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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

342 hedge funds and large institutions have $1.84B invested in Fidelity High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
4.65%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.31%
New
58
Increased
172
Reduced
66
Closed
17
Calls
$605K
Puts
$84K
Net Calls
+$521K
Net Calls Change
-$78K

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$90.6M
2
DWM
2
Dynasty Wealth Management
Florida
$29.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$47.8M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$57.6M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
MWM
2
Mascoma Wealth Management
New Hampshire
$2.51M
3
Jane Street
3
Jane Street
New York
$6.48M
4
EH
4
Equitable Holdings
New York
$4.36M
5
MFS
5
Madrona Financial Services
Washington
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
GFA
51
Gallagher Fiduciary Advisors
Illinois
$6.2M +$197K +3,970 +3%
WF
52
Wayfinding Financial
Washington
$6.12M +$6.12M +123,426 New
COFSG
53
Carbahal Olsen Financial Services Group
California
$6.06M +$47K +948 +0.8%
SI
54
Stephens Inc
Arkansas
$5.98M +$1.01M +20,423 +20%
FTUS
55
Flow Traders U.S.
New York
$5.97M +$5.97M +120,304 New
LWA
56
Lineweaver Wealth Advisors
Ohio
$5.69M -$203K -4,088 -3%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$5.63M +$1.01M +20,324 +22%
MFG
58
Marmo Financial Group
Tennessee
$5.62M +$500K +10,089 +10%
MSWM
59
McGlone Suttner Wealth Management
Wisconsin
$5.57M +$128K +2,579 +2%
AF
60
Advisornet Financial
Minnesota
$5.49M +$116K +2,347 +2%
SF
61
Slagle Financial
Illinois
$5.48M +$851K +17,158 +18%
DADC
62
D.A. Davidson & Co
Montana
$5.47M +$1.23M +24,796 +29%
TFS
63
Thoroughbred Financial Services
Tennessee
$5.43M +$1.23M +24,747 +29%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$5.37M +$306K +6,174 +6%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$5.3M +$966K +19,485 +22%
AWA
66
Arkadios Wealth Advisors
Georgia
$5.29M -$42.8K -863 -0.8%
PAG
67
Private Advisor Group
New Jersey
$4.79M +$450K +9,071 +10%
KPWS
68
Kestra Private Wealth Services
Texas
$4.49M -$312K -6,290 -6%
WWA
69
WCG Wealth Advisors
Nevada
$4.36M -$48.9K -986 -1%
EH
70
Equitable Holdings
New York
$4.36M -$11.5M -231,742 -72%
MSWA
71
Marshall & Sterling Wealth Advisors
New York
$4.23M +$302K +6,096 +8%
IAG
72
Investmark Advisory Group
Connecticut
$4.21M +$9.82K +198 +0.2%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$4.11M +$4.11M +82,904 New
PWP
74
Principle Wealth Partners
Connecticut
$4.05M +$259K +5,230 +7%
VR
75
Valued Retirements
Texas
$4.04M +$543K +10,947 +16%
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