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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 %
CMP
301
Coston McIsaac & Partners
Maine
$4K – – –
CPBTD
302
Central Pacific Bank - Trust Division
Hawaii
$2.9K +$2.9K +58 New
LC
303
Lindbrook Capital
California
$2.5K – – –
OLVIG
304
Oliver Lagore Vanvalin Investment Group
Michigan
$2.5K – – –
SIS
305
Sound Income Strategies
Florida
$2.38K +$50 +1 +2%
CSC
306
Caldwell Sutter Capital
California
$599 – – –
NS
307
NBC Securities
Alabama
$373 -$411K -7,721 -100%
AssetMark Inc
308
AssetMark Inc
California
$14 – – –
Prudential Financial
309
Prudential Financial
New Jersey
– -$7.95M -157,024 Closed
BG
310
Bollard Group
Massachusetts
– -$7.04M -138,938 Closed
PCS
311
Personal CFO Solutions
New Jersey
– -$4.14M -81,800 Closed
BFWM
312
Bright Futures Wealth Management
New York
– -$2.4M -47,369 Closed
Two Sigma Investments
313
Two Sigma Investments
New York
– -$1.02M -20,100 Closed
BAM
314
Belpointe Asset Management
Nevada
– -$925K -18,263 Closed
YIH
315
Y-Intercept (HK)
Hong Kong
– -$558K -11,025 Closed
FCH
316
Freestone Capital Holdings
Washington
– -$557K -10,988 Closed
HCM
317
Hilton Capital Management
New York
– -$459K -9,065 Closed
DJYG
318
David J. Yvars Group
Florida
– -$298K -5,915 Closed
SFCL
319
Strengthening Families & Communities LLC
Massachusetts
– -$292K -5,773 Closed
HGERS
320
Householder Group Estate & Retirement Specialist
Arizona
– -$171K -3,385 Closed
FAM
321
Flaharty Asset Management
Florida
– -$59.3K -1,171 Closed
GWM
322
Geneos Wealth Management
Colorado
– -$32.3K -637 Closed
PCA
323
Providence Capital Advisors
North Carolina
– -$15K -297 Closed
AWM
324
Abound Wealth Management
Tennessee
– -$1.55K -31 Closed
HFS
325
Horizon Financial Services
North Carolina
– -$1.14K -23 Closed
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