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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

241 hedge funds and large institutions have $941M invested in Fidelity High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 120 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
3.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
120
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

1
AF
1
Allworth Financial
California
$21.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$62.2M
5
MIA
5
Milestone Investment Advisors
Wisconsin
$10.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$29.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$14.3M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.39M
5
MAV
5
Mason & Associates (Virginia)
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$9.06M +$238K +5,091 +3%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$8.87M -$56.6K -1,209 -0.6%
Stifel Financial
28
Stifel Financial
Missouri
$8.6M -$351K -7,508 -4%
AAS
29
Avantax Advisory Services
Texas
$8.39M +$1.73M +36,956 +26%
AI
30
Atria Investments
North Carolina
$6.67M +$996K +21,293 +18%
WIA
31
World Investment Advisors
California
$6.49M +$3.24M +69,178 +100%
BG
32
Bollard Group
Massachusetts
$6.46M +$43.4K +927 +0.7%
LWA
33
Lineweaver Wealth Advisors
Ohio
$5.89M -$136K -2,907 -2%
BCM
34
BluePointe Capital Management
California
$5.62M +$439K +9,383 +8%
IA
35
IFP Advisors
Florida
$5.61M +$2.14M +45,719 +62%
FTS
36
Fifth Third Securities
Ohio
$5.46M +$4.93M +105,373 +929%
RA
37
RFG Advisory
Alabama
$5.41M +$196K +4,184 +4%
GFA
38
Gallagher Fiduciary Advisors
Illinois
$5.09M +$115K +2,459 +2%
AF
39
Advisornet Financial
Minnesota
$4.96M +$154K +3,283 +3%
Prudential Financial
40
Prudential Financial
New Jersey
$4.85M +$1.26M +26,867 +35%
MSWM
41
McGlone Suttner Wealth Management
Wisconsin
$4.63M +$45.5K +1,077 +1%
ASN
42
Advisory Services Network
Georgia
$4.31M +$463K +9,895 +12%
MFG
43
Marmo Financial Group
Tennessee
$4.02M -$226K -4,824 -5%
VA
44
Valmark Advisers
Ohio
$4M +$240K +5,136 +6%
WWA
45
WCG Wealth Advisors
Nevada
$3.99M +$130K +2,778 +3%
KA
46
Kovack Advisors
Florida
$3.94M -$16.9K -362 -0.4%
Truist Financial
47
Truist Financial
North Carolina
$3.8M +$26.2K +559 +0.7%
PCS
48
Personal CFO Solutions
New Jersey
$3.74M -$223K -4,773 -6%
IAG
49
Investmark Advisory Group
Connecticut
$3.73M +$182K +3,895 +5%
KWM
50
Kingsview Wealth Management
Oregon
$3.7M +$2.97M +63,560 +408%
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