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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

262 hedge funds and large institutions have $1.18B invested in Fidelity High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
41
Increased
132
Reduced
52
Closed
17
Calls
$360K
Puts
–
Net Calls
+$360K
Net Calls Change
+$37K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$140M
3
SL
3
Systelligence LLC
Minnesota
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$79.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$63.4M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$14.8M
2
Jane Street
2
Jane Street
New York
$8M
3
Bank of America
3
Bank of America
North Carolina
$53M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.38M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFWM
76
Bright Futures Wealth Management
New York
$2.4M -$526K -10,368 -18%
HAS
77
HBW Advisory Services
California
$2.39M +$1.11M +21,925 +87%
IWM
78
IHT Wealth Management
Illinois
$2.3M -$35.1K -693 -2%
GIA
79
Gladstone Institutional Advisory
Florida
$2.18M -$133K -2,619 -6%
CA
80
Calton & Associates
Florida
$2.13M +$997K +19,689 +88%
EWA
81
EP Wealth Advisors
California
$2.11M -$212K -4,180 -9%
CIA
82
Concurrent Investment Advisors
Florida
$2.11M +$1.21M +23,884 +135%
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$2.06M +$355 +7 +0%
BIA
84
Barry Investment Advisors
Massachusetts
$2M +$80.8K +1,596 +4%
PWA
85
Primoris Wealth Advisors
Florida
$1.98M -$19.4K -383 -1%
HI
86
Harbour Investments
Wisconsin
$1.92M +$1.54M +30,470 +408%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$1.87M -$43.3K -860 -2%
BIA
88
Biondo Investment Advisors
Pennsylvania
$1.86M -$2.79K -55 -0.1%
SPIA
89
Steward Partners Investment Advisory
New York
$1.86M +$332K +6,563 +22%
Mariner
90
Mariner
Kansas
$1.85M +$146K +2,876 +9%
LFAS
91
Level Four Advisory Services
Texas
$1.8M +$265K +5,266 +17%
CFGS
92
Concourse Financial Group Securities
Alabama
$1.76M +$224K +4,416 +15%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$1.65M -$201K -3,972 -11%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$1.62M +$493K +9,736 +44%
AWS
95
Atria Wealth Solutions
New York
$1.53M +$313K +6,172 +26%
EH
96
Equitable Holdings
New York
$1.5M +$469K +9,265 +45%
GWCM
97
Godshalk Welsh Capital Management
Pennsylvania
$1.46M +$201K +3,975 +16%
BWA
98
Beam Wealth Advisors
Louisiana
$1.46M -$114K -2,245 -7%
BA
99
Ballew Advisors
Mississippi
$1.4M +$554K +10,910 +65%
CAC
100
Certified Advisory Corp
Florida
$1.4M +$233K +4,605 +20%
2 3
4
5 6