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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

151 hedge funds and large institutions have $400M invested in Fidelity High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
–
Holders Change %
0%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
73
Reduced
39
Closed
12
Calls
$413K
Puts
–
Net Calls
+$413K
Net Calls Change
+$165K

Top Buyers

1
MWM
Mascoma Wealth Management
New Hampshire
$8.19M
2
LPL Financial
LPL Financial
California
$18.4M
3
IWC
Integrated Wealth Concepts
Massachusetts
$8.98M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$50.5M
5
Stifel Financial
Stifel Financial
Missouri
$7.22M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
KAS
Kestra Advisory Services
Texas
$15.4M
3
Osaic Holdings
Osaic Holdings
Arizona
$25.5M
4
CCA
Childress Capital Advisors
Texas
$28.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$3.68M +$1.29M +32,501 +54%
MFG
27
Marmo Financial Group
Tennessee
$3.51M +$246K +6,200 +8%
AF
28
Advisornet Financial
Minnesota
$3.21M +$319K +8,037 +11%
LI
29
LVZ Inc
Michigan
$3.2M -$88.7K -2,233 -3%
PCS
30
Personal CFO Solutions
New Jersey
$3.03M +$101K +2,553 +3%
AAS
31
Avantax Advisory Services
Texas
$3.02M +$490K +12,324 +19%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$3.01M +$91.6K +2,305 +3%
AWM
33
AE Wealth Management
Kansas
$2.87M +$1.77M +44,484 +161%
IAG
34
Investmark Advisory Group
Connecticut
$2.49M +$78K +1,964 +3%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$2.45M +$396K +9,970 +19%
IWM
36
IHT Wealth Management
Illinois
$2.44M -$715 -18 -0%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$2.4M -$390K -9,814 -14%
EWA
38
EP Wealth Advisors
California
$2.19M +$2.13M +32,628 +4,079%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.11M -$589K -14,826 -22%
MCM
40
MAI Capital Management
Ohio
$2.02M -$182K -4,578 -8%
PWP
41
Principle Wealth Partners
Connecticut
$1.88M -$74.5K -1,874 -4%
CPC
42
Consolidated Planning Corp
Georgia
$1.74M +$1.74M +43,884 New
PWA
43
Primoris Wealth Advisors
Florida
$1.5M -$13.1K -329 -0.9%
SF
44
Slagle Financial
Illinois
$1.48M +$1.48M +37,348 New
Lido Advisors
45
Lido Advisors
California
$1.48M -$122K -3,080 -8%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$1.47M +$533K +13,410 +57%
BG
47
Benedetti & Gucer
Georgia
$1.39M +$16.9K +425 +1%
NA
48
NewEdge Advisors
Louisiana
$1.38M +$647K +16,275 +89%
Citadel Advisors
49
Citadel Advisors
Florida
$1.36M +$1.36M +34,205 New
PAG
50
Private Advisor Group
New Jersey
$1.34M +$45.7K +1,109 +4%
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