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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

79 hedge funds and large institutions have $154M invested in Fidelity High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
$39.7M
2
PAG
Private Advisor Group
New Jersey
$4.95M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.87M
4
FAM
Flaharty Asset Management
Florida
$1.8M
5
PWP
Principle Wealth Partners
Connecticut
$1.48M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
$0
2
EWA
EP Wealth Advisors
California
$2.49M
3
LPL Financial
LPL Financial
California
$2.4M
4
JWCA
J.W. Cole Advisors
Florida
$254K
5
AAS
Avantax Advisory Services
Texas
$756K
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
26
LVZ Inc
Michigan
$1.73M +$348K +10,850 +25%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.63M +$71.4K +2,225 +5%
EWF
28
Epstein & White Financial
California
$1.48M -$449K -14,051 -23%
PWP
29
Principle Wealth Partners
Connecticut
$1.48M +$1.48M +46,087 New
AIP
30
Ahrens Investment Partners
Louisiana
$1.06M -$485K -15,111 -31%
SXL
31
Summit X LLC
Missouri
$1.06M +$1.06M +32,926 New
LNC
32
Lincoln National Corp
Pennsylvania
$1.03M +$220K +6,852 +27%
SFS
33
Sowell Financial Services
Arkansas
$985K +$234K +7,278 +31%
Lido Advisors
34
Lido Advisors
California
$966K -$24.7K -770 -2%
RJA
35
Raymond James & Associates
Florida
$959K -$28.5K -887 -3%
IWC
36
Integrated Wealth Concepts
Massachusetts
$910K +$25.6K +797 +3%
BIA
37
Biondo Investment Advisors
Pennsylvania
$764K -$16.3K -509 -2%
AAS
38
Avantax Advisory Services
Texas
$756K -$728K -22,635 -49%
HAS
39
HBW Advisory Services
California
$716K -$173K -5,394 -19%
GP
40
Geneva Partners
Wisconsin
$662K +$2.34K +73 +0.4%
Truist Financial
41
Truist Financial
North Carolina
$660K +$898 +28 +0.1%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$615K +$3.21K +100 +0.5%
SPC
43
Sigma Planning Corp
Michigan
$571K -$73.9K -2,302 -11%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$549K -$154K -4,787 -22%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$527K +$527K +16,433 New
NA
46
NewEdge Advisors
Louisiana
$523K -$351K -10,933 -40%
WI
47
WBI Investments
New Jersey
$498K +$498K +15,529 New
1WA
48
180 Wealth Advisors
Washington
$485K -$4.47K -135 -0.9%
SIA
49
Soltis Investment Advisors
Utah
$480K -$13K -405 -3%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$448K -$867 -27 -0.2%
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