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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 %
SWC
251
Spectrum Wealth Counsel
Indiana
$6.84K – – –
OC
252
Oakworth Capital
Alabama
$6.64K -$912 -18 -12%
LOIP
253
Live Oak Investment Partners
Texas
$6.28K -$5.8K – –
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$5.62K -$5.07K -100 -47%
TIM
255
Tortoise Investment Management
New York
$5.07K – – –
BWL
256
Bogart Wealth LLC
Virginia
$5.07K +$5.07K +100 New
LC
257
Lindbrook Capital
California
$2.53K – – –
OLVIG
258
Oliver Lagore Vanvalin Investment Group
Michigan
$2.53K +$1.82K +36 +257%
SIS
259
Sound Income Strategies
Florida
$2.39K – – –
AWM
260
Abound Wealth Management
Tennessee
$1.55K +$1.55K +31 New
HFS
261
Horizon Financial Services
North Carolina
$1.14K +$50 +1 +5%
CSC
262
Caldwell Sutter Capital
California
$608 – – –
CMP
263
Coston McIsaac & Partners
Maine
$4 +$4 +81 New
Renaissance Technologies
264
Renaissance Technologies
New York
– -$1.31M -28,000 Closed
CP
265
Castleview Partners
Texas
– -$970K -20,730 Closed
Millennium Management
266
Millennium Management
New York
– -$757K -16,192 Closed
SOS
267
Silver Oak Securities
Tennessee
– -$470K -10,039 Closed
NFSG
268
Newbridge Financial Services Group
Florida
– -$260K -5,555 Closed
BCI
269
Brinker Capital Investments
Pennsylvania
– -$249K -5,314 Closed
OPS
270
Orion Portfolio Solutions
Nebraska
– -$249K -5,314 Closed
BONH
271
Bank of New Hampshire
New Hampshire
– -$78.7K -1,683 Closed
HFS
272
Hantz Financial Services
Michigan
– -$51K -1,086 Closed
RWMG
273
Redwood Wealth Management Group
New Jersey
– -$39.8K -850 Closed
BHWM
274
Beaird Harris Wealth Management
Texas
– -$15.8K -337 Closed
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
– -$10K -219 Closed
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