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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

262 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, 132 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.79%
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
132
Reduced
52
Closed
17
Calls
$360K
Puts
–
Net Calls
+$360K
Net Calls Change
+$37K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$140M
3
SL
3
Systelligence LLC
Minnesota
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$79.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$63.4M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$14.8M
2
Jane Street
2
Jane Street
New York
$8M
3
Bank of America
3
Bank of America
North Carolina
$53M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.38M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$11.4M +$2.27M +44,809 +25%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$10.8M +$1.17M +23,114 +12%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$10.5M -$30K -593 -0.3%
WIA
29
World Investment Advisors
California
$10.2M +$3.17M +62,624 +45%
KA
30
Kovack Advisors
Florida
$10.2M +$5.9M +116,557 +138%
Stifel Financial
31
Stifel Financial
Missouri
$8.83M -$481K -9,503 -5%
Jane Street
32
Jane Street
New York
$8M -$7.13M -140,799 -47%
Prudential Financial
33
Prudential Financial
New Jersey
$7.95M +$2.71M +53,450 +52%
AI
34
Atria Investments
North Carolina
$7.62M +$403K +7,963 +6%
BG
35
Bollard Group
Massachusetts
$7.04M +$41.8K +825 +0.6%
RA
36
RFG Advisory
Alabama
$7M +$1.15M +22,625 +20%
IA
37
IFP Advisors
Florida
$6.56M +$494K +9,754 +8%
D
38
Dentgroup
Louisiana
$6.46M +$6.46M +127,599 New
BCM
39
BluePointe Capital Management
California
$6.41M +$327K +6,449 +5%
LWA
40
Lineweaver Wealth Advisors
Ohio
$6.06M -$313K -6,184 -5%
RJA
41
Raymond James & Associates
Florida
$5.91M +$4.08M +80,604 +224%
GFA
42
Gallagher Fiduciary Advisors
Illinois
$5.8M +$291K +5,752 +5%
Truist Financial
43
Truist Financial
North Carolina
$5.68M +$1.57M +30,993 +38%
FTS
44
Fifth Third Securities
Ohio
$5.67M -$242K -4,775 -4%
MFG
45
Marmo Financial Group
Tennessee
$5.2M +$846K +16,712 +19%
AF
46
Advisornet Financial
Minnesota
$5.2M -$170K -3,358 -3%
SA
47
Sanctuary Advisors
Indiana
$5.17M +$1.94M +37,027 +60%
KPWS
48
Kestra Private Wealth Services
Texas
$4.88M +$1.01M +19,904 +26%
AWA
49
Arkadios Wealth Advisors
Georgia
$4.56M +$746K +14,731 +20%
MSWM
50
McGlone Suttner Wealth Management
Wisconsin
$4.45M -$1.09M -21,590 -20%
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