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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

241 hedge funds and large institutions have $941M invested in Fidelity High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 120 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
3.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
120
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

1
AF
1
Allworth Financial
California
$21.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$62.2M
5
MIA
5
Milestone Investment Advisors
Wisconsin
$10.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$29.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$14.3M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.39M
5
MAV
5
Mason & Associates (Virginia)
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$3.67M +$327K +6,988 +10%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$3.59M +$904K +19,333 +34%
KPWS
53
Kestra Private Wealth Services
Texas
$3.58M -$17.3K -369 -0.5%
AWA
54
Arkadios Wealth Advisors
Georgia
$3.53M +$1.09M +23,289 +45%
AWM
55
AE Wealth Management
Kansas
$3.52M +$208K +4,455 +6%
SF
56
Slagle Financial
Illinois
$3.49M +$401K +8,567 +13%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$3.39M -$5.32M -113,702 -61%
PWP
58
Principle Wealth Partners
Connecticut
$3.33M +$521K +11,144 +19%
PAG
59
Private Advisor Group
New Jersey
$3.15M +$595K +12,720 +23%
FCMA
60
Foresight Capital Management Advisors
Michigan
$3.1M +$72.2K +1,544 +2%
EFS
61
Essex Financial Services
Connecticut
$2.99M +$427K +9,033 +17%
SI
62
Stephens Inc
Arkansas
$2.92M +$737K +15,764 +34%
PS
63
Principal Securities
Iowa
$2.85M +$449K +9,608 +19%
BFWM
64
Bright Futures Wealth Management
New York
$2.75M +$408K +8,549 +17%
SA
65
Sanctuary Advisors
Indiana
$2.75M +$2.75M +61,823 New
TFS
66
Thoroughbred Financial Services
Tennessee
$2.51M +$516K +11,042 +26%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$2.46M +$2M +42,736 +432%
NA
68
NewEdge Advisors
Louisiana
$2.3M +$952K +20,357 +71%
MCM
69
MAI Capital Management
Ohio
$2.23M -$14K -299 -0.6%
IWM
70
IHT Wealth Management
Illinois
$2.16M -$8.37K -179 -0.4%
EWA
71
EP Wealth Advisors
California
$2.14M -$23.4K -500 -1%
GIA
72
Gladstone Institutional Advisory
Florida
$2.14M -$1.22K -26 -0.1%
PFA
73
Pathway Financial Advisers
Indiana
$2.13M +$25.9K +555 +1%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$1.93M +$208K +4,398 +12%
PWA
75
Primoris Wealth Advisors
Florida
$1.85M -$5.43K -116 -0.3%
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