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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

151 hedge funds and large institutions have $308M invested in Fidelity High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
68
Reduced
37
Closed
7
Calls
$248K
Puts
–
Net Calls
+$248K
Net Calls Change
-$129K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.3M
2
LNC
2
Lincoln National Corp
Pennsylvania
$6.33M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$26M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$332K
2
Jane Street
2
Jane Street
New York
$5.2M
3
CCA
3
Childress Capital Advisors
Texas
$28.9M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.67M
5
MFG
5
Marmo Financial Group
Tennessee
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Cornerstone Wealth Management
Missouri
$477K +$477K +12,526 New
IA
77
IFP Advisors
Florida
$466K +$213K +7,223 +84%
TC
78
TownSquare Capital
Utah
$464K +$464K +12,182 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$424K -$4.95K -130 -1%
SFA
80
Sequoia Financial Advisors
Ohio
$423K +$8.87K +233 +2%
KP
81
Keel Point
Alabama
$402K +$23.4K +615 +6%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$398K -$24.8K -651 -6%
CWA
83
Core Wealth Advisors
Florida
$391K +$106K +2,779 +37%
1WA
84
180 Wealth Advisors
Washington
$367K -$2.48K -65 -0.7%
RA
85
RFG Advisory
Alabama
$366K +$73K +1,916 +25%
DC
86
Destiny Capital
Colorado
$357K +$357K +9,376 New
TFS
87
Thoroughbred Financial Services
Tennessee
$346K +$46.7K +1,228 +16%
BCA
88
Bay Colony Advisors
Massachusetts
$336K +$2.04K +54 +0.6%
EWA
89
EP Wealth Advisors
California
$332K -$22.5M -54,265 -99%
EW
90
Element Wealth
Mississippi
$319K +$11.6K +304 +4%
BLC
91
Brown, Lisle/Cummings
Rhode Island
$307K – – –
TCM
92
Tandem Capital Management
New Jersey
$303K +$762 +20 +0.3%
PWM
93
Perigon Wealth Management
California
$299K – – –
GWCM
94
Godshalk Welsh Capital Management
Pennsylvania
$291K +$291K +7,650 New
HighTower Advisors
95
HighTower Advisors
Illinois
$286K -$126K -3,298 -31%
HS
96
Horan Securities
United States
$283K +$113K +2,967 +66%
TP
97
Tranquility Partners
Tennessee
$272K – – –
MA
98
Mutual Advisors
Nebraska
$265K -$2.86K -75 -1%
SPIA
99
Steward Partners Investment Advisory
New York
$261K +$261K +6,858 +137,160%
AA
100
Advisory Alpha
Michigan
$261K +$12.8K +335 +5%
2 3
4
5 6