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Fidelity High Dividend ETF
FDVV

242 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, 121 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 47

12% more capital invested

Capital invested by funds: $840M → $941M (+$101M)

11% more funds holding

Funds holding: 218 → 242 (+24)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1.24% less ownership

Funds ownership: 33.54% → 32.3% (-1.2%)

Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
121
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$19.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11M
4
Morgan Stanley
Morgan Stanley
New York
+$8.75M
5
MIA
Milestone Investment Advisors
Wisconsin
+$7.41M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$9.98M
3
LNC
Lincoln National Corp
Pennsylvania
-$9.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.2M
5
MAV
Mason & Associates (Virginia)
Virginia
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$3.67M +$320K +6,988 +10%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$3.59M +$884K +19,333 +34%
KPWS
53
Kestra Private Wealth Services
Texas
$3.58M -$16.9K -369 -0.5%
AWA
54
Arkadios Wealth Advisors
Georgia
$3.53M +$1.07M +23,289 +45%
AWM
55
AE Wealth Management
Kansas
$3.52M +$204K +4,455 +6%
SF
56
Slagle Financial
Illinois
$3.49M +$392K +8,567 +13%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$3.39M -$5.2M -113,702 -61%
PWP
58
Principle Wealth Partners
Connecticut
$3.33M +$510K +11,144 +19%
PAG
59
Private Advisor Group
New Jersey
$3.15M +$582K +12,720 +23%
FCMA
60
Foresight Capital Management Advisors
Michigan
$3.1M +$70.6K +1,544 +2%
EFS
61
Essex Financial Services
Connecticut
$2.99M +$413K +9,033 +17%
SI
62
Stephens Inc
Arkansas
$2.92M +$721K +15,764 +34%
PS
63
Principal Securities
Iowa
$2.85M +$439K +9,608 +19%
BFWM
64
Bright Futures Wealth Management
New York
$2.75M +$391K +8,549 +17%
SA
65
Sanctuary Advisors
Indiana
$2.75M +$2.83M +61,823 New
TFS
66
Thoroughbred Financial Services
Tennessee
$2.51M +$505K +11,042 +26%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$2.46M +$1.95M +42,736 +432%
NA
68
NewEdge Advisors
Louisiana
$2.3M +$931K +20,357 +71%
MCM
69
MAI Capital Management
Ohio
$2.23M -$13.7K -299 -0.6%
IWM
70
IHT Wealth Management
Illinois
$2.16M -$8.19K -179 -0.4%
EWA
71
EP Wealth Advisors
California
$2.14M -$22.9K -500 -1%
GIA
72
Gladstone Institutional Advisory
Florida
$2.14M -$1.19K -26 -0.1%
PFA
73
Pathway Financial Advisers
Indiana
$2.13M +$25.4K +555 +1%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$1.93M +$201K +4,398 +12%
PWA
75
Primoris Wealth Advisors
Florida
$1.85M -$5.3K -116 -0.3%
1 2
3
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FDVV Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2024, worth a combined $941M — up 12% from $840M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FDVV positions and 12 closed out — a net gain of 29 holders — while 121 added to existing stakes and 47 trimmed.

The largest buyer was Allworth Financial, adding an estimated $19.9M. The largest seller was Osaic Holdings, cutting an estimated $24.5M.

  • 242 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2024, up from 218 in Q1 2024.
  • Funds reported $941M of Fidelity High Dividend ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 41 funds opened new Fidelity High Dividend ETF positions in Q2 2024 and 12 closed out, a net change of +29 holders.
  • The largest Fidelity High Dividend ETF buyer in Q2 2024 was Allworth Financial, an estimated $19.9M added.
  • The largest Fidelity High Dividend ETF seller in Q2 2024 was Osaic Holdings, an estimated $24.5M sold.

Based on aggregated 13F filings for Q2 2024.