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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 %
HF
276
HRT Financial
New York
$203K +$203K +4,097 New
BAAM
277
Baker Avenue Asset Management
California
$202K -$22.6K -455 -10%
TA
278
TFB Advisors
Kansas
$201K -$7.24K -146 -3%
MFA
279
Mayflower Financial Advisors
Massachusetts
$201K +$201K +4,047 New
AIM
280
Anchor Investment Management
South Carolina
$191K +$645 +13 +0.3%
Comerica Bank
281
Comerica Bank
Texas
$181K – – –
RMP
282
Richards, Merrill & Peterson
Washington
$154K +$18.6K +375 +14%
AIC
283
Archer Investment Corporation
Indiana
$143K +$45.4K +915 +47%
BIG
284
Brooklyn Investment Group
New York
$140K -$161K -3,238 -53%
AW
285
Avion Wealth
Texas
$128K – – –
AAG
286
Armstrong Advisory Group
Massachusetts
$117K – – –
GEA
287
Glen Eagle Advisors
New Jersey
$99.2K – – –
Q1WB
288
Quest 10 Wealth Builders
Virginia
$99.2K – – –
PIS
289
POM Investment Strategies
North Carolina
$99.2K +$99.2K +2,000 New
T
290
Tidemark
California
$95.5K +$66.6K +1,342 +230%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$86K +$1.63K +33 +2%
JWA
292
JFS Wealth Advisors
Pennsylvania
$81.4K +$81.4K +1,641 New
NWM
293
Nova Wealth Management
Florida
$77.2K +$72.3K +1,457 +1,457%
GJIA
294
Glass Jacobson Investment Advisors
Maryland
$76.4K – – –
RF
295
Roxbury Financial
New Jersey
$60.3K -$565 -11 -0.9%
FAM
296
Flaharty Asset Management
Florida
$58.1K +$58.1K +1,171 New
CAL
297
Capital Analysts LLC
Pennsylvania
$53K -$98K -1,975 -65%
MFG
298
Mendota Financial Group
Wisconsin
$47.6K +$47.6K +960 New
AWM
299
Abound Wealth Management
Tennessee
$46.2K +$46.2K +931 New
PTC
300
Private Trust Company
Ohio
$45.5K +$45.5K +917 New
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