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Fidelity High Dividend ETF
FDVV

263 hedge funds and large institutions have $1.18B invested in Fidelity High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 133 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 52

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 6 → 12 (+6)

25% more capital invested

Capital invested by funds: $941M → $1.18B (+$235M)

9% more funds holding

Funds holding: 242 → 263 (+21)

0.07% less ownership

Funds ownership: 32.3% → 32.23% (-0.07%)

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
3.78%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
41
Increased
133
Reduced
52
Closed
17
Calls
$360K
Puts
–
Net Calls
+$360K
Net Calls Change
+$37K

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14M
3
SL
Systelligence LLC
Minnesota
+$13.8M
4
Morgan Stanley
Morgan Stanley
New York
+$11.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$19.1M
2
Jane Street
Jane Street
New York
-$6.86M
3
Bank of America
Bank of America
North Carolina
-$4.08M
4
KWM
Kingsview Wealth Management
Oregon
-$2.53M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$11.4M +$2.18M +44,809 +25%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$10.8M +$1.13M +23,114 +12%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$10.5M -$28.9K -593 -0.3%
WIA
29
World Investment Advisors
California
$10.2M +$3.05M +62,624 +45%
KA
30
Kovack Advisors
Florida
$10.2M +$5.68M +116,557 +138%
Stifel Financial
31
Stifel Financial
Missouri
$8.83M -$463K -9,503 -5%
Jane Street
32
Jane Street
New York
$8M -$6.86M -140,799 -47%
Prudential Financial
33
Prudential Financial
New Jersey
$7.95M +$2.61M +53,450 +52%
AI
34
Atria Investments
North Carolina
$7.62M +$388K +7,963 +6%
BG
35
Bollard Group
Massachusetts
$7.04M +$40.2K +825 +0.6%
RA
36
RFG Advisory
Alabama
$7M +$1.1M +22,625 +20%
IA
37
IFP Advisors
Florida
$6.56M +$475K +9,754 +8%
D
38
Dentgroup
Louisiana
$6.46M +$6.22M +127,599 New
BCM
39
BluePointe Capital Management
California
$6.41M +$314K +6,449 +5%
LWA
40
Lineweaver Wealth Advisors
Ohio
$6.06M -$301K -6,184 -5%
RJA
41
Raymond James & Associates
Florida
$5.91M +$3.93M +80,604 +224%
GFA
42
Gallagher Fiduciary Advisors
Illinois
$5.8M +$280K +5,752 +5%
Truist Financial
43
Truist Financial
North Carolina
$5.68M +$1.51M +30,993 +38%
FTS
44
Fifth Third Securities
Ohio
$5.67M -$233K -4,775 -4%
MFG
45
Marmo Financial Group
Tennessee
$5.2M +$815K +16,712 +19%
AF
46
Advisornet Financial
Minnesota
$5.2M -$164K -3,358 -3%
SA
47
Sanctuary Advisors
Indiana
$5.17M +$1.8M +37,027 +60%
KPWS
48
Kestra Private Wealth Services
Texas
$4.88M +$970K +19,904 +26%
AWA
49
Arkadios Wealth Advisors
Georgia
$4.56M +$718K +14,731 +20%
MSWM
50
McGlone Suttner Wealth Management
Wisconsin
$4.45M -$1.05M -21,590 -20%
1
2
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FDVV Hedge Fund Activity: Q3 2024 in Review

263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q3 2024, worth a combined $1.18B — up 25% from $941M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FDVV positions and 17 closed out — a net gain of 24 holders — while 133 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.3M. The largest seller was Kestra Advisory Services, cutting an estimated $19.1M.

  • 263 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q3 2024, up from 242 in Q2 2024.
  • Funds reported $1.18B of Fidelity High Dividend ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 41 funds opened new Fidelity High Dividend ETF positions in Q3 2024 and 17 closed out, a net change of +24 holders.
  • The largest Fidelity High Dividend ETF buyer in Q3 2024 was LPL Financial, an estimated $14.3M added.
  • The largest Fidelity High Dividend ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.