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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 %
S
276
SignatureFD
Georgia
$30.8K +$50 +1 +0.2%
T
277
Tidemark
California
$29.1K +$29.1K +583 New
HWA
278
HHM Wealth Advisors
Tennessee
$25.5K – – –
JFA
279
JNBA Financial Advisors
Minnesota
$25.3K +$250 +5 +1%
DWM
280
Darwin Wealth Management
Florida
$25.3K +$200 +4 +0.8%
QCG
281
Quadrant Capital Group
Ohio
$25K – – –
CCM
282
Chilton Capital Management
Texas
$20.4K – – –
CIAS
283
Capital Investment Advisory Services
North Carolina
$19.4K +$19.4K +388 New
HNB
284
Huntington National Bank
Ohio
$16.1K – – –
SSB
285
Sandy Spring Bank
Maryland
$15.2K +$350 +7 +2%
VWM
286
Venturi Wealth Management
Texas
$14.6K +$150 +3 +1%
POIA
287
Pin Oak Investment Advisors
Texas
$13K – – –
HWM
288
HighMark Wealth Management
Minnesota
$10.2K +$50 +1 +0.5%
BWL
289
Bogart Wealth LLC
Virginia
$10K +$5.04K +101 +101%
TCM
290
TD Capital Management
Tennessee
$8.57K +$8.57K +172 New
CAWM
291
Capital A Wealth Management
Pennsylvania
$8.49K +$8.49K +170 New
PWA
292
Physician Wealth Advisors
Utah
$7.57K +$7.57K +152 New
SWC
293
Spectrum Wealth Counsel
Indiana
$6.74K – – –
KFI
294
Key Financial Inc
Pennsylvania
$6.74K – – –
OC
295
Oakworth Capital
Alabama
$6.54K – – –
LOIP
296
Live Oak Investment Partners
Texas
$6.19K -$6.28K – –
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$5.54K – – –
TIM
298
Tortoise Investment Management
New York
$4.99K – – –
NWM
299
Nova Wealth Management
Florida
$4.99K +$4.99K +100 New
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$4.99K +$4.99K +100 New
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