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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

95 hedge funds and large institutions have $266M invested in Fidelity High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
42
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$106M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.95M
3
Jane Street
3
Jane Street
New York
$12.1M
4
IC
4
Inscription Capital
Texas
$1.92M
5
GAM
5
Geier Asset Management
Maryland
$2.03M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$605K
3
WI
3
WBI Investments
New Jersey
$0
4
FAM
4
Flaharty Asset Management
Florida
$1.07M
5
GIA
5
Gladstone Institutional Advisory
Florida
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$75K +$75K +2,000 New
NFSG
77
Newbridge Financial Services Group
Florida
$71K – – –
HI
78
Harbour Investments
Wisconsin
$43K – – –
VNA
79
Valley National Advisers
Pennsylvania
$36K – – –
CFGS
80
Concourse Financial Group Securities
Alabama
$35K – – –
CWA
81
Core Wealth Advisors
Florida
$34K -$38.2K -1,029 -53%
LWP
82
Laurel Wealth Planning
Minnesota
$28K +$28K +734 New
GWM
83
Geneos Wealth Management
Colorado
$26K +$26K +694 New
UBS Group
84
UBS Group
Switzerland
$24K +$24K +644 New
S
85
SignatureFD
Georgia
$18K – – –
FHA
86
First Horizon Advisors
Tennessee
$17K – – –
Deutsche Bank
87
Deutsche Bank
Germany
$8K – – –
GRP
88
Global Retirement Partners
California
$6K – – –
TIM
89
Tortoise Investment Management
New York
$4K +$4K +100 New
ECM
90
ExodusPoint Capital Management
New York
$4K +$4K +100 New
LC
91
Lindbrook Capital
California
$2K – – –
SIS
92
Sound Income Strategies
Florida
$2K +$2K +42 New
HR
93
Howe & Rusling
New York
$2K +$2K +61 New
CAAS
94
Capital Asset Advisory Services
Michigan
$1K +$1K +21 New
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
– -$2.86M -80,500 Closed
WI
96
WBI Investments
New Jersey
– -$658K -18,514 Closed
CAC
97
Certified Advisory Corp
Florida
– -$29K -818 Closed
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
– -$16K -442 Closed
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