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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

305 hedge funds and large institutions have $3.52B invested in Fidelity High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 160 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+43
Holders Change %
+16.41%
% of All Funds
4.06%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
66
Increased
160
Reduced
43
Closed
17
Calls
$684K
Puts
$85K
Net Calls
+$599K
Net Calls Change
+$239K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.8M
2
IAA
2
Independent Advisor Alliance
North Carolina
$44.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$98.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$156M
5
EH
5
Equitable Holdings
New York
$16M

Top Sellers

1
GMFG
1
Greater Midwest Financial Group
Minnesota
$431K
2
Prudential Financial
2
Prudential Financial
New Jersey
$0
3
BG
3
Bollard Group
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$56.4M
5
PCS
5
Personal CFO Solutions
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
226
Aptus Capital Advisors
Alabama
$264K +$3.1K +62 +1%
EIP
227
Ellis Investment Partners
Pennsylvania
$264K +$57.5K +1,151 +28%
AG
228
AmeriFlex Group
Nevada
$263K +$263K +5,205 New
SIC
229
Sage Investment Counsel
Tennessee
$255K +$255K +5,112 New
SCA
230
Southern Capital Advisors
Tennessee
$250K – – –
HSWM
231
Hubbell Strickland Wealth Management
Louisiana
$248K +$248K +4,968 New
NG
232
Novem Group
New York
$242K +$242K +4,847 New
GWS
233
Greykasell Wealth Strategies
California
$241K +$241K +4,835 New
Pathstone Holdings
234
Pathstone Holdings
New Jersey
$240K +$499 +10 +0.2%
US Bancorp
235
US Bancorp
Minnesota
$239K +$64.4K +1,290 +37%
FIA
236
Foundations Investment Advisors
Arizona
$238K +$238K +4,766 New
GWM
237
Greenwich Wealth Management
Connecticut
$234K – – –
FPWM
238
FSB Premier Wealth Management
Iowa
$232K -$2.95K -59 -1%
SEP
239
Southland Equity Partners
Missouri
$232K -$549 -11 -0.2%
IWM
240
Iams Wealth Management
Nebraska
$230K +$230K +4,610 New
CWM
241
Cornerstone Wealth Management
Missouri
$230K -$14.2K -285 -6%
CW
242
CreativeOne Wealth
Kansas
$228K +$2.2K +44 +1%
ZI
243
ZEGA Investments
Florida
$227K +$227K +4,407 New
BAAM
244
Baker Avenue Asset Management
California
$226K +$24.2K +485 +12%
FFA
245
First Foundation Advisors
California
$225K – – –
CCAL
246
City Center Advisors LLC
Michigan
$223K +$223K +4,473 New
FEM
247
Fulcrum Equity Management
Texas
$223K +$223K +4,473 New
PAS
248
PKS Advisory Services
New York
$220K +$220K +4,408 New
MA
249
MJP Associates
Connecticut
$220K – – –
LA
250
Lifeworks Advisors
Michigan
$212K +$649 +13 +0.3%
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10
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