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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 %
MSFP
326
Mark Sheptoff Financial Planning
Connecticut
$5.85K +$5.85K +118 New
PNC Financial Services Group
327
PNC Financial Services Group
Pennsylvania
$5.51K – – –
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$4.96K – – –
TIM
329
Tortoise Investment Management
New York
$4.96K – – –
CMP
330
Coston McIsaac & Partners
Maine
$4K – – –
CPBTD
331
Central Pacific Bank - Trust Division
Hawaii
$2.88K – – –
PPWM
332
PFG Private Wealth Management
Florida
$2.88K +$2.88K +58 New
LC
333
Lindbrook Capital
California
$2.48K – – –
SIS
334
Sound Income Strategies
Florida
$2.38K – – –
SWM
335
Spire Wealth Management
Virginia
$869 -$74.5K -1,544 -99%
CSC
336
Caldwell Sutter Capital
California
$595 – – –
National Bank of Canada
337
National Bank of Canada
Quebec, Canada
$595 +$595 +12 New
EWA
338
EverSource Wealth Advisors
Alabama
$549 +$549 +11 New
FFA
339
Founders Financial Alliance
North Carolina
$198 +$198 +4 New
GIA
340
GHP Investment Advisors
Colorado
$100 +$100 +2 New
UBS Group
341
UBS Group
Switzerland
$50 -$133K -2,662 -100%
CTC
342
Central Trust Company
Missouri
$23 – – –
IAA
343
Independent Advisor Alliance
North Carolina
– -$44.2M -884,143 Closed
CFGS
344
Concourse Financial Group Securities
Alabama
– -$2.1M -41,042 Closed
OAS
345
Optivise Advisory Services
Tennessee
– -$1.7M -34,137 Closed
MA
346
Mutual Advisors
Nebraska
– -$1.67M -33,175 Closed
AWM
347
Avaii Wealth Management
Wisconsin
– -$757K -15,152 Closed
ACM
348
Absolute Capital Management
Pennsylvania
– -$499K -10,000 Closed
PWM
349
PBMares Wealth Management
Virginia
– -$400K -8,000 Closed
GFG
350
Goldstone Financial Group
Illinois
– -$383K -7,668 Closed
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