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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

162 hedge funds and large institutions have $486M invested in Fidelity High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
84
Reduced
29
Closed
16
Calls
$31K
Puts
$27K
Net Calls
+$4K
Net Calls Change
-$409K

Top Buyers

1
Jane Street
Jane Street
New York
$15.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$64M
3
ME
McIlrath & Eck
Washington
$13.8M
4
IWC
Integrated Wealth Concepts
Massachusetts
$20.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.27M

Top Sellers

1
LI
LVZ Inc
Michigan
$1.61M
2
CCA
Childress Capital Advisors
Texas
$26.6M
3
Citadel Advisors
Citadel Advisors
Florida
$447K
4
CA
Calton & Associates
Florida
$344K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
76
Sweeney & Michel
California
$744K +$11.2K +291 +2%
SFS
77
Sowell Financial Services
Arkansas
$706K -$248K -6,443 -26%
ASN
78
Advisory Services Network
Georgia
$686K +$54.5K +1,412 +9%
SXL
79
Summit X LLC
Missouri
$676K -$219K -5,678 -24%
HNWAG
80
High Net Worth Advisory Group
Florida
$661K – – –
CTI
81
Community Trust & Investment
Kentucky
$654K +$654K +16,937 New
BRWA
82
B. Riley Wealth Advisors
Florida
$647K +$647K +16,767 New
IAN
83
Integrated Advisors Network
Texas
$645K +$3.86K +100 +0.6%
SPC
84
Sigma Planning Corp
Michigan
$622K +$17.6K +455 +3%
SIA
85
Soltis Investment Advisors
Utah
$595K +$1.51K +39 +0.3%
AAS
86
Ameritas Advisory Services
Nebraska
$558K +$234K +6,060 +72%
CA
87
Cetera Advisors
Colorado
$557K +$42.3K +1,096 +8%
SFA
88
Sequoia Financial Advisors
Ohio
$548K -$29.5K -764 -5%
SPIA
89
Steward Partners Investment Advisory
New York
$522K +$15.7K +408 +3%
PA
90
PFG Advisors
Arizona
$521K +$118K +3,047 +29%
FMWA
91
Forvis Mazars Wealth Advisors
Missouri
$514K – – –
CMI
92
Clare Market Investments
Texas
$507K – – –
PCIA
93
Prime Capital Investment Advisors
Kansas
$502K +$502K +13,020 New
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$457K +$457K +11,850 New
CIA
95
Capital Investment Advisors
Georgia
$453K +$453K +11,748 New
Citadel Advisors
96
Citadel Advisors
Florida
$447K -$873K -22,622 -66%
KP
97
Keel Point
Alabama
$443K +$1.2K +31 +0.3%
MAM
98
MWA Asset Management
Massachusetts
$442K +$442K +11,444 New
NS
99
NBC Securities
Alabama
$434K +$434K +11,251 New
CWA
100
Core Wealth Advisors
Florida
$430K +$10.4K +269 +2%
2 3
4
5 6