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Fidelity High Dividend ETF
FDVV

242 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, 121 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 47

12% more capital invested

Capital invested by funds: $840M → $941M (+$101M)

11% more funds holding

Funds holding: 218 → 242 (+24)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1.24% less ownership

Funds ownership: 33.54% → 32.3% (-1.2%)

Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
121
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$19.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11M
4
Morgan Stanley
Morgan Stanley
New York
+$8.75M
5
MIA
Milestone Investment Advisors
Wisconsin
+$7.41M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$9.98M
3
LNC
Lincoln National Corp
Pennsylvania
-$9.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.2M
5
MAV
Mason & Associates (Virginia)
Virginia
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$9.06M +$233K +5,091 +3%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$8.87M -$55.3K -1,209 -0.6%
Stifel Financial
28
Stifel Financial
Missouri
$8.6M -$343K -7,508 -4%
AAS
29
Avantax Advisory Services
Texas
$8.39M +$1.69M +36,956 +26%
AI
30
Atria Investments
North Carolina
$6.67M +$974K +21,293 +18%
WIA
31
World Investment Advisors
California
$6.49M +$3.16M +69,178 +100%
BG
32
Bollard Group
Massachusetts
$6.46M +$42.4K +927 +0.7%
LWA
33
Lineweaver Wealth Advisors
Ohio
$5.89M -$133K -2,907 -2%
BCM
34
BluePointe Capital Management
California
$5.62M +$429K +9,383 +8%
IA
35
IFP Advisors
Florida
$5.61M +$2.09M +45,719 +62%
FTS
36
Fifth Third Securities
Ohio
$5.46M +$4.82M +105,373 +929%
RA
37
RFG Advisory
Alabama
$5.41M +$191K +4,184 +4%
GFA
38
Gallagher Fiduciary Advisors
Illinois
$5.09M +$112K +2,459 +2%
AF
39
Advisornet Financial
Minnesota
$4.96M +$150K +3,283 +3%
Prudential Financial
40
Prudential Financial
New Jersey
$4.85M +$1.23M +26,867 +35%
MSWM
41
McGlone Suttner Wealth Management
Wisconsin
$4.63M +$49.3K +1,077 +1%
ASN
42
Advisory Services Network
Georgia
$4.31M +$453K +9,895 +12%
MFG
43
Marmo Financial Group
Tennessee
$4.02M -$221K -4,824 -5%
VA
44
Valmark Advisers
Ohio
$4M +$235K +5,136 +6%
WWA
45
WCG Wealth Advisors
Nevada
$3.99M +$127K +2,778 +3%
KA
46
Kovack Advisors
Florida
$3.94M -$16.6K -362 -0.4%
Truist Financial
47
Truist Financial
North Carolina
$3.8M +$25.6K +559 +0.7%
PCS
48
Personal CFO Solutions
New Jersey
$3.74M -$218K -4,773 -6%
IAG
49
Investmark Advisory Group
Connecticut
$3.73M +$178K +3,895 +5%
KWM
50
Kingsview Wealth Management
Oregon
$3.7M +$2.91M +63,560 +408%
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FDVV Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2024, worth a combined $941M — up 12% from $840M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FDVV positions and 12 closed out — a net gain of 29 holders — while 121 added to existing stakes and 47 trimmed.

The largest buyer was Allworth Financial, adding an estimated $19.9M. The largest seller was Osaic Holdings, cutting an estimated $24.5M.

  • 242 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2024, up from 218 in Q1 2024.
  • Funds reported $941M of Fidelity High Dividend ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 41 funds opened new Fidelity High Dividend ETF positions in Q2 2024 and 12 closed out, a net change of +29 holders.
  • The largest Fidelity High Dividend ETF buyer in Q2 2024 was Allworth Financial, an estimated $19.9M added.
  • The largest Fidelity High Dividend ETF seller in Q2 2024 was Osaic Holdings, an estimated $24.5M sold.

Based on aggregated 13F filings for Q2 2024.