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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

262 hedge funds and large institutions have $1.18B invested in Fidelity High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
41
Increased
132
Reduced
52
Closed
17
Calls
$360K
Puts
–
Net Calls
+$360K
Net Calls Change
+$37K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$140M
3
SL
3
Systelligence LLC
Minnesota
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$79.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$63.4M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$14.8M
2
Jane Street
2
Jane Street
New York
$8M
3
Bank of America
3
Bank of America
North Carolina
$53M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.38M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
51
WCG Wealth Advisors
Nevada
$4.34M +$18.9K +374 +0.4%
SF
52
Slagle Financial
Illinois
$4.34M +$563K +11,113 +15%
ASN
53
Advisory Services Network
Georgia
$4.31M – – –
PAG
54
Private Advisor Group
New Jersey
$4.3M +$892K +17,614 +26%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$4.27M +$296K +5,837 +7%
PCS
56
Personal CFO Solutions
New Jersey
$4.14M +$90.7K +1,790 +2%
IAG
57
Investmark Advisory Group
Connecticut
$4.13M +$90.4K +1,785 +2%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$4.07M +$183K +3,620 +5%
AWM
59
AE Wealth Management
Kansas
$3.98M +$172K +3,403 +5%
DADC
60
D.A. Davidson & Co
Montana
$3.91M +$2.47M +48,849 +172%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$3.87M +$1.21M +23,817 +45%
PWP
62
Principle Wealth Partners
Connecticut
$3.76M +$157K +3,092 +4%
VA
63
Valmark Advisers
Ohio
$3.76M -$574K -11,325 -13%
NA
64
NewEdge Advisors
Louisiana
$3.73M +$1.24M +24,546 +50%
FSA
65
Financial Services Advisory
Maryland
$3.7M +$3.7M +73,038 New
SI
66
Stephens Inc
Arkansas
$3.65M +$491K +9,689 +16%
FCMA
67
Foresight Capital Management Advisors
Michigan
$3.52M +$161K +3,181 +5%
DIA
68
Dana Investment Advisors
Wisconsin
$3.48M +$3.48M +68,614 New
TFS
69
Thoroughbred Financial Services
Tennessee
$3.4M +$674K +13,301 +25%
OC
70
Oppenheimer & Co
New York
$3.3M +$1.48M +29,160 +81%
EFS
71
Essex Financial Services
Connecticut
$2.97M -$296K -5,735 -9%
VR
72
Valued Retirements
Texas
$2.82M +$2.82M +55,579 New
PFA
73
Pathway Financial Advisers
Indiana
$2.49M +$177K +3,504 +8%
MCM
74
MAI Capital Management
Ohio
$2.47M +$51.7K +1,021 +2%
PS
75
Principal Securities
Iowa
$2.46M -$630K -12,439 -20%
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