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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

162 hedge funds and large institutions have $486M invested in Fidelity High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
84
Reduced
29
Closed
16
Calls
$31K
Puts
$27K
Net Calls
+$4K
Net Calls Change
-$409K

Top Buyers

1
Jane Street
Jane Street
New York
$15.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$64M
3
ME
McIlrath & Eck
Washington
$13.8M
4
IWC
Integrated Wealth Concepts
Massachusetts
$20.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.27M

Top Sellers

1
LI
LVZ Inc
Michigan
$1.61M
2
CCA
Childress Capital Advisors
Texas
$26.6M
3
Citadel Advisors
Citadel Advisors
Florida
$447K
4
CA
Calton & Associates
Florida
$344K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$4.35M +$229K +5,942 +6%
Truist Financial
27
Truist Financial
North Carolina
$4.02M +$188K +4,877 +5%
MSWM
28
McGlone Suttner Wealth Management
Wisconsin
$3.86M +$45.5K +1,180 +1%
AF
29
Advisornet Financial
Minnesota
$3.85M +$736K +19,079 +24%
AAS
30
Avantax Advisory Services
Texas
$3.72M +$786K +20,368 +27%
MFG
31
Marmo Financial Group
Tennessee
$3.4M -$10.7K -278 -0.3%
KPWS
32
Kestra Private Wealth Services
Texas
$3.3M -$273K -7,080 -8%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$3.25M +$320K +8,284 +11%
KA
34
Kovack Advisors
Florida
$3.24M +$3.24M +83,839 New
AWM
35
AE Wealth Management
Kansas
$3.18M +$395K +10,223 +14%
PCS
36
Personal CFO Solutions
New Jersey
$3.18M +$238K +6,180 +8%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.65M +$2.44M +63,246 +1,162%
IAG
38
Investmark Advisory Group
Connecticut
$2.43M +$15.7K +407 +0.6%
Prudential Financial
39
Prudential Financial
New Jersey
$2.21M +$1.46M +37,760 +194%
IWM
40
IHT Wealth Management
Illinois
$2.18M -$193K -5,006 -8%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.03M -$19.4K -502 -0.9%
EWA
42
EP Wealth Advisors
California
$2.01M +$721K +18,676 +56%
MCM
43
MAI Capital Management
Ohio
$1.95M -$13.2K -342 -0.7%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.84M -$537K -13,928 -23%
PWP
45
Principle Wealth Partners
Connecticut
$1.75M -$72.4K -1,877 -4%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.73M -$594K -15,394 -26%
AI
47
Atria Investments
North Carolina
$1.73M +$1.73M +44,825 New
SF
48
Slagle Financial
Illinois
$1.69M +$248K +6,414 +17%
OFS
49
OneAscent Financial Services
Alabama
$1.66M +$1.66M +43,058 New
OMC
50
Old Mission Capital
Illinois
$1.66M +$1.15M +29,832 +228%
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