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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

305 hedge funds and large institutions have $3.52B invested in Fidelity High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 160 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
305
Holders Change
+43
Holders Change %
+16.41%
% of All Funds
4.06%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
66
Increased
160
Reduced
43
Closed
17
Calls
$684K
Puts
$85K
Net Calls
+$599K
Net Calls Change
+$239K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.8M
2
IAA
2
Independent Advisor Alliance
North Carolina
$44.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$98.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$156M
5
EH
5
Equitable Holdings
New York
$16M

Top Sellers

1
GMFG
1
Greater Midwest Financial Group
Minnesota
$431K
2
Prudential Financial
2
Prudential Financial
New Jersey
$0
3
BG
3
Bollard Group
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$56.4M
5
PCS
5
Personal CFO Solutions
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Mascoma Wealth Management
New Hampshire
$15.5M +$414K +8,286 +3%
LWM
27
Lakeridge Wealth Management
Ohio
$14.8M +$932K +18,665 +7%
MIA
28
Milestone Investment Advisors
Wisconsin
$14.6M +$1.87M +37,423 +15%
AAS
29
Avantax Advisory Services
Texas
$14.5M +$3.27M +65,515 +29%
KIM
30
Kestra Investment Management
Texas
$13.6M +$45.4K +910 +0.3%
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$13.1M +$2.5M +50,018 +24%
Stifel Financial
32
Stifel Financial
Missouri
$12.1M +$3.43M +68,662 +39%
SL
33
Systelligence LLC
Minnesota
$11.4M -$2.71M -54,213 -19%
WIA
34
World Investment Advisors
California
$10.5M +$399K +7,997 +4%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$10.4M +$98.8K +1,979 +1%
KA
36
Kovack Advisors
Florida
$10.1M +$75.8K +1,518 +0.8%
D
37
Dentgroup
Louisiana
$8.47M +$2.1M +41,974 +33%
AI
38
Atria Investments
North Carolina
$8.24M +$729K +14,605 +10%
IA
39
IFP Advisors
Florida
$7.68M +$1.21M +24,246 +19%
Truist Financial
40
Truist Financial
North Carolina
$6.95M +$1.35M +26,993 +24%
BCM
41
BluePointe Capital Management
California
$6.93M +$609K +12,187 +10%
ASN
42
Advisory Services Network
Georgia
$6.88M +$2.28M +45,672 +50%
FTS
43
Fifth Third Securities
Ohio
$6.82M +$1.23M +24,698 +22%
RA
44
RFG Advisory
Alabama
$6.45M -$454K -9,096 -7%
SA
45
Sanctuary Advisors
Indiana
$6.05M +$1.02M +19,996 +20%
COFSG
46
Carbahal Olsen Financial Services Group
California
$6.05M +$6.05M +121,153 New
GFA
47
Gallagher Fiduciary Advisors
Illinois
$6.05M +$327K +6,543 +6%
LWA
48
Lineweaver Wealth Advisors
Ohio
$5.94M -$40.7K -814 -0.7%
MFS
49
Madrona Financial Services
Washington
$5.84M +$5.84M +117,018 New
MSWM
50
McGlone Suttner Wealth Management
Wisconsin
$5.48M +$1.1M +21,978 +25%
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