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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

162 hedge funds and large institutions have $486M invested in Fidelity High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
84
Reduced
29
Closed
16
Calls
$31K
Puts
$27K
Net Calls
+$4K
Net Calls Change
-$409K

Top Buyers

1
Jane Street
Jane Street
New York
$15.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$64M
3
ME
McIlrath & Eck
Washington
$13.8M
4
IWC
Integrated Wealth Concepts
Massachusetts
$20.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.27M

Top Sellers

1
LI
LVZ Inc
Michigan
$1.61M
2
CCA
Childress Capital Advisors
Texas
$26.6M
3
Citadel Advisors
Citadel Advisors
Florida
$447K
4
CA
Calton & Associates
Florida
$344K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
51
LVZ Inc
Michigan
$1.61M -$1.5M -38,933 -48%
PFA
52
Pathway Financial Advisers
Indiana
$1.59M +$1.59M +41,258 New
RJA
53
Raymond James & Associates
Florida
$1.58M +$530K +13,742 +50%
CPC
54
Consolidated Planning Corp
Georgia
$1.55M -$140K -3,624 -8%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1.55M +$835K +21,638 +116%
GIA
56
Gladstone Institutional Advisory
Florida
$1.5M +$199K +5,155 +15%
SIS
57
Strategic Investment Solutions
Illinois
$1.45M +$1.44M +35,784 +35,784%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$1.43M +$347 +9 +0%
PWA
59
Primoris Wealth Advisors
Florida
$1.38M -$77.7K -2,013 -5%
WWA
60
WCG Wealth Advisors
Nevada
$1.38M +$1.38M +35,772 New
BG
61
Benedetti & Gucer
Georgia
$1.37M +$18.4K +477 +1%
PAG
62
Private Advisor Group
New Jersey
$1.36M +$103K +2,664 +8%
BIA
63
Biondo Investment Advisors
Pennsylvania
$1.35M +$49.2K +1,275 +4%
Lido Advisors
64
Lido Advisors
California
$1.32M -$124K -3,215 -9%
IA
65
IFP Advisors
Florida
$1.3M +$590K +15,295 +83%
TFS
66
Thoroughbred Financial Services
Tennessee
$1.29M +$932K +24,163 +261%
NA
67
NewEdge Advisors
Louisiana
$1.17M -$166K -4,311 -12%
EFS
68
Essex Financial Services
Connecticut
$1.09M +$171K +4,421 +19%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$1.03M +$162K +4,198 +19%
PWP
70
Private Wealth Partners
California
$930K – – –
AWM
71
Accurate Wealth Management
Florida
$912K -$52.6K -1,345 -5%
HAS
72
HBW Advisory Services
California
$849K +$77.5K +2,008 +10%
GWCM
73
Godshalk Welsh Capital Management
Pennsylvania
$764K +$264K +6,850 +53%
WMA
74
Wealth Management Associates
New Jersey
$764K +$27.1K +701 +4%
RA
75
RFG Advisory
Alabama
$755K +$276K +7,163 +58%
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