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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

189 hedge funds and large institutions have $711M invested in Fidelity High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
90
Reduced
40
Closed
13
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
+$338K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
Bank of America
2
Bank of America
North Carolina
$37.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.8M
4
LWM
4
Lakeridge Wealth Management
Ohio
$10.8M
5
GMFG
5
Greater Midwest Financial Group
Minnesota
$10.4M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$157K
2
CCA
2
Childress Capital Advisors
Texas
$24.3M
3
Jane Street
3
Jane Street
New York
$12.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$8.46K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$6.12M 142,185 +59,821 +73%
BG
27
Bollard Group
Massachusetts
$5.75M 136,048 +1,346 +1%
OWA
28
Octavia Wealth Advisors
Ohio
$5.74M 135,716 +7,989 +6%
LWA
29
Lineweaver Wealth Advisors
Ohio
$5.5M 129,995 -25,119 -16%
AAS
30
Avantax Advisory Services
Texas
$5.14M 121,529 +25,158 +26%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.73M 111,944 -699 -0.6%
MSWM
32
McGlone Suttner Wealth Management
Wisconsin
$4.63M 109,401 +9,418 +9%
RA
33
RFG Advisory
Alabama
$4.44M 105,013 +85,440 +437%
AF
34
Advisornet Financial
Minnesota
$4.31M 102,031 +2,253 +2%
BCM
35
BluePointe Capital Management
California
$4.29M 101,548 +101,548 New
GFA
36
Gallagher Fiduciary Advisors
Illinois
$4.06M 95,950 +95,950 New
MFG
37
Marmo Financial Group
Tennessee
$3.64M 86,158 -1,842 -2%
PCS
38
Personal CFO Solutions
New Jersey
$3.64M 86,004 +3,651 +4%
KPWS
39
Kestra Private Wealth Services
Texas
$3.57M 84,367 -1,039 -1%
KA
40
Kovack Advisors
Florida
$3.55M 83,945 +106 +0.1%
VA
41
Valmark Advisers
Ohio
$3.42M 80,947 +80,947 New
Truist Financial
42
Truist Financial
North Carolina
$3.19M 75,358 -28,737 -28%
ASN
43
Advisory Services Network
Georgia
$3.14M 74,219 +56,436 +317%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$3.1M 73,318 +20,780 +40%
IAG
45
Investmark Advisory Group
Connecticut
$3.07M 72,573 +9,481 +15%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$3M 71,005 +34,049 +92%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$2.87M 67,904 +67,904 New
Prudential Financial
48
Prudential Financial
New Jersey
$2.72M 64,411 +7,175 +13%
FCMA
49
Foresight Capital Management Advisors
Michigan
$2.67M 63,250 +63,250 New
SF
50
Slagle Financial
Illinois
$2.54M 119,970 +76,208 +174%
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