Fidelity High Dividend ETF
FDVV
306 hedge funds and large institutions have $3.53B invested in Fidelity High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 161 increasing their positions, 43 reducing their positions, and 17 closing their positions.
705% more call options, than puts
Call options by funds: $684K | Put options by funds: $85K
288% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 17
274% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 43
200% more capital invested
Capital invested by funds: $1.18B → $3.53B (+$2.35B)
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
16% more funds holding
Funds holding: 263 → 306 (+43)
2.21% more ownership
Funds ownership: 32.23% → 34.45% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$46.3M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$45.3M |
| 3 |
Morgan Stanley
New York
|
+$20.7M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$17.7M |
| 5 |
EH
Equitable Holdings
New York
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GMFG
Greater Midwest Financial Group
St. Paul,
Minnesota
|
-$13.7M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$7.95M |
| 3 |
BG
Bollard Group
Boston,
Massachusetts
|
-$7.04M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.29M |
| 5 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$4.14M |
FDVV Hedge Fund Activity: Q4 2024 in Review
306 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q4 2024, worth a combined $3.53B — up 200% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new FDVV positions and 17 closed out — a net gain of 49 holders — while 161 added to existing stakes and 43 trimmed.
The largest buyer was LPL Financial, adding an estimated $46.3M. The largest seller was Greater Midwest Financial Group, cutting an estimated $13.7M.
- 306 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q4 2024, up from 263 in Q3 2024.
- Funds reported $3.53B of Fidelity High Dividend ETF stock for Q4 2024, up 200% quarter-over-quarter.
- 66 funds opened new Fidelity High Dividend ETF positions in Q4 2024 and 17 closed out, a net change of +49 holders.
- The largest Fidelity High Dividend ETF buyer in Q4 2024 was LPL Financial, an estimated $46.3M added.
- The largest Fidelity High Dividend ETF seller in Q4 2024 was Greater Midwest Financial Group, an estimated $13.7M sold.
Based on aggregated 13F filings for Q4 2024.