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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

342 hedge funds and large institutions have $1.84B invested in Fidelity High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
4.65%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.31%
New
58
Increased
172
Reduced
66
Closed
17
Calls
$605K
Puts
$84K
Net Calls
+$521K
Net Calls Change
-$78K

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$77.6M
2
DWM
Dynasty Wealth Management
Florida
+$29.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$28.3M
4
SWP
Sagespring Wealth Partners
Tennessee
+$26.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$21.1M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$44.2M
2
MWM
Mascoma Wealth Management
New Hampshire
-$12.9M
3
Jane Street
Jane Street
New York
-$12M
4
EH
Equitable Holdings
New York
-$11.5M
5
MFS
Madrona Financial Services
Washington
-$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
226
Aptus Capital Advisors
Alabama
$336K +$73.2K +1,475 +28%
TP
227
Tranquility Partners
Tennessee
$327K – – –
MWM
228
Mission Wealth Management
California
$324K +$1.94K +39 +0.6%
NEPWA
229
New England Private Wealth Advisors
Massachusetts
$314K +$1.94K +39 +0.6%
ST
230
Smithfield Trust
Pennsylvania
$313K – – –
JIP
231
Jaffetilchin Investment Partners
Florida
$313K +$11.1K +223 +4%
AG
232
AmeriFlex Group
Nevada
$309K +$50.6K +1,020 +20%
NFG
233
Nations Financial Group
Iowa
$303K +$11.4K +230 +4%
SWP
234
Stratos Wealth Partners
Ohio
$303K -$1.38M -27,747 -82%
FSC
235
Full Sail Capital
Oklahoma
$298K +$298K +6,000 New
CWM
236
Centurion Wealth Management
Virginia
$294K – – –
SMC
237
Smith, Moore & Co
Missouri
$292K -$744 -15 -0.3%
AP
238
Aspect Partners
Virginia
$290K – – –
SVWG
239
Shared Vision Wealth Group
United States
$283K – – –
RCAG
240
Rehmann Capital Advisory Group
Michigan
$282K – – –
LCG
241
Lakeshore Capital Group
Illinois
$276K +$446 +9 +0.2%
MAM
242
MWA Asset Management
Massachusetts
$275K -$18.6K -375 -6%
KWA
243
Kingswood Wealth Advisors
California
$274K -$43.4K -875 -14%
GMFG
244
Greater Midwest Financial Group
Minnesota
$272K -$157K -3,162 -37%
GC
245
Grimes & Company
Massachusetts
$269K -$50 -1 -0%
LWM
246
Liberty Wealth Management
California
$266K +$266K +5,362 New
AB
247
Atlas Brown
Kentucky
$261K -$31K -626 -11%
NFSG
248
Newbridge Financial Services Group
Florida
$261K -$164K -3,310 -39%
SIC
249
Sage Investment Counsel
Tennessee
$258K +$4.71K +95 +2%
CFG
250
Citizens Financial Group
Rhode Island
$257K -$49.9K -1,007 -16%
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