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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

151 hedge funds and large institutions have $400M invested in Fidelity High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
–
Holders Change %
0%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
73
Reduced
39
Closed
12
Calls
$413K
Puts
–
Net Calls
+$413K
Net Calls Change
+$165K

Top Buyers

1
MWM
Mascoma Wealth Management
New Hampshire
$8.19M
2
LPL Financial
LPL Financial
California
$18.4M
3
IWC
Integrated Wealth Concepts
Massachusetts
$8.98M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$50.5M
5
Stifel Financial
Stifel Financial
Missouri
$7.22M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
KAS
Kestra Advisory Services
Texas
$15.4M
3
Osaic Holdings
Osaic Holdings
Arizona
$25.5M
4
CCA
Childress Capital Advisors
Texas
$28.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
51
Gladstone Institutional Advisory
Florida
$1.34M +$254K +6,401 +23%
BIA
52
Biondo Investment Advisors
Pennsylvania
$1.34M -$8.54K -215 -0.6%
RJA
53
Raymond James & Associates
Florida
$1.09M +$92K +2,314 +9%
CA
54
Calton & Associates
Florida
$1.08M +$408K +10,265 +61%
AWM
55
Accurate Wealth Management
Florida
$998K -$83.1K -2,054 -8%
SFS
56
Sowell Financial Services
Arkansas
$984K +$380K +9,567 +63%
PWP
57
Private Wealth Partners
California
$958K -$99.4K -2,500 -9%
EFS
58
Essex Financial Services
Connecticut
$946K -$99K -2,492 -9%
SXL
59
Summit X LLC
Missouri
$922K -$28.1K -707 -3%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$894K +$102K +2,578 +13%
FAM
61
Family Asset Management
South Carolina
$821K -$202K -5,082 -20%
HAS
62
HBW Advisory Services
California
$795K +$66.2K +1,665 +9%
Prudential Financial
63
Prudential Financial
New Jersey
$774K +$521K +13,120 +206%
SM
64
Sweeney & Michel
California
$772K +$10.8K +266 +1%
WMA
65
Wealth Management Associates
New Jersey
$759K +$168K +4,217 +28%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$740K +$297K +7,483 +67%
IA
67
IFP Advisors
Florida
$728K +$99.2K +2,496 +16%
HNWAG
68
High Net Worth Advisory Group
Florida
$681K +$167K +4,205 +33%
IAN
69
Integrated Advisors Network
Texas
$661K +$14.9K +375 +2%
ASN
70
Advisory Services Network
Georgia
$651K +$11K +278 +2%
SPC
71
Sigma Planning Corp
Michigan
$623K -$76.9K -1,936 -11%
SIA
72
Soltis Investment Advisors
Utah
$611K +$1.83K +46 +0.3%
SFA
73
Sequoia Financial Advisors
Ohio
$595K +$154K +3,867 +35%
CT
74
Colonial Trust
South Carolina
$566K – – –
CA
75
Cetera Advisors
Colorado
$530K +$2.86K +72 +0.5%
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