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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

136 hedge funds and large institutions have $341M invested in Fidelity High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
60
Reduced
34
Closed
18
Calls
$392K
Puts
$15K
Net Calls
+$377K
Net Calls Change
+$106K

Top Buyers

1
Jane Street
1
Jane Street
New York
$18.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$23.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.2M
5
LPL Financial
5
LPL Financial
California
$10.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$5.45M
3
AWM
3
Accurate Wealth Management
Florida
$1.15M
4
LNC
4
Lincoln National Corp
Pennsylvania
$997K
5
BFA
5
BMS Financial Advisors
South Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
51
Gladstone Institutional Advisory
Florida
$1.01M -$83.7K -2,243 -8%
LNC
52
Lincoln National Corp
Pennsylvania
$997K -$910K -24,393 -48%
AIP
53
Ahrens Investment Partners
Louisiana
$946K -$18.7K -502 -2%
SXL
54
Summit X LLC
Missouri
$903K +$28K +778 +3%
SFS
55
Sowell Financial Services
Arkansas
$892K +$307K +8,233 +52%
AWM
56
AE Wealth Management
Kansas
$873K +$20K +536 +2%
AAS
57
Ameritas Advisory Services
Nebraska
$818K +$276K +7,412 +51%
SPC
58
Sigma Planning Corp
Michigan
$817K +$13.6K +364 +2%
Citadel Advisors
59
Citadel Advisors
Florida
$803K -$398K -10,676 -33%
RJA
60
Raymond James & Associates
Florida
$772K +$152K +4,065 +24%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$704K -$72.8K -1,951 -9%
HAS
62
HBW Advisory Services
California
$702K -$114K -3,065 -14%
CA
63
Calton & Associates
Florida
$676K +$263K +7,054 +64%
CT
64
Colonial Trust
South Carolina
$639K – – –
IAN
65
Integrated Advisors Network
Texas
$599K +$31.7K +850 +6%
ASN
66
Advisory Services Network
Georgia
$587K +$68.6K +1,839 +13%
SIA
67
Soltis Investment Advisors
Utah
$569K +$933 +25 +0.2%
CMI
68
Clare Market Investments
Texas
$504K +$504K +13,500 New
FMWA
69
Forvis Mazars Wealth Advisors
Missouri
$503K +$746 +20 +0.1%
CA
70
Cetera Advisors
Colorado
$482K +$482K +12,925 New
HNWAG
71
High Net Worth Advisory Group
Florida
$482K -$186K -4,997 -28%
EFS
72
Essex Financial Services
Connecticut
$452K +$135K +3,630 +43%
Mariner
73
Mariner
Kansas
$426K +$194K +5,209 +84%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$420K +$10.3K +277 +3%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$414K +$137K +3,661 +49%
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