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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

83 hedge funds and large institutions have $180M invested in Fidelity High Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
35
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$47M
2
Jane Street
2
Jane Street
New York
$4.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.22M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.4M
5
GAM
5
Geier Asset Management
Maryland
$984K

Top Sellers

1
LWA
1
Lineweaver Wealth Advisors
Ohio
$4.73M
2
IWM
2
IHT Wealth Management
Illinois
$2.79M
3
KAS
3
Kestra Advisory Services
Texas
$3.05M
4
GIA
4
Gladstone Institutional Advisory
Florida
$1.48M
5
FAM
5
Flaharty Asset Management
Florida
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
26
Principle Wealth Partners
Connecticut
$1.75M +$112K +3,158 +7%
FAM
27
Flaharty Asset Management
Florida
$1.58M -$412K -11,603 -21%
GIA
28
Gladstone Institutional Advisory
Florida
$1.48M -$450K -12,663 -23%
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.38M +$372K +10,478 +37%
SXL
30
Summit X LLC
Missouri
$1.3M +$132K +3,714 +11%
EWF
31
Epstein & White Financial
California
$1.29M -$351K -9,888 -21%
Citadel Advisors
32
Citadel Advisors
Florida
$1.22M +$1.22M +34,191 New
SFS
33
Sowell Financial Services
Arkansas
$1.19M +$30K +797 +3%
LNC
34
Lincoln National Corp
Pennsylvania
$1.17M +$32K +901 +3%
AIP
35
Ahrens Investment Partners
Louisiana
$1.1M -$76.3K -2,147 -7%
Lido Advisors
36
Lido Advisors
California
$1.09M +$20.3K +571 +2%
GAM
37
Geier Asset Management
Maryland
$984K +$984K +26,433 New
AAS
38
Avantax Advisory Services
Texas
$965K +$127K +3,550 +15%
Truist Financial
39
Truist Financial
North Carolina
$902K +$171K +4,811 +23%
BIA
40
Biondo Investment Advisors
Pennsylvania
$872K +$26.7K +750 +3%
RJA
41
Raymond James & Associates
Florida
$825K -$237K -6,658 -22%
HAS
42
HBW Advisory Services
California
$704K -$89.3K -2,512 -11%
SPC
43
Sigma Planning Corp
Michigan
$694K +$61.2K +1,722 +10%
GP
44
Geneva Partners
Wisconsin
$690K -$43.5K -1,223 -6%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$681K – – –
WI
46
WBI Investments
New Jersey
$658K +$106K +2,985 +19%
NA
47
NewEdge Advisors
Louisiana
$556K -$23.2K -652 -4%
1WA
48
180 Wealth Advisors
Washington
$537K -$15.6K -415 -3%
BG
49
Benedetti & Gucer
Georgia
$535K +$535K +15,063 New
SIA
50
Soltis Investment Advisors
Utah
$533K +$1.32K +37 +0.2%
1
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