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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

218 hedge funds and large institutions have $840M invested in Fidelity High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+29
Holders Change %
+15.34%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
94
Reduced
54
Closed
10
Calls
$367K
Puts
–
Net Calls
+$367K
Net Calls Change
+$25K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$102M
2
AT
Arden Trust
Delaware
$10.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$17.4M
4
Bank of America
Bank of America
North Carolina
$49.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$51.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.55M
3
OWA
Octavia Wealth Advisors
Ohio
$912K
4
Jane Street
Jane Street
New York
$10.2M
5
AWM
AE Wealth Management
Kansas
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$3.21M -$3.24M -71,398 -50%
WIA
52
World Investment Advisors
California
$3.15M +$3.15M +69,464 New
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$3.05M -$29.8K -657 -1%
SF
54
Slagle Financial
Illinois
$2.99M -$2.45M -53,989 -45%
FCMA
55
Foresight Capital Management Advisors
Michigan
$2.94M +$70K +1,545 +2%
MAV
56
Mason & Associates (Virginia)
Virginia
$2.94M +$2.94M +64,795 New
MIA
57
Milestone Investment Advisors
Wisconsin
$2.88M +$2.88M +63,657 New
PWP
58
Principle Wealth Partners
Connecticut
$2.72M +$152K +3,360 +6%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$2.6M +$971K +21,435 +60%
PAG
60
Private Advisor Group
New Jersey
$2.47M +$701K +15,469 +40%
EFS
61
Essex Financial Services
Connecticut
$2.46M +$709K +15,649 +41%
AWA
62
Arkadios Wealth Advisors
Georgia
$2.36M +$291K +6,427 +14%
PS
63
Principal Securities
Iowa
$2.33M +$1.37M +30,279 +143%
BFWM
64
Bright Futures Wealth Management
New York
$2.3M +$2.3M +49,188 New
MCM
65
MAI Capital Management
Ohio
$2.17M -$57.5K -1,269 -3%
SI
66
Stephens Inc
Arkansas
$2.11M +$1.11M +24,388 +110%
EWA
67
EP Wealth Advisors
California
$2.1M -$21.5K -474 -1%
IWM
68
IHT Wealth Management
Illinois
$2.1M -$269K -5,937 -11%
Renaissance Technologies
69
Renaissance Technologies
New York
$2.08M +$2.08M +46,002 New
GIA
70
Gladstone Institutional Advisory
Florida
$2.07M +$168K +3,705 +9%
PFA
71
Pathway Financial Advisers
Indiana
$2.04M +$164K +3,624 +9%
TFS
72
Thoroughbred Financial Services
Tennessee
$1.94M +$126K +2,789 +7%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.8M -$266K -5,861 -13%
PWA
74
Primoris Wealth Advisors
Florida
$1.8M +$190K +4,200 +12%
OFS
75
OneAscent Financial Services
Alabama
$1.65M -$38.3K -845 -2%
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