K +1,171 New
CAL
233
Capital Analysts LLC
Pennsylvania
$44K +$39.5K +772 +867%
CA
234
Clearstead Advisors
Ohio
$41.9K – – –
CFB
235
Cullen/Frost Bankers
Texas
$41.4K +$29.2K +576 +238%
Citigroup
236
Citigroup
New York
$40.5K – – –
GWM
237
Geneos Wealth Management
Colorado
$32.3K – – –
S
238
SignatureFD
Georgia
$31.2K +$51 +1 +0.2%
S
239
Syntrinsic
Colorado
$28.4K – – –
HWA
240
HHM Wealth Advisors
Tennessee
$25.9K – – –
JFA
241
JNBA Financial Advisors
Minnesota
$25.4K +$3.9K +77 +18%
DWM
242
Darwin Wealth Management
Florida
$25.4K +$25.4K +501 New
QCG
243
Quadrant Capital Group
Ohio
$25.3K -$25.3K -500 -50%
CCM
244
Chilton Capital Management
Texas
$20.7K – – –
SSB
245
Sandy Spring Bank
Maryland
$15.1K +$51 +1 +0.3%
PCA
246
Providence Capital Advisors
North Carolina
$15K – – –
VWM
247
Venturi Wealth Management
Texas
$14.6K +$101 +2 +0.7%
POIA
248
Pin Oak Investment Advisors
Texas
$12K – – –
HWM
249
HighMark Wealth Management
Minnesota
$10.3K +$101 +2 +1%
KFI
250
Key Financial Inc
Pennsylvania
$6.84K – – –
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