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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

189 hedge funds and large institutions have $711M invested in Fidelity High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
90
Reduced
40
Closed
13
Calls
$342K
Puts
–
Net Calls
+$342K
Net Calls Change
+$338K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
Bank of America
2
Bank of America
North Carolina
$37.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.8M
4
LWM
4
Lakeridge Wealth Management
Ohio
$10.8M
5
GMFG
5
Greater Midwest Financial Group
Minnesota
$10.4M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$157K
2
CCA
2
Childress Capital Advisors
Texas
$24.3M
3
Jane Street
3
Jane Street
New York
$12.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$8.46K
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$1.15M 27,250 -6,868 -20%
HAS
77
HBW Advisory Services
California
$1.07M 25,342 +3,336 +15%
CIA
78
Concurrent Investment Advisors
Florida
$1.06M 25,052 +25,052 New
BRWA
79
B. Riley Wealth Advisors
Florida
$997K 23,570 +6,803 +41%
RG
80
Retirement Group
California
$987K 23,343 +14,218 +156%
AWM
81
Accurate Wealth Management
Florida
$979K 23,148 -168 -0.7%
PWP
82
Private Wealth Partners
California
$977K 23,100 -1,000 -4%
CA
83
Cetera Advisors
Colorado
$967K 22,883 +8,451 +59%
SI
84
Stephens Inc
Arkansas
$938K 22,180 +22,180 New
GWCM
85
Godshalk Welsh Capital Management
Pennsylvania
$916K 21,675 +1,875 +9%
SIA
86
Soltis Investment Advisors
Utah
$894K 21,146 +5,726 +37%
PS
87
Principal Securities
Iowa
$893K 21,112 +21,112 New
Mariner
88
Mariner
Kansas
$881K 20,843 +11,686 +128%
IAN
89
Integrated Advisors Network
Texas
$752K 17,776 +1,050 +6%
PCIA
90
Prime Capital Investment Advisors
Kansas
$751K 17,759 +4,739 +36%
HNWAG
91
High Net Worth Advisory Group
Florida
$724K 17,129 – –
SFA
92
Sequoia Financial Advisors
Ohio
$714K 16,886 +2,676 +19%
OC
93
Oppenheimer & Co
New York
$648K 15,317 +9,495 +163%
CTI
94
Community Trust & Investment
Kentucky
$636K 15,041 -1,896 -11%
SPIA
95
Steward Partners Investment Advisory
New York
$597K 14,128 +608 +4%
CAC
96
Certified Advisory Corp
Florida
$597K 14,124 +14,124 New
SPC
97
Sigma Planning Corp
Michigan
$585K 13,832 -2,291 -14%
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$567K 13,407 +1,557 +13%
FMWA
99
Forvis Mazars Wealth Advisors
Missouri
$564K 13,331 – –
SFS
100
Sowell Financial Services
Arkansas
$556K 13,155 -5,151 -28%
2 3
4
5 6