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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 %
LWM
251
Level Wealth Management
North Carolina
$211K +$211K +4,230 New
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$210K +$25.7K +514 +14%
TA
253
TFB Advisors
Kansas
$210K +$210K +4,199 New
SFWC
254
Strategic Family Wealth Counselors
New Jersey
$209K +$1.95K +39 +0.9%
DWP
255
Daymark Wealth Partners
Ohio
$206K +$206K +4,131 New
CIA
256
Compass Ion Advisors
Pennsylvania
$204K -$17.3K -347 -8%
AIM
257
Anchor Investment Management
South Carolina
$191K +$899 +18 +0.5%
Comerica Bank
258
Comerica Bank
Texas
$182K -$119K -2,377 -39%
FP
259
Financial Perspectives
Minnesota
$168K +$168K +3,363 New
CAL
260
Capital Analysts LLC
Pennsylvania
$151K +$108K +2,182 +253%
RMP
261
Richards, Merrill & Peterson
Washington
$136K +$136K +2,725 New
AA
262
Ancora Advisors
Ohio
$134K – – –
UBS Group
263
UBS Group
Switzerland
$133K +$8.14K +163 +7%
AW
264
Avion Wealth
Texas
$128K +$128K +2,580 New
AAG
265
Armstrong Advisory Group
Massachusetts
$117K +$250 +5 +0.2%
GEA
266
Glen Eagle Advisors
New Jersey
$99.9K +$99.9K +2,000 New
Q1WB
267
Quest 10 Wealth Builders
Virginia
$99.9K +$99.9K +2,000 New
AIC
268
Archer Investment Corporation
Indiana
$98K +$98K +1,963 New
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$89K -$24.4K -486 -22%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$85K +$85K +1,704 New
SWM
271
Spire Wealth Management
Virginia
$78K -$4.89K -98 -6%
GJIA
272
Glass Jacobson Investment Advisors
Maryland
$76.4K +$2.85K +57 +4%
RF
273
Roxbury Financial
New Jersey
$62.3K +$62.3K +1,184 New
CA
274
Clearstead Advisors
Ohio
$41.3K – – –
Citigroup
275
Citigroup
New York
$40K – – –
9 10
11
12 13