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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
306
Holders Change
+43
Holders Change %
+16.35%
% of All Funds
4.03%
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
161
Reduced
43
Closed
17
Calls
$684K
Puts
$85K
Net Calls
+$599K
Net Calls Change
+$239K

Top Buyers

1
LPL Financial
LPL Financial
California
+$46.3M
2
IAA
Independent Advisor Alliance
North Carolina
+$45.3M
3
Morgan Stanley
Morgan Stanley
New York
+$20.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$17.7M
5
EH
Equitable Holdings
New York
+$14.9M

Top Sellers

1
GMFG
Greater Midwest Financial Group
Minnesota
-$13.7M
2
Prudential Financial
Prudential Financial
New Jersey
-$7.95M
3
BG
Bollard Group
Massachusetts
-$7.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.29M
5
PCS
Personal CFO Solutions
New Jersey
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
301
Nova Wealth Management
Florida
$4.99K +$5.12K +100 New
CMP
302
Coston McIsaac & Partners
Maine
$4K – – –
CPBTD
303
Central Pacific Bank - Trust Division
Hawaii
$2.9K +$2.97K +58 New
LC
304
Lindbrook Capital
California
$2.5K – – –
OLVIG
305
Oliver Lagore Vanvalin Investment Group
Michigan
$2.5K – – –
SIS
306
Sound Income Strategies
Florida
$2.38K +$51 +1 +2%
CSC
307
Caldwell Sutter Capital
California
$599 – – –
NS
308
NBC Securities
Alabama
$373 -$396K -7,721 -100%
AssetMark Inc
309
AssetMark Inc
California
$14 – – –
Prudential Financial
310
Prudential Financial
New Jersey
– -$7.95M -157,024 Closed
BG
311
Bollard Group
Massachusetts
– -$7.04M -138,938 Closed
PCS
312
Personal CFO Solutions
New Jersey
– -$4.14M -81,800 Closed
BFWM
313
Bright Futures Wealth Management
New York
– -$2.4M -47,369 Closed
Two Sigma Investments
314
Two Sigma Investments
New York
– -$1.02M -20,100 Closed
BAM
315
Belpointe Asset Management
Nevada
– -$925K -18,263 Closed
YIH
316
Y-Intercept (HK)
Hong Kong
– -$558K -11,025 Closed
FCH
317
Freestone Capital Holdings
Washington
– -$557K -10,988 Closed
HCM
318
Hilton Capital Management
New York
– -$459K -9,065 Closed
DJYG
319
David J. Yvars Group
Florida
– -$298K -5,915 Closed
SFCL
320
Strengthening Families & Communities LLC
Massachusetts
– -$292K -5,773 Closed
HGERS
321
Householder Group Estate & Retirement Specialist
Arizona
– -$171K -3,385 Closed
FAM
322
Flaharty Asset Management
Florida
– -$59.3K -1,171 Closed
GWM
323
Geneos Wealth Management
Colorado
– -$32.3K -637 Closed
PCA
324
Providence Capital Advisors
North Carolina
– -$15K -297 Closed
AWM
325
Abound Wealth Management
Tennessee
– -$1.55K -31 Closed
10 11 12
13
14

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.