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Fidelity High Dividend ETF
FDVV

263 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, 133 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 52

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 6 → 12 (+6)

25% more capital invested

Capital invested by funds: $941M → $1.18B (+$235M)

9% more funds holding

Funds holding: 242 → 263 (+21)

0.07% less ownership

Funds ownership: 32.3% → 32.23% (-0.07%)

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
3.78%
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
133
Reduced
52
Closed
17
Calls
$360K
Puts
–
Net Calls
+$360K
Net Calls Change
+$37K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$14.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14M
3
SL
Systelligence LLC
Minnesota
+$13.8M
4
Morgan Stanley
Morgan Stanley
New York
+$11.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$19.1M
2
Jane Street
Jane Street
New York
-$6.86M
3
Bank of America
Bank of America
North Carolina
-$4.08M
4
KWM
Kingsview Wealth Management
Oregon
-$2.53M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
251
Key Financial Inc
Pennsylvania
$6.84K – – –
SWC
252
Spectrum Wealth Counsel
Indiana
$6.84K – – –
OC
253
Oakworth Capital
Alabama
$6.63K -$877 -18 -12%
LOIP
254
Live Oak Investment Partners
Texas
$6.28K – – –
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$5.62K -$4.87K -100 -47%
TIM
256
Tortoise Investment Management
New York
$5.07K – – –
BWL
257
Bogart Wealth LLC
Virginia
$5.07K +$4.87K +100 New
LC
258
Lindbrook Capital
California
$2.53K – – –
OLVIG
259
Oliver Lagore Vanvalin Investment Group
Michigan
$2.53K +$1.75K +36 +257%
SIS
260
Sound Income Strategies
Florida
$2.39K – – –
AWM
261
Abound Wealth Management
Tennessee
$1.55K +$1.51K +31 New
HFS
262
Horizon Financial Services
North Carolina
$1.14K +$49 +1 +5%
CSC
263
Caldwell Sutter Capital
California
$608 – – –
CMP
264
Coston McIsaac & Partners
Maine
$4 +$3.95K +81 New
Renaissance Technologies
265
Renaissance Technologies
New York
– -$1.31M -28,000 Closed
CP
266
Castleview Partners
Texas
– -$970K -20,730 Closed
Millennium Management
267
Millennium Management
New York
– -$757K -16,192 Closed
SOS
268
Silver Oak Securities
Tennessee
– -$470K -10,039 Closed
NFSG
269
Newbridge Financial Services Group
Florida
– -$260K -5,555 Closed
BCI
270
Brinker Capital Investments
Pennsylvania
– -$249K -5,314 Closed
OPS
271
Orion Portfolio Solutions
Nebraska
– -$249K -5,314 Closed
BONH
272
Bank of New Hampshire
New Hampshire
– -$78.7K -1,683 Closed
HFS
273
Hantz Financial Services
Michigan
– -$51K -1,086 Closed
RWMG
274
Redwood Wealth Management Group
New Jersey
– -$39.8K -850 Closed
BHWM
275
Beaird Harris Wealth Management
Texas
– -$15.8K -337 Closed
8 9 10
11
12

FDVV Hedge Fund Activity: Q3 2024 in Review

263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q3 2024, worth a combined $1.18B — up 25% from $941M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FDVV positions and 17 closed out — a net gain of 24 holders — while 133 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.3M. The largest seller was Kestra Advisory Services, cutting an estimated $19.1M.

  • 263 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q3 2024, up from 242 in Q2 2024.
  • Funds reported $1.18B of Fidelity High Dividend ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 41 funds opened new Fidelity High Dividend ETF positions in Q3 2024 and 17 closed out, a net change of +24 holders.
  • The largest Fidelity High Dividend ETF buyer in Q3 2024 was LPL Financial, an estimated $14.3M added.
  • The largest Fidelity High Dividend ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.