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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

135 hedge funds and large institutions have $251M invested in Fidelity High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
60
Reduced
33
Closed
6
Calls
$271K
Puts
–
Net Calls
+$271K
Net Calls Change
+$271K

Top Buyers

1
CCA
1
Childress Capital Advisors
Texas
$24.7M
2
Jane Street
2
Jane Street
New York
$5.28M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.9M

Top Sellers

1
HW
1
Hedeker Wealth
Illinois
$0
2
PAG
2
Private Advisor Group
New Jersey
$1.25M
3
CAN
3
Cetera Advisor Networks
California
$4.01M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$8.36M
5
PCS
5
Personal CFO Solutions
New Jersey
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
PCS
26
Personal CFO Solutions
New Jersey
$2.11M 63,963 -6,455 -9%
AWM
27
Accurate Wealth Management
Florida
$2.11M 54,306 +26,482 +95%
IWM
28
IHT Wealth Management
Illinois
$2.09M 63,413 -1,014 -2%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.03M 61,592 +19,473 +46%
KPWS
30
Kestra Private Wealth Services
Texas
$1.98M 60,091 +7,233 +14%
LI
31
LVZ Inc
Michigan
$1.88M 56,775 +6,885 +14%
MCM
32
MAI Capital Management
Ohio
$1.86M 56,399 -1,654 -3%
EWA
33
EP Wealth Advisors
California
$1.84M 55,659 -1,155 -2%
FCMA
34
Foresight Capital Management Advisors
Michigan
$1.83M 55,423 +235 +0.4%
LNC
35
Lincoln National Corp
Pennsylvania
$1.69M 51,119 +7,216 +16%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.61M 48,625 +11,331 +30%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.59M 48,243 +6,085 +14%
AAS
38
Avantax Advisory Services
Texas
$1.49M 44,995 +10,544 +31%
Lido Advisors
39
Lido Advisors
California
$1.33M 40,202 -2,142 -5%
PWA
40
Primoris Wealth Advisors
Florida
$1.33M 39,925 -4,318 -10%
PAG
41
Private Advisor Group
New Jersey
$1.25M 37,908 -18,620 -33%
NA
42
NewEdge Advisors
Louisiana
$1.14M 34,453 -720 -2%
BIA
43
Biondo Investment Advisors
Pennsylvania
$1.11M 33,505 +1,035 +3%
Citadel Advisors
44
Citadel Advisors
Florida
$1.06M 32,197 +224 +0.7%
BG
45
Benedetti & Gucer
Georgia
$1.04M 31,425 +500 +2%
GIA
46
Gladstone Institutional Advisory
Florida
$968K 29,303 -667 -2%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$958K 29,010 +1,105 +4%
BFA
48
BMS Financial Advisors
South Dakota
$872K 26,398 +26,398 New
AIP
49
Ahrens Investment Partners
Louisiana
$854K 25,869 +275 +1%
SXL
50
Summit X LLC
Missouri
$804K 24,366 -778 -3%
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