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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

218 hedge funds and large institutions have $840M invested in Fidelity High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+29
Holders Change %
+15.34%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
94
Reduced
54
Closed
10
Calls
$367K
Puts
–
Net Calls
+$367K
Net Calls Change
+$25K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$102M
2
AT
Arden Trust
Delaware
$10.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$17.4M
4
Bank of America
Bank of America
North Carolina
$49.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$51.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.55M
3
OWA
Octavia Wealth Advisors
Ohio
$912K
4
Jane Street
Jane Street
New York
$10.2M
5
AWM
AE Wealth Management
Kansas
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$1.64M -$1.57M -34,700 -49%
BIA
77
Biondo Investment Advisors
Pennsylvania
$1.62M +$19.9K +440 +1%
BIA
78
Barry Investment Advisors
Massachusetts
$1.43M +$1.43M +31,636 New
RJA
79
Raymond James & Associates
Florida
$1.38M -$235K -5,184 -15%
BG
80
Benedetti & Gucer
Georgia
$1.37M -$211K -4,660 -13%
CPC
81
Consolidated Planning Corp
Georgia
$1.32M -$213K -4,709 -14%
NA
82
NewEdge Advisors
Louisiana
$1.31M -$718K -15,857 -35%
SPC
83
Sigma Planning Corp
Michigan
$1.29M +$666K +14,709 +106%
RG
84
Retirement Group
California
$1.22M +$162K +3,578 +15%
Lido Advisors
85
Lido Advisors
California
$1.16M -$78.1K -1,723 -6%
AWM
86
Avaii Wealth Management
Wisconsin
$1.1M +$1.1M +24,279 New
CFGS
87
Concourse Financial Group Securities
Alabama
$1.09M +$506K +11,177 +87%
HAS
88
HBW Advisory Services
California
$1.07M – – –
SPIA
89
Steward Partners Investment Advisory
New York
$1.07M +$429K +9,476 +67%
OC
90
Oppenheimer & Co
New York
$1.05M +$361K +7,962 +52%
PWP
91
Private Wealth Partners
California
$1.05M – – –
CA
92
Calton & Associates
Florida
$1.02M -$326K -7,186 -24%
GWCM
93
Godshalk Welsh Capital Management
Pennsylvania
$1.02M +$36.2K +800 +4%
CIA
94
Concurrent Investment Advisors
Florida
$1.01M -$121K -2,668 -11%
LI
95
LVZ Inc
Michigan
$999K -$316K -6,977 -24%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$968K +$428K +9,438 +79%
SIA
97
Soltis Investment Advisors
Utah
$951K -$7.3K -161 -0.8%
SM
98
Sweeney & Michel
California
$948K +$948K +20,520 New
CP
99
Castleview Partners
Texas
$931K +$931K +20,539 New
AAS
100
Ameritas Advisory Services
Nebraska
$924K +$600K +13,446 +185%
2 3
4
5 6