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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

342 hedge funds and large institutions have $1.84B invested in Fidelity High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
4.65%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.31%
New
58
Increased
172
Reduced
66
Closed
17
Calls
$605K
Puts
$84K
Net Calls
+$521K
Net Calls Change
-$78K

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
$90.6M
2
DWM
Dynasty Wealth Management
Florida
$29.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.8M
4
SWP
Sagespring Wealth Partners
Tennessee
$26.7M
5
Osaic Holdings
Osaic Holdings
Arizona
$57.6M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
MWM
Mascoma Wealth Management
New Hampshire
$2.51M
3
Jane Street
Jane Street
New York
$6.48M
4
EH
Equitable Holdings
New York
$4.36M
5
MFS
Madrona Financial Services
Washington
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$18.3M -$520K -10,480 -3%
LPFG
27
Landing Point Financial Group
Ohio
$16.9M -$11.4K -230 -0.1%
LWM
28
Lakeridge Wealth Management
Ohio
$15.8M +$1.07M +21,614 +7%
MIA
29
Milestone Investment Advisors
Wisconsin
$15.4M +$868K +17,497 +6%
KIM
30
Kestra Investment Management
Texas
$14.6M +$1.05M +21,106 +8%
SL
31
Systelligence LLC
Minnesota
$13.4M +$2.03M +41,003 +18%
Stifel Financial
32
Stifel Financial
Missouri
$12.2M +$162K +3,265 +1%
PWM
33
Prentice Wealth Management
New York
$10.9M +$10.9M +220,388 New
WIA
34
World Investment Advisors
California
$10.8M +$384K +7,748 +4%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$10.4M +$107K +2,166 +1%
KA
36
Kovack Advisors
Florida
$10.1M +$66.1K +1,332 +0.7%
Mariner
37
Mariner
Kansas
$9.7M +$7.29M +147,024 +303%
Truist Financial
38
Truist Financial
North Carolina
$8.26M +$1.36M +27,353 +20%
IFA
39
Independence Financial Advisors
New Hampshire
$8.12M +$8.12M +163,739 New
AI
40
Atria Investments
North Carolina
$7.95M -$237K -4,771 -3%
CA
41
Calton & Associates
Florida
$7.91M +$6.33M +127,621 +401%
FTS
42
Fifth Third Securities
Ohio
$7.74M +$968K +19,513 +14%
IA
43
IFP Advisors
Florida
$7.53M -$101K -2,030 -1%
D
44
Dentgroup
Louisiana
$7.5M -$910K -18,347 -11%
BCM
45
BluePointe Capital Management
California
$7.08M +$202K +4,067 +3%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$7.04M +$7.04M +141,996 New
FWA
47
Flagship Wealth Advisors
Massachusetts
$7.04M +$5.09M +102,563 +261%
ASN
48
Advisory Services Network
Georgia
$6.76M -$78.3K -1,578 -1%
RA
49
RFG Advisory
Alabama
$6.5M +$92.7K +1,869 +1%
Jane Street
50
Jane Street
New York
$6.48M -$12M -242,799 -65%
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