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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

151 hedge funds and large institutions have $308M invested in Fidelity High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
68
Reduced
37
Closed
7
Calls
$248K
Puts
–
Net Calls
+$248K
Net Calls Change
-$129K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.3M
2
LNC
2
Lincoln National Corp
Pennsylvania
$6.33M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$26M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$332K
2
Jane Street
2
Jane Street
New York
$5.2M
3
CCA
3
Childress Capital Advisors
Texas
$28.9M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.67M
5
MFG
5
Marmo Financial Group
Tennessee
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
26
Marmo Financial Group
Tennessee
$3.13M -$2.37M -62,110 -43%
PCS
27
Personal CFO Solutions
New Jersey
$2.8M +$378K +9,936 +16%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.8M +$284K +7,447 +11%
AF
29
Advisornet Financial
Minnesota
$2.77M +$95K +2,496 +4%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$2.67M -$2.51M -65,988 -48%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.59M -$554K -14,554 -18%
AAS
32
Avantax Advisory Services
Texas
$2.42M +$212K +5,571 +10%
IWM
33
IHT Wealth Management
Illinois
$2.34M -$69.6K -1,827 -3%
IAG
34
Investmark Advisory Group
Connecticut
$2.31M +$118K +3,095 +5%
KPWS
35
Kestra Private Wealth Services
Texas
$2.28M +$50K +1,314 +2%
MCM
36
MAI Capital Management
Ohio
$2.11M -$48.2K -1,267 -2%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$1.97M +$765K +20,079 +63%
PWP
38
Principle Wealth Partners
Connecticut
$1.87M -$104K -2,738 -5%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.7M +$1.7M +44,683 New
Lido Advisors
40
Lido Advisors
California
$1.54M +$38.6K +1,013 +3%
PWA
41
Primoris Wealth Advisors
Florida
$1.45M +$647 +17 +0%
PFA
42
Pathway Financial Advisers
Indiana
$1.44M +$107K +2,813 +8%
BG
43
Benedetti & Gucer
Georgia
$1.32M +$114K +2,984 +9%
BIA
44
Biondo Investment Advisors
Pennsylvania
$1.29M -$15.4K -405 -1%
PAG
45
Private Advisor Group
New Jersey
$1.2M -$198K -5,210 -14%
AWM
46
AE Wealth Management
Kansas
$1.05M +$162K +4,255 +18%
GIA
47
Gladstone Institutional Advisory
Florida
$1.04M +$12.3K +322 +1%
AWM
48
Accurate Wealth Management
Florida
$1.02M -$122K -3,187 -11%
PWP
49
Private Wealth Partners
California
$1.01M -$83.8K -2,200 -8%
EFS
50
Essex Financial Services
Connecticut
$1M +$539K +14,166 +117%
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