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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 %
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$257K +$18.5K +372 +8%
PAS
252
PKS Advisory Services
New York
$252K +$32.9K +664 +15%
SCA
253
Southern Capital Advisors
Tennessee
$248K – – –
NG
254
Novem Group
New York
$243K +$2.78K +56 +1%
CIA
255
Compass Ion Advisors
Pennsylvania
$240K +$37.2K +750 +18%
GWS
256
Greykasell Wealth Strategies
California
$240K – – –
GWM
257
Greenwich Wealth Management
Connecticut
$233K – – –
NS
258
NBC Securities
Alabama
$231K +$231K +4,655 +66,500%
FPWM
259
FSB Premier Wealth Management
Iowa
$230K +$99 +2 +0%
CWM
260
Cornerstone Wealth Management
Missouri
$228K +$50 +1 +0%
CW
261
CreativeOne Wealth
Kansas
$228K +$1.39K +28 +0.6%
EIP
262
Ellis Investment Partners
Pennsylvania
$228K -$34.4K -693 -13%
FPGK
263
Financial Partners Group (Kansas)
Kansas
$225K -$98.9K -1,993 -30%
First Trust Advisors
264
First Trust Advisors
Illinois
$224K +$224K +4,512 New
FFA
265
First Foundation Advisors
California
$223K – – –
SEP
266
Southland Equity Partners
Missouri
$219K -$10.6K -213 -5%
US Bancorp
267
US Bancorp
Minnesota
$219K -$18.1K -365 -8%
MA
268
MJP Associates
Connecticut
$219K – – –
ZI
269
ZEGA Investments
Florida
$219K – – –
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$216K +$6.85K +138 +3%
FP
271
Financial Perspectives
Minnesota
$214K +$46.8K +943 +28%
LWM
272
Level Wealth Management
North Carolina
$211K +$1.59K +32 +0.8%
SFWC
273
Strategic Family Wealth Counselors
New Jersey
$209K +$1.74K +35 +0.8%
CFP
274
Catalyst Financial Partners
Massachusetts
$206K +$206K +4,155 New
ZIM
275
Zacks Investment Management
Illinois
$206K +$206K +4,150 New
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