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Fidelity High Dividend ETF
FDVV

242 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, 121 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 47

12% more capital invested

Capital invested by funds: $840M → $941M (+$101M)

11% more funds holding

Funds holding: 218 → 242 (+24)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1.24% less ownership

Funds ownership: 33.54% → 32.3% (-1.2%)

Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
121
Reduced
47
Closed
12
Calls
$323K
Puts
–
Net Calls
+$323K
Net Calls Change
-$44K

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$19.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11M
4
Morgan Stanley
Morgan Stanley
New York
+$8.75M
5
MIA
Milestone Investment Advisors
Wisconsin
+$7.41M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$9.98M
3
LNC
Lincoln National Corp
Pennsylvania
-$9.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.2M
5
MAV
Mason & Associates (Virginia)
Virginia
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.78M -$77.5K -1,695 -4%
BIA
77
Barry Investment Advisors
Massachusetts
$1.77M +$287K +6,273 +20%
BIA
78
Biondo Investment Advisors
Pennsylvania
$1.72M +$51.4K +1,125 +3%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$1.71M -$1.4M -30,668 -46%
OC
80
Oppenheimer & Co
New York
$1.69M +$585K +12,801 +55%
RJA
81
Raymond James & Associates
Florida
$1.69M +$255K +5,582 +18%
Mariner
82
Mariner
Kansas
$1.57M +$689K +15,076 +82%
BWA
83
Beam Wealth Advisors
Louisiana
$1.45M +$1.42M +31,001 New
LFAS
84
Level Four Advisory Services
Texas
$1.43M +$1.4M +30,579 New
CFGS
85
Concourse Financial Group Securities
Alabama
$1.42M +$285K +6,236 +26%
SPIA
86
Steward Partners Investment Advisory
New York
$1.41M +$302K +6,600 +28%
DADC
87
D.A. Davidson & Co
Montana
$1.33M +$1.3M +28,378 New
SPC
88
Sigma Planning Corp
Michigan
$1.32M -$19.2K -420 -1%
Renaissance Technologies
89
Renaissance Technologies
New York
$1.31M -$823K -18,002 -39%
BRWA
90
B. Riley Wealth Advisors
Florida
$1.29M +$497K +10,871 +65%
CPC
91
Consolidated Planning Corp
Georgia
$1.26M -$100K -2,192 -8%
HAS
92
HBW Advisory Services
California
$1.18M -$2.06K -45 -0.2%
GWCM
93
Godshalk Welsh Capital Management
Pennsylvania
$1.16M +$109K +2,385 +11%
Lido Advisors
94
Lido Advisors
California
$1.14M -$53.4K -1,168 -5%
AWS
95
Atria Wealth Solutions
New York
$1.13M +$567K +12,406 +106%
OWA
96
Octavia Wealth Advisors
Ohio
$1.11M +$165K +3,600 +18%
CAC
97
Certified Advisory Corp
Florida
$1.08M +$405K +8,859 +63%
PWP
98
Private Wealth Partners
California
$1.07M -$13.7K -300 -1%
CA
99
Calton & Associates
Florida
$1.05M -$8.28K -181 -0.8%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$1.04M +$42.7K +933 +4%
2 3
4
5 6

FDVV Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity High Dividend ETF (FDVV) for Q2 2024, worth a combined $941M — up 12% from $840M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FDVV positions and 12 closed out — a net gain of 29 holders — while 121 added to existing stakes and 47 trimmed.

The largest buyer was Allworth Financial, adding an estimated $19.9M. The largest seller was Osaic Holdings, cutting an estimated $24.5M.

  • 242 institutional investors held Fidelity High Dividend ETF (FDVV) as of Q2 2024, up from 218 in Q1 2024.
  • Funds reported $941M of Fidelity High Dividend ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 41 funds opened new Fidelity High Dividend ETF positions in Q2 2024 and 12 closed out, a net change of +29 holders.
  • The largest Fidelity High Dividend ETF buyer in Q2 2024 was Allworth Financial, an estimated $19.9M added.
  • The largest Fidelity High Dividend ETF seller in Q2 2024 was Osaic Holdings, an estimated $24.5M sold.

Based on aggregated 13F filings for Q2 2024.