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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

189 hedge funds and large institutions have $711M invested in Fidelity High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
90
Reduced
40
Closed
13
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
+$338K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
Bank of America
2
Bank of America
North Carolina
$37.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.8M
4
LWM
4
Lakeridge Wealth Management
Ohio
$10.8M
5
GMFG
5
Greater Midwest Financial Group
Minnesota
$10.4M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$157K
2
CCA
2
Childress Capital Advisors
Texas
$24.3M
3
Jane Street
3
Jane Street
New York
$12.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$8.46K
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
51
Old Mission Capital
Illinois
$2.5M 59,162 +16,241 +38%
PWP
52
Principle Wealth Partners
Connecticut
$2.39M 56,613 +11,171 +25%
IWM
53
IHT Wealth Management
Illinois
$2.21M 52,193 -4,238 -8%
MCM
54
MAI Capital Management
Ohio
$2.08M 49,257 -1,220 -2%
WWA
55
WCG Wealth Advisors
Nevada
$2.05M 48,536 +12,764 +36%
EWA
56
EP Wealth Advisors
California
$1.98M 46,743 -5,361 -10%
AWA
57
Arkadios Wealth Advisors
Georgia
$1.93M 45,655 +45,655 New
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.93M 45,550 +649 +1%
NA
59
NewEdge Advisors
Louisiana
$1.91M 44,684 +14,381 +47%
GIA
60
Gladstone Institutional Advisory
Florida
$1.78M 41,987 +3,049 +8%
PFA
61
Pathway Financial Advisers
Indiana
$1.75M 41,508 +250 +0.6%
TFS
62
Thoroughbred Financial Services
Tennessee
$1.69M 39,920 +6,510 +19%
IA
63
IFP Advisors
Florida
$1.66M 39,180 +5,561 +17%
PAG
64
Private Advisor Group
New Jersey
$1.65M 39,075 +3,866 +11%
AI
65
Atria Investments
North Carolina
$1.65M 38,984 -5,841 -13%
EFS
66
Essex Financial Services
Connecticut
$1.63M 38,591 +10,374 +37%
OFS
67
OneAscent Financial Services
Alabama
$1.58M 37,241 -5,817 -14%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$1.52M 35,943 +9,240 +35%
RJA
69
Raymond James & Associates
Florida
$1.51M 35,651 -5,411 -13%
PWA
70
Primoris Wealth Advisors
Florida
$1.5M 35,458 -349 -1%
BIA
71
Biondo Investment Advisors
Pennsylvania
$1.49M 35,275 +335 +1%
BG
72
Benedetti & Gucer
Georgia
$1.47M 34,869 -642 -2%
CPC
73
Consolidated Planning Corp
Georgia
$1.43M 33,819 -6,441 -16%
CA
74
Calton & Associates
Florida
$1.26M 29,773 +20,870 +234%
LI
75
LVZ Inc
Michigan
$1.23M 29,015 -12,586 -30%
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