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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

218 hedge funds and large institutions have $840M invested in Fidelity High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+29
Holders Change %
+15.34%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
94
Reduced
54
Closed
10
Calls
$367K
Puts
–
Net Calls
+$367K
Net Calls Change
+$25K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$102M
2
AT
Arden Trust
Delaware
$10.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$17.4M
4
Bank of America
Bank of America
North Carolina
$49.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$51.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.55M
3
OWA
Octavia Wealth Advisors
Ohio
$912K
4
Jane Street
Jane Street
New York
$10.2M
5
AWM
AE Wealth Management
Kansas
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$8.55M -$6.19M -136,596 -42%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$8.43M +$8.43M +186,140 New
CAN
28
Cetera Advisor Networks
California
$7.75M +$487K +10,753 +7%
CA
29
Cetera Advisors
Colorado
$6.9M +$5.86M +129,429 +566%
AAS
30
Avantax Advisory Services
Texas
$6.45M +$947K +20,901 +17%
BG
31
Bollard Group
Massachusetts
$6.22M +$51.6K +1,138 +0.8%
LWA
32
Lineweaver Wealth Advisors
Ohio
$5.84M -$53.8K -1,187 -0.9%
AI
33
Atria Investments
North Carolina
$5.49M +$3.73M +82,215 +211%
RA
34
RFG Advisory
Alabama
$5.05M +$290K +6,403 +6%
BCM
35
BluePointe Capital Management
California
$5.02M +$416K +9,192 +9%
MSWM
36
McGlone Suttner Wealth Management
Wisconsin
$4.91M -$48.8K -1,077 -1%
GFA
37
Gallagher Fiduciary Advisors
Illinois
$4.82M +$471K +10,386 +11%
AF
38
Advisornet Financial
Minnesota
$4.65M +$27.9K +615 +0.6%
MFG
39
Marmo Financial Group
Tennessee
$4.11M +$210K +4,642 +5%
PCS
40
Personal CFO Solutions
New Jersey
$3.84M -$55.3K -1,221 -1%
KA
41
Kovack Advisors
Florida
$3.83M +$27.1K +598 +0.7%
WWA
42
WCG Wealth Advisors
Nevada
$3.74M +$1.54M +34,021 +70%
ASN
43
Advisory Services Network
Georgia
$3.73M +$363K +8,019 +11%
Truist Financial
44
Truist Financial
North Carolina
$3.65M +$237K +5,225 +7%
VA
45
Valmark Advisers
Ohio
$3.64M -$25.1K -555 -0.7%
KPWS
46
Kestra Private Wealth Services
Texas
$3.48M -$341K -7,517 -9%
Prudential Financial
47
Prudential Financial
New Jersey
$3.48M +$557K +12,296 +19%
IAG
48
Investmark Advisory Group
Connecticut
$3.44M +$148K +3,259 +4%
IA
49
IFP Advisors
Florida
$3.36M +$1.58M +34,934 +89%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$3.24M -$86.8K -1,915 -3%
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