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Fidelity High Dividend ETF
FDVV

263 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, 133 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 52

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 6 → 12 (+6)

25% more capital invested

Capital invested by funds: $941M → $1.18B (+$235M)

9% more funds holding

Funds holding: 242 → 263 (+21)

0.07% less ownership

Funds ownership: 32.3% → 32.23% (-0.07%)

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
3.78%
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
133
Reduced
52
Closed
17
Calls
$360K
Puts
–
Net Calls
+$360K
Net Calls Change
+$37K

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14M
3
SL
Systelligence LLC
Minnesota
+$13.8M
4
Morgan Stanley
Morgan Stanley
New York
+$11.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$19.1M
2
Jane Street
Jane Street
New York
-$6.86M
3
Bank of America
Bank of America
North Carolina
-$4.08M
4
KWM
Kingsview Wealth Management
Oregon
-$2.53M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
51
WCG Wealth Advisors
Nevada
$4.34M +$18.2K +374 +0.4%
SF
52
Slagle Financial
Illinois
$4.34M +$542K +11,113 +15%
ASN
53
Advisory Services Network
Georgia
$4.31M – – –
PAG
54
Private Advisor Group
New Jersey
$4.3M +$858K +17,614 +26%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$4.27M +$284K +5,837 +7%
PCS
56
Personal CFO Solutions
New Jersey
$4.14M +$87.2K +1,790 +2%
IAG
57
Investmark Advisory Group
Connecticut
$4.13M +$87K +1,785 +2%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$4.07M +$176K +3,620 +5%
AWM
59
AE Wealth Management
Kansas
$3.98M +$166K +3,403 +5%
DADC
60
D.A. Davidson & Co
Montana
$3.91M +$2.38M +48,849 +172%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$3.87M +$1.16M +23,817 +45%
PWP
62
Principle Wealth Partners
Connecticut
$3.76M +$151K +3,092 +4%
VA
63
Valmark Advisers
Ohio
$3.76M -$552K -11,325 -13%
NA
64
NewEdge Advisors
Louisiana
$3.73M +$1.2M +24,546 +50%
FSA
65
Financial Services Advisory
Maryland
$3.7M +$3.56M +73,038 New
SI
66
Stephens Inc
Arkansas
$3.65M +$472K +9,689 +16%
FCMA
67
Foresight Capital Management Advisors
Michigan
$3.52M +$155K +3,181 +5%
DIA
68
Dana Investment Advisors
Wisconsin
$3.48M +$3.34M +68,614 New
TFS
69
Thoroughbred Financial Services
Tennessee
$3.4M +$648K +13,301 +25%
OC
70
Oppenheimer & Co
New York
$3.3M +$1.42M +29,160 +81%
EFS
71
Essex Financial Services
Connecticut
$2.97M -$280K -5,735 -9%
VR
72
Valued Retirements
Texas
$2.82M +$2.71M +55,579 New
PFA
73
Pathway Financial Advisers
Indiana
$2.49M +$171K +3,504 +8%
MCM
74
MAI Capital Management
Ohio
$2.47M +$49.8K +1,021 +2%
PS
75
Principal Securities
Iowa
$2.46M -$606K -12,439 -20%
1 2
3
4 5

FDVV Hedge Fund Activity: Q3 2024 in Review

263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q3 2024, worth a combined $1.18B — up 25% from $941M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FDVV positions and 17 closed out — a net gain of 24 holders — while 133 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.3M. The largest seller was Kestra Advisory Services, cutting an estimated $19.1M.

  • 263 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q3 2024, up from 242 in Q2 2024.
  • Funds reported $1.18B of Fidelity High Dividend ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 41 funds opened new Fidelity High Dividend ETF positions in Q3 2024 and 17 closed out, a net change of +24 holders.
  • The largest Fidelity High Dividend ETF buyer in Q3 2024 was LPL Financial, an estimated $14.3M added.
  • The largest Fidelity High Dividend ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.