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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

241 hedge funds and large institutions have $941M invested in Fidelity High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 120 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
3.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
120
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

1
AF
1
Allworth Financial
California
$21.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$62.2M
5
MIA
5
Milestone Investment Advisors
Wisconsin
$10.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$29.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$14.3M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.39M
5
MAV
5
Mason & Associates (Virginia)
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.78M -$79.3K -1,695 -4%
BIA
77
Barry Investment Advisors
Massachusetts
$1.77M +$293K +6,273 +20%
BIA
78
Biondo Investment Advisors
Pennsylvania
$1.72M +$52.6K +1,125 +3%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$1.71M -$1.43M -30,668 -46%
OC
80
Oppenheimer & Co
New York
$1.69M +$599K +12,801 +55%
RJA
81
Raymond James & Associates
Florida
$1.69M +$261K +5,582 +18%
Mariner
82
Mariner
Kansas
$1.57M +$705K +15,076 +82%
BWA
83
Beam Wealth Advisors
Louisiana
$1.45M +$1.45M +31,001 New
LFAS
84
Level Four Advisory Services
Texas
$1.43M +$1.43M +30,579 New
CFGS
85
Concourse Financial Group Securities
Alabama
$1.42M +$292K +6,236 +26%
SPIA
86
Steward Partners Investment Advisory
New York
$1.41M +$309K +6,600 +28%
DADC
87
D.A. Davidson & Co
Montana
$1.33M +$1.33M +28,378 New
SPC
88
Sigma Planning Corp
Michigan
$1.32M -$19.6K -420 -1%
Renaissance Technologies
89
Renaissance Technologies
New York
$1.31M -$842K -18,002 -39%
BRWA
90
B. Riley Wealth Advisors
Florida
$1.29M +$509K +10,871 +65%
CPC
91
Consolidated Planning Corp
Georgia
$1.26M -$103K -2,192 -8%
HAS
92
HBW Advisory Services
California
$1.18M -$2.11K -45 -0.2%
GWCM
93
Godshalk Welsh Capital Management
Pennsylvania
$1.16M +$112K +2,385 +11%
Lido Advisors
94
Lido Advisors
California
$1.14M -$54.6K -1,168 -5%
AWS
95
Atria Wealth Solutions
New York
$1.13M +$580K +12,406 +106%
OWA
96
Octavia Wealth Advisors
Ohio
$1.11M +$168K +3,600 +18%
CAC
97
Certified Advisory Corp
Florida
$1.08M +$414K +8,859 +63%
PWP
98
Private Wealth Partners
California
$1.07M -$14K -300 -1%
CA
99
Calton & Associates
Florida
$1.05M -$8.47K -181 -0.8%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$1.04M +$43.7K +933 +4%
2 3
4
5 6