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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

136 hedge funds and large institutions have $341M invested in Fidelity High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
60
Reduced
34
Closed
18
Calls
$392K
Puts
$15K
Net Calls
+$377K
Net Calls Change
+$106K

Top Buyers

1
Jane Street
1
Jane Street
New York
$18.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$23.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.2M
5
LPL Financial
5
LPL Financial
California
$10.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$5.45M
3
AWM
3
Accurate Wealth Management
Florida
$1.15M
4
LNC
4
Lincoln National Corp
Pennsylvania
$997K
5
BFA
5
BMS Financial Advisors
South Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.07M -$565K -15,144 -16%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.75M +$161K +4,307 +6%
AF
28
Advisornet Financial
Minnesota
$2.62M +$4.96K +133 +0.2%
LI
29
LVZ Inc
Michigan
$2.54M +$421K +11,287 +20%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.46M +$1.65M +44,141 +201%
PCS
31
Personal CFO Solutions
New Jersey
$2.38M -$10.4K -279 -0.4%
IWM
32
IHT Wealth Management
Illinois
$2.36M -$4.89K -131 -0.2%
CPG
33
Cornerstone Planning Group
New Jersey
$2.19M +$2.19M +57,445 New
KPWS
34
Kestra Private Wealth Services
Texas
$2.19M -$53K -1,420 -2%
AAS
35
Avantax Advisory Services
Texas
$2.17M +$489K +13,113 +29%
IAG
36
Investmark Advisory Group
Connecticut
$2.15M -$255K -6,840 -11%
MCM
37
MAI Capital Management
Ohio
$2.11M +$9.89K +265 +0.5%
PA
38
PFG Advisors
Arizona
$2.06M +$1.47M +39,294 +247%
EWA
39
EP Wealth Advisors
California
$2.05M -$22.2K -594 -1%
PWP
40
Principle Wealth Partners
Connecticut
$1.94M +$6.75K +181 +0.3%
Lido Advisors
41
Lido Advisors
California
$1.47M -$29.9K -802 -2%
PWA
42
Primoris Wealth Advisors
Florida
$1.42M -$66.9K -1,793 -4%
PFA
43
Pathway Financial Advisers
Indiana
$1.3M +$1.3M +34,959 New
BIA
44
Biondo Investment Advisors
Pennsylvania
$1.28M +$29.1K +780 +2%
FAM
45
Family Asset Management
South Carolina
$1.22M +$1.22M +32,669 New
PAG
46
Private Advisor Group
New Jersey
$1.19M -$41K -1,262 -3%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1.18M +$98.1K +2,628 +9%
BG
48
Benedetti & Gucer
Georgia
$1.18M +$7.46K +200 +0.6%
AWM
49
Accurate Wealth Management
Florida
$1.15M -$935K -24,404 -45%
PWP
50
Private Wealth Partners
California
$1.07M +$653K +17,500 +155%
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